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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-175- 24.51% |
$48.7K - $55.2K
|
539
$160K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.76% |
$278 - $315
|
132
$39.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$278 - $315
|
797
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-5- 0.01% |
$1.39K - $1.58K
|
35.2K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
45K+ 2269.84% |
$12.5M - $14.2M
|
47K
$13.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
15+ 150.0% |
$4.17K - $4.73K
|
25
$7.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
207+ 5.82% |
$57.6K - $65.3K
|
3.77K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-349K- 99.65% |
$97M - $110M
|
1.22K
$360K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
668+ 10.17% |
$186K - $211K
|
7.24K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.28K+ 110.44% |
$356K - $404K
|
2.44K
$722K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
137+ 18.12% |
$38.1K - $43.2K
|
893
$264K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.73KNew |
$482K - $547K
|
1.73K
$513K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
1KNew |
$278K - $315K
|
1K
$296K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
963+ 16.09% |
$268K - $304K
|
6.95K
$2.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$278 - $315
|
2.78K
$823K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-164- 17.83% |
$45.6K - $51.7K
|
756
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.43% |
$835 - $946
|
703
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-183- 3.25% |
$50.9K - $57.7K
|
5.45K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
3.82KNew |
$1.06M - $1.2M
|
3.82K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
954+ 2.07% |
$265K - $301K
|
47K
$13.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
77New |
$21.4K - $24.3K
|
77
$22.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-59- 1.96% |
$16.4K - $18.6K
|
2.95K
$873K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
3+ 0.41% |
$835 - $946
|
741
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
723New |
$201K - $228K
|
723
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-7.47K- 21.27% |
$2.08M - $2.36M
|
27.7K
$8.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-91- 1.3% |
$25.3K - $28.7K
|
6.92K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.98KNew |
$829K - $939K
|
2.98K
$882K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-815- 2.86% |
$227K - $257K
|
27.6K
$8.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
85+ 6.0% |
$23.6K - $26.8K
|
1.5K
$445K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
2+ 0.17% |
$556 - $631
|
1.21K
$358K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10+ 1.17% |
$2.78K - $3.15K
|
868
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-18- 51.43% |
$5.01K - $5.68K
|
17
$5.03K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-33- 44.0% |
$9.18K - $10.4K
|
42
$12.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
62.2K+ 823.95% |
$17.3M - $19.6M
|
69.7K
$20.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-39- 0.86% |
$10.8K - $12.3K
|
4.49K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-150- 16.54% |
$41.7K - $47.3K
|
757
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-13- 1.83% |
$3.62K - $4.1K
|
697
$206K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3+ 0.4% |
$835 - $946
|
760
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3+ 0.24% |
$835 - $946
|
1.25K
$369K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-11- 5.34% |
$3.06K - $3.47K
|
195
$57.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
259+ 4.82% |
$72.1K - $81.7K
|
5.63K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.5K- 48.72% |
$2.93M - $3.32M
|
11.1K
$3.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-42- 2.08% |
$11.7K - $13.2K
|
1.98K
$586K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
870+ 43.96% |
$242K - $274K
|
2.85K
$843K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
24+ 0.98% |
$6.68K - $7.57K
|
2.48K
$735K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
18.5KNew |
$5.16M - $5.84M
|
18.5K
$5.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
133+ 0.11% |
$37K - $41.9K
|
126K
$37.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
842New |
$234K - $266K
|
842
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-575- 12.95% |
$160K - $181K
|
3.87K
$1.14M
|