Latest Institutional Transactions on Ishares Russell 2000 Gwt ETF (IWO)
This table provides information on the latest institutional transactions involving Ishares Russell 2000 Gwt ETF (IWO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20+ 125.0% |
$5.56K - $6.31K
|
36
$10.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
278+ 9.4% |
$77.3K - $87.7K
|
3.24K
$958K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.06K- 1.59% |
$2.24M - $2.54M
|
498K
$148M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-450- 3.52% |
$125K - $142K
|
12.3K
$3.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
1.03KNew |
$287K - $325K
|
1.03K
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
8.68KNew |
$2.41M - $2.74M
|
8.68K
$2.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
302+ 7.32% |
$84K - $95.2K
|
4.43K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
41New |
$11.4K - $12.9K
|
41
$12.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.7K- 4.5% |
$751K - $852K
|
57.3K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
80+ 2.42% |
$22.3K - $25.2K
|
3.38K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
232+ 2.94% |
$64.5K - $73.2K
|
8.13K
$2.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.27% |
$278 - $315
|
369
$109K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
45New |
$12.5K - $14.2K
|
45
$13.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.35% |
$1.39K - $1.58K
|
1.43K
$423K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3- 0.02% |
$835 - $946
|
16.7K
$4.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-111- 3.4% |
$30.9K - $35K
|
3.15K
$933K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1New |
$278 - $315
|
1
$296
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14- 0.6% |
$3.89K - $4.42K
|
2.34K
$692K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-137- 3.47% |
$38.1K - $43.2K
|
3.81K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.04K- 5.46% |
$2.24M - $2.54M
|
139K
$41.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.31K+ 235.22% |
$1.2M - $1.36M
|
6.15K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-16- 19.28% |
$4.45K - $5.05K
|
67
$19.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.22K+ 86.97% |
$2.01M - $2.28M
|
15.5K
$4.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-14.9K- 95.41% |
$4.14M - $4.69M
|
716
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
58+ 3.93% |
$16.1K - $18.3K
|
1.53K
$454K
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-9.3K- 21.73% |
$2.59M - $2.93M
|
33.5K
$9.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
25New |
$6.95K - $7.88K
|
25
$7.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.21% |
$278 - $315
|
482
$143K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.1K+ 0.93% |
$1.7M - $1.92M
|
662K
$196M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-172- 1.11% |
$47.8K - $54.2K
|
15.3K
$4.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
299+ 13.19% |
$83.2K - $94.3K
|
2.57K
$760K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.56KNew |
$1.27M - $1.44M
|
4.56K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
51.8K+ 3.47% |
$14.4M - $16.3M
|
1.54M
$457M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.75KNew |
$487K - $552K
|
1.75K
$518K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
619+ 1.07% |
$172K - $195K
|
58.6K
$17.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
305+ 371.95% |
$84.8K - $96.2K
|
387
$115K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-100- 2.17% |
$27.8K - $31.5K
|
4.5K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-426- 15.21% |
$119K - $134K
|
2.37K
$703K
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-634- 56.21% |
$176K - $200K
|
494
$146K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
15+ 38.46% |
$4.17K - $4.73K
|
54
$16K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-89- 0.58% |
$24.8K - $28.1K
|
15.2K
$4.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-579- 36.88% |
$161K - $183K
|
991
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
1.5KNew |
$417K - $473K
|
1.5K
$444K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.34K+ 8.21% |
$652K - $739K
|
30.9K
$9.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.49KNew |
$414K - $470K
|
1.49K
$441K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.07KNew |
$1.69M - $1.91M
|
6.07K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
522+ 9.3% |
$145K - $165K
|
6.13K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
40New |
$11.1K - $12.6K
|
40
$11.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
10+ 0.39% |
$2.78K - $3.15K
|
2.56K
$758K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
10+ 0.74% |
$2.78K - $3.15K
|
1.36K
$404K
|