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 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
602New |
$167K - $190K
|
602
$178K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
957New |
$266K - $302K
|
957
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-38- 0.55% |
$10.6K - $12K
|
6.81K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-5- 0.08% |
$1.39K - $1.58K
|
6K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
1.85KNew |
$514K - $582K
|
1.85K
$547K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
40+ 1.68% |
$11.1K - $12.6K
|
2.42K
$715K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5+ 0.1% |
$1.39K - $1.58K
|
5.23K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
165+ 6.28% |
$45.9K - $52K
|
2.79K
$827K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
27.3K+ 47.77% |
$7.59M - $8.6M
|
84.3K
$25M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-10- 0.16% |
$2.78K - $3.15K
|
6.35K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2+ 0.1% |
$556 - $631
|
1.92K
$567K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-80- 3.03% |
$22.3K - $25.2K
|
2.56K
$759K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.39KNew |
$387K - $438K
|
1.39K
$412K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-285- 23.93% |
$79.3K - $89.9K
|
906
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
438+ 4.47% |
$122K - $138K
|
10.2K
$3.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$556 - $631
|
2.82K
$835K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-14- 0.26% |
$3.89K - $4.42K
|
5.43K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-4- 0.27% |
$1.11K - $1.26K
|
1.47K
$436K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.02KNew |
$284K - $322K
|
1.02K
$302K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-30- 0.31% |
$8.35K - $9.46K
|
9.79K
$2.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
9.75KNew |
$2.71M - $3.08M
|
9.75K
$2.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
391+ 10.25% |
$109K - $123K
|
4.21K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.64K- 2.05% |
$456K - $517K
|
78.5K
$23.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-32- 84.21% |
$8.9K - $10.1K
|
6
$1.78K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.39% |
$556 - $631
|
513
$152K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.27K- 99.91% |
$911K - $1.03M
|
3
$888
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
720New |
$200K - $227K
|
720
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.5K+ 1376.81% |
$5.43M - $6.16M
|
21K
$6.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-67- 2.7% |
$18.6K - $21.1K
|
2.42K
$716K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
40+ 0.67% |
$11.1K - $12.6K
|
6.01K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
112+ 12.0% |
$31.2K - $35.3K
|
1.05K
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
103+ 4.42% |
$28.7K - $32.5K
|
2.44K
$721K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
41+ 1.33% |
$11.4K - $12.9K
|
3.13K
$927K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
475+ 32.51% |
$132K - $150K
|
1.94K
$573K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-10- 0.78% |
$2.78K - $3.15K
|
1.26K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.28KNew |
$356K - $403K
|
1.28K
$379K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
80New |
$22.3K - $25.2K
|
80
$23.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-76- 0.42% |
$21.1K - $24K
|
17.9K
$5.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-360- 0.95% |
$100K - $114K
|
37.7K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
275New |
$76.5K - $86.7K
|
275
$81.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
84+ 5.71% |
$23.4K - $26.5K
|
1.56K
$460K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-301- 4.47% |
$83.7K - $94.9K
|
6.43K
$1.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-43- 0.52% |
$12K - $13.6K
|
8.21K
$2.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-942- 1.78% |
$262K - $297K
|
52.1K
$15.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
242+ 5.26% |
$67.3K - $76.3K
|
4.84K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
48New |
$13.4K - $15.1K
|
48
$14.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2- 0.02% |
$556 - $631
|
11.2K
$3.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
189New |
$52.6K - $59.6K
|
189
$56K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
235+ 15.11% |
$65.4K - $74.1K
|
1.79K
$530K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-6- 0.3% |
$1.67K - $1.89K
|
2.01K
$594K
|