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 03, 2025
Q4 2024
|
Times Square Capital Management, LLC
|
SELL
|
- |
-16.5K- 35.48% |
$4.59M - $5.2M
|
30K
$8.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-2- -0.0% |
$556 - $631
|
44.9K
$13.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.19KNew |
$887K - $1.01M
|
3.19K
$944K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-9- 3.91% |
$2.5K - $2.84K
|
221
$65.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
307+ 37.08% |
$85.4K - $96.8K
|
1.14K
$336K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
33+ 0.5% |
$9.18K - $10.4K
|
6.6K
$1.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
78+ 7.07% |
$21.7K - $24.6K
|
1.18K
$350K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
296+ 4.05% |
$82.3K - $93.3K
|
7.61K
$2.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
14K+ 1.59% |
$3.89M - $4.41M
|
891K
$264M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-290- 9.33% |
$80.7K - $91.5K
|
2.82K
$835K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
84+ 3.44% |
$23.4K - $26.5K
|
2.53K
$748K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.01K+ 2.12% |
$281K - $319K
|
48.7K
$14.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
89+ 1.27% |
$24.8K - $28.1K
|
7.09K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
233+ 25.16% |
$64.8K - $73.5K
|
1.16K
$343K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.89K+ 4.47% |
$525K - $595K
|
44.1K
$13.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-41- 3.59% |
$11.4K - $12.9K
|
1.1K
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.18% |
$278 - $315
|
543
$161K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-66- 0.65% |
$18.4K - $20.8K
|
10.1K
$2.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
209New |
$58.1K - $65.9K
|
209
$61.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.17KNew |
$326K - $370K
|
1.17K
$347K
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-51.1K- 33.55% |
$14.2M - $16.1M
|
101K
$29.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.8KNew |
$2.45M - $2.78M
|
8.8K
$2.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-677- 2.93% |
$188K - $213K
|
22.4K
$6.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
12New |
$3.34K - $3.78K
|
12
$3.55K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.33K+ 0.96% |
$371K - $421K
|
140K
$41.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
42.6KNew |
$11.8M - $13.4M
|
42.6K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-695- 2.26% |
$193K - $219K
|
30.1K
$8.9M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.65K+ 1.41% |
$1.85M - $2.1M
|
477K
$141M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.9K+ 23.8% |
$806K - $914K
|
15.1K
$4.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
11.8K+ 511.53% |
$3.3M - $3.74M
|
14.2K
$4.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3+ 0.36% |
$835 - $946
|
841
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.35% |
$278 - $315
|
287
$85K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-97- 3.1% |
$27K - $30.6K
|
3.03K
$896K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-68- 1.36% |
$18.9K - $21.4K
|
4.92K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
410New |
$114K - $129K
|
410
$121K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-196- 3.87% |
$54.5K - $61.8K
|
4.86K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
221+ 20.67% |
$61.5K - $69.7K
|
1.29K
$382K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.53K- 17.1% |
$425K - $482K
|
7.4K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
3.56KNew |
$989K - $1.12M
|
3.56K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
15.6K+ 269.86% |
$4.33M - $4.91M
|
21.3K
$6.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
333+ 29.57% |
$92.6K - $105K
|
1.46K
$432K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.35% |
$556 - $631
|
576
$171K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
200+ 23.42% |
$55.6K - $63.1K
|
1.05K
$312K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.08K- 12.56% |
$579K - $656K
|
14.5K
$4.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-632- 10.99% |
$176K - $199K
|
5.12K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-75- 0.99% |
$20.9K - $23.7K
|
7.54K
$2.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-45- 5.34% |
$12.5K - $14.2K
|
797
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-576- 20.23% |
$160K - $182K
|
2.27K
$672K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
298+ 5.81% |
$82.9K - $94K
|
5.42K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-78- 32.5% |
$21.7K - $24.6K
|
162
$48K
|