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 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 9.62% |
$56.9K - $65K
|
1.88K
$586K
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-144- 15.03% |
$41K - $46.8K
|
814
$254K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-207- 2.43% |
$58.9K - $67.3K
|
8.31K
$2.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-73- 4.01% |
$20.8K - $23.7K
|
1.75K
$546K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-102- 5.79% |
$29K - $33.1K
|
1.66K
$518K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
981+ 16.7% |
$279K - $319K
|
6.85K
$2.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Thoma Capital Management LLC
Towson, MD |
SELL
|
- |
-1.41K- 3.99% |
$401K - $458K
|
33.9K
$10.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-517- 62.14% |
$147K - $168K
|
315
$98.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
681New |
$194K - $221K
|
681
$213K
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
1+ 0.04% |
$284 - $325
|
2.71K
$846K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
220+ 1.91% |
$62.6K - $71.5K
|
11.7K
$3.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-12- 0.53% |
$3.41K - $3.9K
|
2.25K
$702K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
113+ 11.51% |
$32.1K - $36.7K
|
1.1K
$342K
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-23- 1.31% |
$6.54K - $7.47K
|
1.73K
$540K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1+ 0.09% |
$284 - $325
|
1.06K
$330K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.31KNew |
$373K - $427K
|
1.31K
$410K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5+ 0.09% |
$1.42K - $1.62K
|
5.39K
$1.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-618- 8.57% |
$176K - $201K
|
6.59K
$2.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-860- 2.21% |
$245K - $279K
|
38K
$11.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-714- 36.54% |
$203K - $232K
|
1.24K
$387K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.08% |
$284 - $325
|
1.33K
$414K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.46KNew |
$415K - $474K
|
1.46K
$456K
|
|
|
Oct 20, 2025
Q3 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2+ 0.05% |
$569 - $650
|
4.3K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
260+ 5.44% |
$74K - $84.5K
|
5.04K
$1.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
661New |
$188K - $215K
|
661
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
207+ 6.25% |
$58.9K - $67.3K
|
3.52K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
SELL
|
- |
-103- 7.04% |
$29.3K - $33.5K
|
1.36K
$425K
|
|
|
Oct 20, 2025
Q3 2025
|
Yarbrough Capital, LLC
|
SELL
|
- |
-5.68K- 5.92% |
$1.62M - $1.85M
|
90.3K
$28.2M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
16+ 5.88% |
$4.55K - $5.2K
|
288
$89.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-536- 2.61% |
$152K - $174K
|
20K
$6.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
630New |
$179K - $205K
|
630
$197K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-5- 0.33% |
$1.42K - $1.62K
|
1.53K
$477K
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
650New |
$185K - $211K
|
650
$203K
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
8.13KNew |
$2.31M - $2.64M
|
8.13K
$2.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
225New |
$64K - $73.1K
|
225
$70.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13- 0.25% |
$3.7K - $4.22K
|
5.13K
$1.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-451- 5.26% |
$128K - $147K
|
8.13K
$2.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
BUY
|
- |
2.64K+ 355.59% |
$752K - $859K
|
3.39K
$1.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-91- 3.41% |
$25.9K - $29.6K
|
2.57K
$803K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
779+ 9.65% |
$222K - $253K
|
8.85K
$2.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.13% |
$853 - $975
|
2.35K
$732K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
274+ 5.84% |
$77.9K - $89K
|
4.97K
$1.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.07% |
$284 - $325
|
1.47K
$460K
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
716+ 0.99% |
$204K - $233K
|
73.1K
$22.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
2+ 0.02% |
$569 - $650
|
10.3K
$3.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-170- 0.97% |
$48.4K - $55.2K
|
17.3K
$5.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
683New |
$194K - $222K
|
683
$213K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.35KNew |
$953K - $1.09M
|
3.35K
$1.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
95+ 12.09% |
$27K - $30.9K
|
881
$275K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15- 0.19% |
$4.27K - $4.87K
|
7.76K
$2.42M
|
|