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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2026
Q4 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.12K+ 13.39% |
$349K - $376K
|
9.51K
$2.97M
|
|
|
Jan 30, 2026
Q4 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
976+ 204.61% |
$303K - $327K
|
1.45K
$454K
|
|
|
Jan 30, 2026
Q4 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-45- 1.42% |
$14K - $15.1K
|
3.12K
$975K
|
|
|
Jan 30, 2026
Q4 2025
|
Amg National Trust Bank
|
SELL
|
- |
-2.52K- 4.57% |
$782K - $843K
|
52.6K
$16.4M
|
|
|
Jan 30, 2026
Q4 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1- 0.06% |
$311 - $335
|
1.65K
$513K
|
|
|
Jan 30, 2026
Q4 2025
|
Keybank National Association
|
BUY
|
- |
794+ 0.55% |
$247K - $266K
|
146K
$45.6M
|
|
|
Jan 30, 2026
Q4 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2+ 0.06% |
$622 - $670
|
3.22K
$1M
|
|
|
Jan 30, 2026
Q4 2025
|
Shaker Investments LLC
|
SELL
|
- |
-1.73K- 51.17% |
$538K - $580K
|
1.65K
$516K
|
|
|
Jan 30, 2026
Q4 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
6+ 0.23% |
$1.86K - $2.01K
|
2.58K
$804K
|
|
|
Jan 30, 2026
Q4 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-338- 24.8% |
$105K - $113K
|
1.03K
$320K
|
|
|
Jan 30, 2026
Q4 2025
|
Us Bancorp \De\
|
SELL
|
- |
-98.5K- 38.12% |
$30.6M - $33M
|
160K
$49.9M
|
|
|
Jan 30, 2026
Q4 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-660- 0.74% |
$205K - $221K
|
88.3K
$27.6M
|
|
|
Jan 30, 2026
Q4 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
10+ 0.12% |
$3.11K - $3.35K
|
8.05K
$2.51M
|
|
|
Jan 30, 2026
Q4 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-99- 1.64% |
$30.8K - $33.2K
|
5.96K
$1.86M
|
|
|
Jan 30, 2026
Q4 2025
|
Activest Wealth Management
|
BUY
|
- |
175+ 3500.0% |
$54.4K - $58.6K
|
180
$56.2K
|
|
|
Jan 30, 2026
Q4 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-135- 11.27% |
$42K - $45.2K
|
1.06K
$332K
|
|
|
Jan 29, 2026
Q4 2025
|
M&T Bank Corp
|
BUY
|
- |
330K+ 1372.39% |
$103M - $111M
|
354K
$111M
|
|
|
Jan 29, 2026
Q4 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
378+ 41.91% |
$117K - $127K
|
1.28K
$400K
|
|
|
Jan 29, 2026
Q4 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
116+ 362.5% |
$36K - $38.9K
|
148
$46.2K
|
|
|
Jan 29, 2026
Q4 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.8KNew |
$559K - $603K
|
1.8K
$562K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.01K+ 88.22% |
$314K - $339K
|
2.16K
$673K
|
|
|
Jan 29, 2026
Q4 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
362+ 3.87% |
$112K - $121K
|
9.71K
$3.03M
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
602+ 2.82% |
$187K - $202K
|
21.9K
$6.84M
|
|
|
Jan 29, 2026
Q4 2025
|
Courier Capital LLC
|
BUY
|
- |
885+ 1.89% |
$275K - $296K
|
47.8K
$14.9M
|
|
|
Jan 29, 2026
Q4 2025
|
Quent Capital, LLC
|
BUY
|
- |
8.05K+ 25.14% |
$2.5M - $2.7M
|
40.1K
$12.5M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
48.9K+ 10.33% |
$15.2M - $16.4M
|
522K
$163M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.83K+ 6.87% |
$567K - $612K
|
28.4K
$8.87M
|
|
|
Jan 29, 2026
Q4 2025
|
Concord Wealth Partners
|
BUY
|
- |
32+ 533.33% |
$9.94K - $10.7K
|
38
$11.9K
|
|
|
Jan 29, 2026
Q4 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-532- 4.53% |
$165K - $178K
|
11.2K
$3.5M
|
|
|
Jan 29, 2026
Q4 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.06% |
$311 - $335
|
1.81K
$566K
|
|
|
Jan 29, 2026
Q4 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1+ 1.79% |
$311 - $335
|
57
$17.8K
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
11K+ 2.1% |
$3.41M - $3.67M
|
533K
$166M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
7.16K+ 10.11% |
$2.22M - $2.4M
|
78K
$24.3M
|
|
|
Jan 29, 2026
Q4 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-45- 0.54% |
$14K - $15.1K
|
8.31K
$2.59M
|
|
|
Jan 29, 2026
Q4 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7+ 0.21% |
$2.18K - $2.35K
|
3.36K
$1.05M
|
|
|
Jan 29, 2026
Q4 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-7.38K- 55.79% |
$2.29M - $2.47M
|
5.85K
$1.82M
|
|
|
Jan 29, 2026
Q4 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
19+ 1.38% |
$5.9K - $6.37K
|
1.4K
$436K
|
|
|
Jan 28, 2026
Q4 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
746+ 1.02% |
$232K - $250K
|
73.8K
$23M
|
|
|
Jan 28, 2026
Q4 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
23+ 0.53% |
$7.15K - $7.71K
|
4.35K
$1.36M
|
|
|
Jan 28, 2026
Q4 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
175+ 6.72% |
$54.4K - $58.6K
|
2.78K
$867K
|
|
|
Jan 28, 2026
Q4 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-19- 2.0% |
$5.9K - $6.37K
|
929
$290K
|
|
|
Jan 28, 2026
Q4 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.06% |
$311 - $335
|
1.62K
$504K
|
|
|
Jan 28, 2026
Q4 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-209- 0.77% |
$64.9K - $70K
|
27.1K
$8.44M
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
822New |
$255K - $275K
|
822
$257K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.23K+ 5.66% |
$382K - $412K
|
23K
$7.17M
|
|
|
Jan 28, 2026
Q4 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.43K+ 2.45% |
$443K - $478K
|
59.5K
$18.6M
|
|
|
Jan 28, 2026
Q4 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.17% |
$311 - $335
|
607
$189K
|
|
|
Jan 28, 2026
Q4 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-4- 0.24% |
$1.24K - $1.34K
|
1.68K
$523K
|
|
|
Jan 28, 2026
Q4 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-130- 2.09% |
$40.4K - $43.6K
|
6.09K
$1.9M
|
|
|
Jan 28, 2026
Q4 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.33K+ 2.92% |
$1.97M - $2.12M
|
223K
$69.6M
|
|