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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
341+ 10.12% |
$94.9K - $108K
|
3.71K
$961K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.7KNew |
$473K - $536K
|
1.7K
$440K
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
5.96KNew |
$1.66M - $1.88M
|
5.96K
$1.54M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
51New |
$14.2K - $16.1K
|
51
$13.2K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.6KNew |
$722K - $819K
|
2.6K
$673K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-356- 3.46% |
$99K - $112K
|
9.94K
$2.57M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
46New |
$12.8K - $14.5K
|
46
$11.9K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
9New |
$2.5K - $2.84K
|
9
$2.33K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.17K- 4.37% |
$324K - $368K
|
25.5K
$6.61M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-383- 8.61% |
$107K - $121K
|
4.06K
$1.05M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
106+ 2.61% |
$29.5K - $33.4K
|
4.17K
$1.08M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-204K- 99.65% |
$56.8M - $64.4M
|
712
$184K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
25New |
$6.95K - $7.88K
|
25
$6.48K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.9K- 17.76% |
$806K - $914K
|
13.4K
$3.48M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-38- 1.25% |
$10.6K - $12K
|
3.01K
$779K
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.81KNew |
$504K - $572K
|
1.81K
$470K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-51- 0.92% |
$14.2K - $16.1K
|
5.51K
$1.43M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
868+ 27.56% |
$241K - $274K
|
4.02K
$1.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-95- 38.0% |
$26.4K - $30K
|
155
$40.2K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.13KNew |
$1.15M - $1.3M
|
4.13K
$1.07M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
2.5KNew |
$695K - $788K
|
2.5K
$648K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-379- 1.08% |
$105K - $120K
|
34.7K
$8.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
34+ 0.25% |
$9.46K - $10.7K
|
13.5K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
12.7K+ 51.05% |
$3.54M - $4.02M
|
37.7K
$9.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.7K+ 5167.03% |
$1.31M - $1.48M
|
4.79K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.52K+ 57.61% |
$423K - $480K
|
4.16K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.18K+ 10.08% |
$606K - $687K
|
23.8K
$6.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.81K+ 5.86% |
$504K - $572K
|
32.8K
$8.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.16KNew |
$878K - $995K
|
3.16K
$817K
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
600+ 65.65% |
$167K - $189K
|
1.51K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
1.97K+ 13.12% |
$547K - $621K
|
17K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-105- 5.99% |
$29.2K - $33.1K
|
1.65K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.8K+ 143.56% |
$6.91M - $7.83M
|
42.2K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-5.5K- 28.21% |
$1.53M - $1.73M
|
14K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.63K- 2.32% |
$1.29M - $1.46M
|
195K
$50.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-17- 15.45% |
$4.73K - $5.36K
|
93
$24.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.2K+ 113.47% |
$3.94M - $4.47M
|
26.7K
$6.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.01K+ 3.49% |
$280K - $318K
|
29.8K
$7.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
3.58KNew |
$995K - $1.13M
|
3.58K
$926K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4.96K- 5.08% |
$1.38M - $1.56M
|
92.6K
$24M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-112- 25.45% |
$31.2K - $35.3K
|
328
$85K
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
759New |
$211K - $239K
|
759
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
134K+ 3.82% |
$37.2M - $42.1M
|
3.63M
$941M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
61+ 3.3% |
$17K - $19.2K
|
1.91K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
105+ 9.81% |
$29.2K - $33.1K
|
1.18K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.51K+ 3.55% |
$976K - $1.11M
|
102K
$26.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.02K- 23.31% |
$561K - $636K
|
6.64K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
200+ 27.51% |
$55.6K - $63.1K
|
927
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-45- 5.21% |
$12.5K - $14.2K
|
819
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
22.8K+ 15.48% |
$6.33M - $7.18M
|
170K
$44M
|