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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-300- 12.63% |
$67.2K - $85.8K
|
2.08K
$648K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
2.22KNew |
$498K - $635K
|
2.22K
$694K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8New |
$1.79K - $2.29K
|
8
$2.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-5- 0.22% |
$1.12K - $1.43K
|
2.3K
$718K
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-15- 1.18% |
$3.36K - $4.29K
|
1.26K
$393K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
100+ 12.5% |
$22.4K - $28.6K
|
900
$281K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.08% |
$448 - $572
|
2.61K
$814K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-600- 7.1% |
$134K - $172K
|
7.86K
$2.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-595- 5.58% |
$133K - $170K
|
10.1K
$3.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
812New |
$182K - $232K
|
812
$253K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-29- 5.46% |
$6.5K - $8.29K
|
502
$157K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.57K- 8.23% |
$352K - $449K
|
17.5K
$5.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-188- 13.17% |
$42.1K - $53.7K
|
1.24K
$387K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-67- 55.37% |
$15K - $19.2K
|
54
$16.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
18.3KNew |
$4.1M - $5.23M
|
18.3K
$5.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
769New |
$172K - $220K
|
769
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
93+ 6.33% |
$20.8K - $26.6K
|
1.56K
$488K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
718New |
$161K - $205K
|
718
$224K
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
135+ 13.18% |
$30.3K - $38.6K
|
1.16K
$362K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
51+ 3.9% |
$11.4K - $14.6K
|
1.36K
$424K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32New |
$7.17K - $9.15K
|
32
$9.99K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 6.09% |
$1.57K - $2K
|
122
$38.1K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.56K- 3.01% |
$349K - $445K
|
50.2K
$15.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
7.4KNew |
$1.66M - $2.12M
|
7.4K
$2.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-6- 0.88% |
$1.34K - $1.72K
|
675
$211K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
95New |
$21.3K - $27.2K
|
95
$29.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-740- 11.58% |
$166K - $212K
|
5.65K
$1.76M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
9New |
$2.02K - $2.57K
|
9
$2.81K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-195- 16.32% |
$43.7K - $55.7K
|
1K
$312K
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
1K+ 100200.0% |
$225K - $286K
|
1K
$313K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-19- 32.76% |
$4.26K - $5.43K
|
39
$12.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-51- 0.81% |
$11.4K - $14.6K
|
6.23K
$1.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-8- 0.88% |
$1.79K - $2.29K
|
900
$281K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
430New |
$96.4K - $123K
|
430
$134K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-120- 1.89% |
$26.9K - $34.3K
|
6.22K
$1.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3+ 0.19% |
$672 - $858
|
1.57K
$489K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
42New |
$9.41K - $12K
|
42
$13.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
70+ 3.75% |
$15.7K - $20K
|
1.94K
$605K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1+ 0.07% |
$224 - $286
|
1.39K
$432K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.72% |
$2.69K - $3.43K
|
1.68K
$523K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
113New |
$25.3K - $32.3K
|
113
$35.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
37+ 2.86% |
$8.29K - $10.6K
|
1.33K
$415K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-9- 1.09% |
$2.02K - $2.57K
|
817
$255K
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
1K+ 44.25% |
$224K - $286K
|
3.26K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
759New |
$170K - $217K
|
759
$237K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
871New |
$195K - $249K
|
871
$272K
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.47K- 52.98% |
$328K - $419K
|
1.3K
$406K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-13- 0.78% |
$2.91K - $3.72K
|
1.66K
$517K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.22KNew |
$273K - $348K
|
1.22K
$380K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$224 - $286
|
1
$312
|
|