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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
651New |
$185K - $212K
|
651
$203K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
18+ 1.0% |
$5.12K - $5.85K
|
1.81K
$566K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-18- 21.69% |
$5.12K - $5.85K
|
65
$20.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
549+ 24.2% |
$156K - $178K
|
2.82K
$880K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
366New |
$104K - $119K
|
366
$114K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-9- 0.46% |
$2.56K - $2.92K
|
1.94K
$606K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.43K- 18.85% |
$406K - $463K
|
6.14K
$1.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
1.39KNew |
$395K - $451K
|
1.39K
$433K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-10- 3.8% |
$2.84K - $3.25K
|
253
$79K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-8- 0.08% |
$2.28K - $2.6K
|
9.69K
$3.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-421- 0.62% |
$120K - $137K
|
67.9K
$21.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
109+ 14.44% |
$31K - $35.4K
|
864
$270K
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-860- 4.3% |
$245K - $279K
|
19.1K
$5.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-13- 0.11% |
$3.7K - $4.22K
|
11.8K
$3.68M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-177- 12.66% |
$50.3K - $57.5K
|
1.22K
$381K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
305+ 44.66% |
$86.8K - $99.1K
|
988
$308K
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.76K- 1.94% |
$500K - $571K
|
89K
$27.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-61- 42.66% |
$17.4K - $19.8K
|
82
$25.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
2+ 0.13% |
$569 - $650
|
1.49K
$465K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
23+ 0.4% |
$6.54K - $7.47K
|
5.79K
$1.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
672New |
$191K - $218K
|
672
$210K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-944- 34.77% |
$269K - $307K
|
1.77K
$553K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-40- 1.07% |
$11.4K - $13K
|
3.71K
$1.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.58K+ 8.55% |
$1.3M - $1.49M
|
58.1K
$18.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.46K+ 7.32% |
$416K - $476K
|
21.5K
$6.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.93KNew |
$1.69M - $1.93M
|
5.93K
$1.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
685New |
$195K - $223K
|
685
$214K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-927- 7.18% |
$264K - $301K
|
12K
$3.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-157- 0.81% |
$44.7K - $51K
|
19.2K
$5.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-784- 2.39% |
$223K - $255K
|
32K
$10M
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
300+ 4.35% |
$85.3K - $97.5K
|
7.2K
$2.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
25.5K+ 31.21% |
$7.25M - $8.28M
|
107K
$33.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
194+ 5.5% |
$55.2K - $63K
|
3.72K
$1.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-1.15K- 20.5% |
$327K - $374K
|
4.46K
$1.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
24+ 1.77% |
$6.83K - $7.8K
|
1.38K
$430K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
40+ 3.62% |
$11.4K - $13K
|
1.15K
$358K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
628New |
$179K - $204K
|
628
$196K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-143- 9.41% |
$40.7K - $46.5K
|
1.38K
$430K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
641New |
$182K - $208K
|
641
$200K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
67+ 3.44% |
$19.1K - $21.8K
|
2.02K
$629K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-117- 4.85% |
$33.3K - $38K
|
2.3K
$717K
|
|
|
Oct 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
143+ 15.29% |
$40.7K - $46.5K
|
1.08K
$336K
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-350- 29.69% |
$99.6K - $114K
|
829
$259K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-123- 3.74% |
$35K - $40K
|
3.16K
$987K
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-60- 25.53% |
$17.1K - $19.5K
|
175
$54.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
112New |
$31.9K - $36.4K
|
112
$35K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-168- 0.56% |
$47.8K - $54.6K
|
29.8K
$9.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-155- 0.58% |
$44.1K - $50.4K
|
26.4K
$8.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
827New |
$235K - $269K
|
827
$258K
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
3+ 0.19% |
$853 - $975
|
1.62K
$505K
|
|