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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5- 0.09% |
$1.12K - $1.43K
|
5.39K
$1.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
772New |
$173K - $221K
|
772
$241K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.19% |
$224 - $286
|
514
$160K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-124- 15.05% |
$27.8K - $35.4K
|
700
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-309- 27.2% |
$69.3K - $88.3K
|
827
$258K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-32- 6.97% |
$7.17K - $9.15K
|
427
$133K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-2- 0.05% |
$448 - $572
|
4.02K
$1.25M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
775New |
$174K - $222K
|
775
$242K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-16- 0.55% |
$3.59K - $4.57K
|
2.88K
$897K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-7- 0.79% |
$1.57K - $2K
|
883
$276K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
23.7KNew |
$6.03M - $7.17M
|
23.7K
$7.39M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
26New |
$6.62K - $7.88K
|
26
$8.12K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-15- 60.0% |
$3.82K - $4.54K
|
10
$3.12K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.57% |
$255 - $303
|
175
$54.6K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
220New |
$56K - $66.6K
|
220
$68.7K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-372- 19.25% |
$94.7K - $113K
|
1.56K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.8K- 1.57% |
$457K - $544K
|
112K
$35.1M
|
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-6.49K- 29.11% |
$1.65M - $1.97M
|
15.8K
$4.93M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-252- 20.52% |
$64.2K - $76.3K
|
976
$305K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-794- 41.44% |
$202K - $241K
|
1.12K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-35- 2.76% |
$8.91K - $10.6K
|
1.24K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.51K- 6.05% |
$384K - $457K
|
23.4K
$7.3M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
800New |
$204K - $242K
|
800
$250K
|
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-600- 22.69% |
$153K - $182K
|
2.04K
$638K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.44K- 41.22% |
$367K - $437K
|
2.06K
$641K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-4.71K- 15.78% |
$1.2M - $1.43M
|
25.1K
$7.84M
|
|
|
May 14, 2025
Q1 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
30.1KNew |
$7.67M - $9.12M
|
30.1K
$9.4M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.65K- 23.06% |
$419K - $499K
|
5.49K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
15+ 1.24% |
$3.82K - $4.54K
|
1.23K
$383K
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-1K- 30.73% |
$255K - $303K
|
2.25K
$704K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.86KNew |
$475K - $565K
|
1.86K
$582K
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
2.9KNew |
$739K - $880K
|
2.9K
$906K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
214New |
$54.5K - $64.8K
|
214
$66.8K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
414New |
$105K - $125K
|
414
$129K
|
|
|
May 13, 2025
Q1 2025
|
Oak Ridge Investments LLC
|
SELL
|
- |
-3.2K- 76.64% |
$814K - $968K
|
974
$304K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
100+ 0.71% |
$25.5K - $30.3K
|
14.2K
$4.43M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-6- 0.51% |
$1.53K - $1.82K
|
1.16K
$363K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.61K+ 27.32% |
$411K - $489K
|
7.52K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-829- 96.51% |
$211K - $251K
|
30
$9.36K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
9.89KNew |
$2.52M - $3M
|
9.89K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5+ 0.62% |
$1.27K - $1.51K
|
818
$255K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$255 - $303
|
1
$312
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-200- 13.21% |
$50.9K - $60.6K
|
1.31K
$410K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
80New |
$20.4K - $24.2K
|
80
$25K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$255 - $303
|
4.41K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
1.53KNew |
$389K - $463K
|
1.53K
$477K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
150New |
$38.2K - $45.4K
|
150
$46.8K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1+ 0.1% |
$255 - $303
|
973
$304K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-89- 8.33% |
$22.7K - $27K
|
979
$306K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-24- 96.0% |
$6.11K - $7.27K
|
1
$312
|
|