Caldwell Trust CO Ishares Russell 2000 Gwt ETF Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Oct 01, 2025	SELL	$205.84 - $231.03 $81,924 - $91,949	-398 Closed	0 $0
Q3 2022 Oct 01, 2025	BUY	$202.93 - $248.43 $80,766 - $98,875	398 New	398 $82.2 Million
Q1 2022 Oct 01, 2025	BUY	$234.1 - $296.68 $93,171 - $118,078	398 New	398 $102 Million
Q3 2021 Oct 02, 2025	BUY	$284.4 - $314.06 $39,816 - $43,968	140 Added 54.26%	398 $117 Million
Q1 2021 Oct 02, 2025	BUY	$282.5 - $336.63 $72,885 - $86,850	258 New	258 $77.6 Million

Q4 2020 Oct 02, 2025	BUY	$223.17 - $294.86 $57,577 - $76,073	258 New	258 $74 Million
Q1 2020 Oct 02, 2025	BUY	$135.58 - $225.25 $34,979 - $58,114	258 New	258 $40.8 Million
Q4 2019 Oct 06, 2025	BUY	$186.63 - $216.19 $55,615 - $64,424	298 New	298 $63.8 Million

Others Institutions Holding IWO

# of Institutions

1,154

Shares Held

32.9M

Call Options Held

53.3K

Put Options Held

25.5K

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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