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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
196+ 4.82% |
$49.9K - $59.4K
|
4.26K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-168- 11.6% |
$42.8K - $50.9K
|
1.28K
$330K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-7- 0.77% |
$1.78K - $2.12K
|
900
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.24K- 10.4% |
$315K - $375K
|
10.7K
$2.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-60Closed |
$15.3K - $18.2K
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-868- 25.36% |
$221K - $263K
|
2.56K
$658K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.2% |
$1.53K - $1.82K
|
2.96K
$761K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-338- 5.75% |
$86K - $102K
|
5.54K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-47- 2.31% |
$12K - $14.2K
|
1.99K
$513K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-59- 1.01% |
$15K - $17.9K
|
5.8K
$1.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-25- 1.87% |
$6.36K - $7.57K
|
1.31K
$338K
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
7.01K+ 35.25% |
$1.78M - $2.12M
|
26.9K
$6.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-7.22K- 1.31% |
$1.84M - $2.19M
|
545K
$140M
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
379+ 3.46% |
$96.5K - $115K
|
11.3K
$2.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-100- 11.07% |
$25.5K - $30.3K
|
803
$207K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-611- 4.86% |
$156K - $185K
|
12K
$3.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-862- 1.66% |
$219K - $261K
|
51.2K
$13.2M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-36- 6.02% |
$9.16K - $10.9K
|
562
$145K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-262- 5.06% |
$66.7K - $79.4K
|
4.91K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-70- 0.2% |
$17.8K - $21.2K
|
35.1K
$9.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.14KNew |
$289K - $344K
|
1.14K
$293K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-502- 13.07% |
$128K - $152K
|
3.34K
$860K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-252- 19.7% |
$64.2K - $76.3K
|
1.03K
$265K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-37- 2.22% |
$9.42K - $11.2K
|
1.63K
$420K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-114- 1.82% |
$29K - $34.5K
|
6.15K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-11- 0.56% |
$2.8K - $3.33K
|
1.97K
$507K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-6.66K- 72.89% |
$1.7M - $2.02M
|
2.48K
$638K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.18K- 65.6% |
$2.34M - $2.78M
|
4.82K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-41- 4.34% |
$10.4K - $12.4K
|
904
$233K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
66+ 137.5% |
$16.8K - $20K
|
114
$29.4K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
14.9K+ 740.65% |
$3.78M - $4.5M
|
16.9K
$4.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
610+ 1.36% |
$155K - $185K
|
45.3K
$11.7M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-50Closed |
$12.7K - $15.1K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 3.82% |
$6.11K - $7.27K
|
653
$168K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-27- 2.83% |
$6.87K - $8.18K
|
926
$239K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
54+ 4.35% |
$13.7K - $16.4K
|
1.3K
$334K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
2.48KNew |
$632K - $752K
|
2.48K
$639K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
695+ 10.87% |
$177K - $211K
|
7.09K
$1.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-39.7K- 99.61% |
$10.1M - $12M
|
156
$40.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-353- 10.45% |
$89.9K - $107K
|
3.03K
$779K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-127- 13.77% |
$32.3K - $38.5K
|
795
$205K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
870New |
$221K - $264K
|
870
$224K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-39.4K- 83.84% |
$10M - $11.9M
|
7.59K
$1.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-232- 46.68% |
$59.1K - $70.3K
|
265
$68.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2+ 0.2% |
$509 - $606
|
1K
$258K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-28- 1.6% |
$7.13K - $8.48K
|
1.72K
$444K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-26- 2.5% |
$6.62K - $7.88K
|
1.02K
$261K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-202- 13.57% |
$51.4K - $61.2K
|
1.29K
$332K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-574- 24.57% |
$146K - $174K
|
1.76K
$454K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-44- 1.34% |
$11.2K - $13.3K
|
3.25K
$836K
|