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 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
20.5K+ 67.43% |
$5.69M - $6.45M
|
50.8K
$15M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
74+ 1.93% |
$20.6K - $23.3K
|
3.91K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
162+ 6.23% |
$45.1K - $51.1K
|
2.76K
$817K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-395- 2.63% |
$110K - $125K
|
14.6K
$4.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
60+ 5.81% |
$16.7K - $18.9K
|
1.09K
$323K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.48KNew |
$411K - $466K
|
1.48K
$437K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.55K- 3.93% |
$708K - $803K
|
62.2K
$18.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 0.38% |
$1.11K - $1.26K
|
1.06K
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
790New |
$220K - $249K
|
790
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-820- 4.69% |
$228K - $259K
|
16.7K
$4.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
747New |
$208K - $236K
|
747
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
240+ 10.89% |
$66.8K - $75.7K
|
2.44K
$724K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
152+ 18.16% |
$42.3K - $47.9K
|
989
$293K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-540- 4.05% |
$150K - $170K
|
12.8K
$3.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.78K+ 484.32% |
$773K - $877K
|
3.35K
$993K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-58- 1.41% |
$16.1K - $18.3K
|
4.05K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
149+ 12.64% |
$41.5K - $47K
|
1.33K
$393K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
11.1KNew |
$3.08M - $3.49M
|
11.1K
$3.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-76- 9.55% |
$21.1K - $24K
|
720
$213K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-202K- 42.15% |
$56.1M - $63.6M
|
277K
$82M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-9- 0.93% |
$2.5K - $2.84K
|
957
$283K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.8K- 3.49% |
$500K - $567K
|
49.8K
$14.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
505+ 664.47% |
$140K - $159K
|
581
$172K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-36.6K- 64.98% |
$10.2M - $11.6M
|
19.7K
$5.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.46K+ 3.13% |
$683K - $774K
|
80.9K
$23.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
98+ 1225.0% |
$27.3K - $30.9K
|
106
$31.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5New |
$1.39K - $1.58K
|
5
$1.48K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8New |
$2.23K - $2.52K
|
8
$2.37K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$278 - $315
|
27.5K
$8.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.65K+ 11.67% |
$1.85M - $2.1M
|
63.7K
$18.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-180- 9.48% |
$50.1K - $56.8K
|
1.72K
$509K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
972New |
$270K - $307K
|
972
$288K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.14K+ 699.18% |
$1.43M - $1.62M
|
5.87K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
53+ 7.53% |
$14.7K - $16.7K
|
757
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-50- 1.47% |
$13.9K - $15.8K
|
3.34K
$989K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
90+ 0.55% |
$25K - $28.4K
|
16.5K
$4.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-89- 6.79% |
$24.8K - $28.1K
|
1.22K
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
570New |
$159K - $180K
|
570
$169K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-50- 4.66% |
$13.9K - $15.8K
|
1.02K
$303K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-96- 7.4% |
$26.7K - $30.3K
|
1.2K
$356K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-125- 96.9% |
$34.8K - $39.4K
|
4
$1.18K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
39+ 0.3% |
$10.8K - $12.3K
|
13.1K
$3.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
723+ 36.46% |
$201K - $228K
|
2.71K
$801K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
61+ 3.07% |
$17K - $19.2K
|
2.05K
$606K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
99+ 3.07% |
$27.5K - $31.2K
|
3.32K
$984K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
417+ 54.09% |
$116K - $132K
|
1.19K
$352K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.45K+ 84.4% |
$403K - $457K
|
3.17K
$938K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
511+ 3.32% |
$142K - $161K
|
15.9K
$4.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
13.6KNew |
$3.77M - $4.28M
|
13.6K
$4.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-483- 24.67% |
$134K - $152K
|
1.48K
$437K
|