Latest Institutional Purchases of Ishares Russell 2000 Gwt ETF (IWO)
This list provides information on the latest institutional transactions involving Ishares Russell 2000 Gwt ETF (IWO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1+ 0.05% |
$224 - $286
|
1.92K
$600K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.07% |
$224 - $286
|
1.47K
$461K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.19% |
$224 - $286
|
514
$161K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
33.9K+ 5871.23% |
$8.62M - $10.3M
|
34.5K
$10.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
32.7KNew |
$8.31M - $9.89M
|
32.7K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
30.1KNew |
$7.67M - $9.12M
|
30.1K
$9.42M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
23.7KNew |
$6.03M - $7.17M
|
23.7K
$7.4M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.9KNew |
$3.55M - $4.22M
|
13.9K
$4.36M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.2K+ 2.38% |
$3.35M - $3.99M
|
567K
$177M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
9.89KNew |
$2.52M - $3M
|
9.89K
$3.09M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
4.4KNew |
$1.12M - $1.33M
|
4.4K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
2.9KNew |
$739K - $880K
|
2.9K
$909K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.26KNew |
$575K - $685K
|
2.26K
$707K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.86KNew |
$475K - $565K
|
1.86K
$583K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.61K+ 27.32% |
$411K - $489K
|
7.52K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
1.53KNew |
$389K - $463K
|
1.53K
$478K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.13K+ 52.49% |
$287K - $342K
|
3.28K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
BUY
|
- |
1.02KNew |
$259K - $308K
|
1.02K
$319K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
962New |
$245K - $291K
|
962
$301K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
870New |
$221K - $264K
|
870
$272K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
800New |
$204K - $242K
|
800
$250K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
800New |
$204K - $242K
|
800
$250K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
701+ 87.95% |
$178K - $212K
|
1.5K
$469K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
570New |
$145K - $173K
|
570
$178K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
444+ 5.84% |
$113K - $134K
|
8.05K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
435+ 28.96% |
$111K - $132K
|
1.94K
$606K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
414New |
$105K - $125K
|
414
$130K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
396New |
$101K - $120K
|
396
$124K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
282+ 161.14% |
$71.8K - $85.4K
|
457
$143K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
220New |
$56K - $66.6K
|
220
$68.8K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
214New |
$54.5K - $64.8K
|
214
$67K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
154+ 18.53% |
$39.2K - $46.6K
|
985
$308K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
150New |
$38.2K - $45.4K
|
150
$46.9K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
106+ 75.71% |
$27K - $32.1K
|
246
$77K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
106+ 115.22% |
$27K - $32.1K
|
198
$61.9K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
100+ 0.71% |
$25.5K - $30.3K
|
14.2K
$4.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
100+ 10.79% |
$25.5K - $30.3K
|
1.03K
$321K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
96+ 12.85% |
$24.4K - $29.1K
|
843
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
83New |
$21.1K - $25.1K
|
83
$26K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
80New |
$20.4K - $24.2K
|
80
$25K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
63New |
$16K - $19.1K
|
63
$19.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
54+ 4.35% |
$13.7K - $16.4K
|
1.3K
$405K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
40+ 2.18% |
$10.2K - $12.1K
|
1.88K
$587K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
26New |
$6.62K - $7.88K
|
26
$8.13K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
18+ 300.0% |
$4.58K - $5.45K
|
24
$7.51K
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
15+ 1.24% |
$3.82K - $4.54K
|
1.23K
$384K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
15New |
$3.82K - $4.54K
|
15
$4.69K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
13New |
$3.31K - $3.94K
|
13
$4.07K
|
|