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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
40New |
$11.1K - $12.6K
|
40
$11.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
10+ 0.39% |
$2.78K - $3.15K
|
2.56K
$758K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
10+ 0.74% |
$2.78K - $3.15K
|
1.36K
$404K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
12+ 1.5% |
$3.34K - $3.78K
|
813
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.86K+ 12.2% |
$518K - $587K
|
17.1K
$5.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
482K+ 4483.21% |
$134M - $152M
|
493K
$146M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
658+ 40.59% |
$183K - $208K
|
2.28K
$675K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.84K+ 7.21% |
$1.35M - $1.53M
|
72K
$21.3M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
500+ 22.73% |
$139K - $158K
|
2.7K
$799K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
66+ 5.2% |
$18.4K - $20.8K
|
1.34K
$396K
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-4.43K- 22.04% |
$1.23M - $1.4M
|
15.7K
$4.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.61% |
$7.51K - $8.51K
|
4.45K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.08K+ 62.6% |
$2.53M - $2.86M
|
23.6K
$6.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.58KNew |
$996K - $1.13M
|
3.58K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18- 2.78% |
$5.01K - $5.68K
|
629
$186K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
740New |
$206K - $233K
|
740
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-58- 0.47% |
$16.1K - $18.3K
|
12.2K
$3.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
15New |
$4.17K - $4.73K
|
15
$4.44K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
260+ 25.74% |
$72.3K - $82K
|
1.27K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-8.76K- 2.04% |
$2.44M - $2.76M
|
420K
$124M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
231+ 2.74% |
$64.3K - $72.8K
|
8.68K
$2.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.53K+ 82.11% |
$425K - $482K
|
3.39K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
144+ 6.94% |
$40.1K - $45.4K
|
2.22K
$657K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
109+ 14.65% |
$30.3K - $34.4K
|
853
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
116+ 2.19% |
$32.3K - $36.6K
|
5.42K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-674- 2.29% |
$188K - $213K
|
28.8K
$8.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
56+ 2.21% |
$15.6K - $17.7K
|
2.6K
$768K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.8K+ 46.83% |
$4.68M - $5.31M
|
52.8K
$15.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.94K+ 266.44% |
$539K - $611K
|
2.66K
$789K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-120- 32.52% |
$33.4K - $37.8K
|
249
$73.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
339New |
$94.3K - $107K
|
339
$100K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-610- 27.59% |
$170K - $192K
|
1.6K
$474K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.17KNew |
$327K - $370K
|
1.17K
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.07K- 0.7% |
$298K - $338K
|
152K
$44.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-31- 0.91% |
$8.62K - $9.78K
|
3.38K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-216- 9.27% |
$60.1K - $68.1K
|
2.11K
$626K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
7+ 0.38% |
$1.95K - $2.21K
|
1.85K
$547K
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-67- 4.15% |
$18.6K - $21.1K
|
1.55K
$459K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
2.76K+ 3.19% |
$769K - $872K
|
89.5K
$26.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3.37K+ 10.29% |
$938K - $1.06M
|
36.1K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.9K+ 386.26% |
$3.03M - $3.44M
|
13.7K
$4.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
14+ 0.37% |
$3.89K - $4.42K
|
3.85K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-33- 0.11% |
$9.18K - $10.4K
|
28.7K
$8.49M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.27K- 7.4% |
$631K - $716K
|
28.4K
$8.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-70- 0.43% |
$19.5K - $22.1K
|
16.2K
$4.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
554KNew |
$154M - $175M
|
554K
$164M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
153New |
$42.6K - $48.3K
|
153
$45.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.1% |
$278 - $315
|
1.02K
$302K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.17KNew |
$324K - $368K
|
1.17K
$345K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
31New |
$8.62K - $9.78K
|
31
$9.18K
|