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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-47- 2.31% |
$12K - $14.2K
|
1.99K
$622K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-252- 19.7% |
$64.2K - $76.3K
|
1.03K
$321K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-50Closed |
$12.7K - $15.1K
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
870New |
$221K - $264K
|
870
$272K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-232- 46.68% |
$59.1K - $70.3K
|
265
$82.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-43- 4.56% |
$10.9K - $13K
|
900
$281K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-270- 13.61% |
$68.7K - $81.8K
|
1.71K
$535K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-23.1K- 95.37% |
$5.89M - $7.01M
|
1.12K
$351K
|
|
| Q4 2024 | |||||||
|
Jan 07, 2026
Q4 2024
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
43+ 195.45% |
$12K - $13.6K
|
65
$20.3K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-806Closed |
$224K - $254K
|
0
$0
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
166New |
$46.2K - $52.3K
|
166
$51.8K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.7KNew |
$473K - $536K
|
1.7K
$530K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
51New |
$14.2K - $16.1K
|
51
$15.9K
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-204K- 99.65% |
$56.8M - $64.4M
|
712
$222K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
2.5KNew |
$695K - $788K
|
2.5K
$780K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.16KNew |
$878K - $995K
|
3.16K
$985K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-17- 15.45% |
$4.73K - $5.36K
|
93
$29K
|
|
|
Feb 14, 2025
Q4 2024
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
3.58KNew |
$995K - $1.13M
|
3.58K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-112- 25.45% |
$31.2K - $35.3K
|
328
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
61+ 3.3% |
$17K - $19.2K
|
1.91K
$596K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
800New |
$223K - $252K
|
800
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
214+ 0.36% |
$59.5K - $67.5K
|
59.3K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.73K+ 119.31% |
$481K - $546K
|
3.18K
$993K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.38KNew |
$384K - $435K
|
1.38K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
691+ 80.54% |
$192K - $218K
|
1.55K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-2K- 35.09% |
$556K - $631K
|
3.7K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
1.6KNew |
$445K - $505K
|
1.6K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
4.4KNew |
$1.22M - $1.39M
|
4.4K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
61+ 7.12% |
$17K - $19.2K
|
918
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
7New |
$1.95K - $2.21K
|
7
$2.18K
|
|
|
Feb 14, 2025
Q4 2024
|
First Light Asset Management, LLC
Edina, MN |
BUY
|
- |
1.21KNew |
$336K - $381K
|
1.21K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
18.1K+ 6382.39% |
$5.04M - $5.72M
|
18.4K
$5.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.52KNew |
$1.53M - $1.74M
|
5.52K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
150New |
$41.7K - $47.3K
|
150
$46.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.6% |
$4.17K - $4.73K
|
2.48K
$773K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.52KNew |
$424K - $480K
|
1.52K
$475K
|
|
|
Feb 13, 2025
Q4 2024
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-136- 57.87% |
$37.8K - $42.9K
|
99
$30.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-150- 16.08% |
$41.7K - $47.3K
|
783
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-5- 12.2% |
$1.39K - $1.58K
|
36
$11.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
CALL |
15KNew |
$4.17M - $4.73M
|
15K
$4.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
18New |
$5.01K - $5.68K
|
18
$5.62K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
255New |
$70.9K - $80.4K
|
255
$79.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
76New |
$21.1K - $24K
|
76
$23.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
56New |
$15.6K - $17.7K
|
56
$17.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-5- 12.2% |
$1.39K - $1.58K
|
36
$11.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
130+ 23.9% |
$36.2K - $41K
|
674
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-32Closed |
$8.9K - $10.1K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
17New |
$4.73K - $5.36K
|
17
$5.31K
|
|
|
Feb 12, 2025
Q4 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-38- 1.75% |
$10.6K - $12K
|
2.13K
$665K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
19New |
$5.29K - $5.99K
|
19
$5.93K
|
|