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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
716+ 24.9% |
$204K - $233K
|
3.59K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2+ 0.09% |
$569 - $650
|
2.32K
$723K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-222- 4.33% |
$63.1K - $72.1K
|
4.91K
$1.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29+ 2.33% |
$8.25K - $9.42K
|
1.27K
$397K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-23- 2.04% |
$6.54K - $7.47K
|
1.11K
$345K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-571- 11.0% |
$162K - $186K
|
4.62K
$1.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
600+ 8.45% |
$171K - $195K
|
7.7K
$2.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
792+ 20.59% |
$225K - $257K
|
4.64K
$1.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.53K+ 10.2% |
$2.71M - $3.1M
|
103K
$32.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.25K+ 1.05% |
$641K - $732K
|
217K
$67.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5+ 0.19% |
$1.42K - $1.62K
|
2.63K
$819K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
373+ 24.7% |
$106K - $121K
|
1.88K
$588K
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4+ 0.07% |
$1.14K - $1.3K
|
6.13K
$1.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-14Closed |
$3.98K - $4.55K
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
723New |
$206K - $235K
|
723
$226K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.69KNew |
$1.62M - $1.85M
|
5.69K
$1.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
125+ 4.64% |
$35.6K - $40.6K
|
2.82K
$880K
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-99- 2.63% |
$28.2K - $32.2K
|
3.67K
$1.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-225- 3.92% |
$64K - $73.1K
|
5.51K
$1.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.45K+ 8.82% |
$1.55M - $1.77M
|
67.2K
$21M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
77+ 11.79% |
$21.9K - $25K
|
730
$228K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
1.74KNew |
$494K - $565K
|
1.74K
$542K
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
871+ 15.72% |
$248K - $283K
|
6.41K
$2M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-14- 0.63% |
$3.98K - $4.55K
|
2.21K
$691K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.86K+ 293.16% |
$2.8M - $3.2M
|
13.2K
$4.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-233- 1.0% |
$66.3K - $75.7K
|
23K
$7.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-330- 0.42% |
$93.9K - $107K
|
79K
$24.7M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-39- 0.84% |
$11.1K - $12.7K
|
4.6K
$1.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.1K+ 1.43% |
$4.29M - $4.9M
|
1.07M
$333M
|
|
|
Nov 04, 2025
Q3 2025
|
Bronte Capital Management Pty Ltd.
|
BUY
|
CALL |
18.7KNew |
$5.32M - $6.08M
|
18.7K
$5.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-35- 4.85% |
$9.96K - $11.4K
|
687
$214K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
125New |
$35.6K - $40.6K
|
125
$39K
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
31+ 1.67% |
$8.82K - $10.1K
|
1.89K
$588K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$284 - $325
|
2.44K
$761K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-23- 1.77% |
$6.54K - $7.47K
|
1.27K
$397K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-120- 12.71% |
$34.1K - $39K
|
824
$257K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.2% |
$1.71K - $1.95K
|
3.03K
$947K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.13K- 3.15% |
$1.18M - $1.34M
|
127K
$39.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.96K+ 10.2% |
$1.13M - $1.29M
|
42.8K
$13.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-128- 2.7% |
$36.4K - $41.6K
|
4.61K
$1.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
300New |
$85.3K - $97.5K
|
300
$93.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
866New |
$246K - $281K
|
866
$270K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-43- 1.31% |
$12.2K - $14K
|
3.24K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-8- 0.11% |
$2.28K - $2.6K
|
7.29K
$2.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
24.6K+ 12.94% |
$6.99M - $7.99M
|
215K
$67M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.27% |
$284 - $325
|
371
$116K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-114- 10.33% |
$32.4K - $37K
|
990
$309K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-364- 3.5% |
$104K - $118K
|
10K
$3.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
83New |
$23.6K - $27K
|
83
$25.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
172+ 69.92% |
$48.9K - $55.9K
|
418
$130K
|
|