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 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
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-296- 6.4% |
$84.2K - $96.2K
|
4.33K
$1.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
231+ 11.08% |
$65.7K - $75.1K
|
2.32K
$723K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-47- 2.01% |
$13.4K - $15.3K
|
2.29K
$715K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 1.12% |
$284 - $325
|
90
$28.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.07KNew |
$588K - $671K
|
2.07K
$645K
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-2.24K- 7.54% |
$637K - $727K
|
27.4K
$8.56M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
120+ 214.29% |
$34.1K - $39K
|
176
$54.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
20+ 1.74% |
$5.69K - $6.5K
|
1.17K
$366K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-146- 0.5% |
$41.5K - $47.4K
|
28.9K
$9.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-58- 1.66% |
$16.5K - $18.8K
|
3.45K
$1.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
185New |
$52.6K - $60.1K
|
185
$57.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
22+ 0.27% |
$6.26K - $7.15K
|
8.04K
$2.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
50+ 1.55% |
$14.2K - $16.2K
|
3.28K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-134- 7.85% |
$38.1K - $43.5K
|
1.57K
$491K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
2.27K+ 6.91% |
$647K - $739K
|
35.2K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-45- 1.94% |
$12.8K - $14.6K
|
2.27K
$708K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
285New |
$81.1K - $92.6K
|
285
$89K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
212+ 0.98% |
$60.3K - $68.9K
|
21.7K
$6.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
34+ 2.15% |
$9.67K - $11K
|
1.61K
$504K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
313+ 9.14% |
$89K - $102K
|
3.74K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-245- 19.01% |
$69.7K - $79.6K
|
1.04K
$326K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
59New |
$16.8K - $19.2K
|
59
$18.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-41- 1.17% |
$11.7K - $13.3K
|
3.46K
$1.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
13New |
$3.7K - $4.22K
|
13
$4.06K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10+ 1.12% |
$2.84K - $3.25K
|
904
$282K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.09% |
$284 - $325
|
1.06K
$329K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.63K- 1.77% |
$2.46M - $2.81M
|
479K
$150M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-8- 0.04% |
$2.28K - $2.6K
|
18.7K
$5.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.02K- 97.79% |
$290K - $331K
|
23
$7.18K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
56+ 3.97% |
$15.9K - $18.2K
|
1.47K
$458K
|
|