Latest Institutional Purchases of Ishares Russell 2000 Gwt ETF (IWO)
This list provides information on the latest institutional transactions involving Ishares Russell 2000 Gwt ETF (IWO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
74.8K+ 4991.05% |
$23.2M - $25M
|
76.3K
$23.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
20.8KNew |
$6.47M - $6.98M
|
20.8K
$6.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
6.25K+ 67.02% |
$1.94M - $2.09M
|
15.6K
$4.86M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
5.38K+ 18.62% |
$1.67M - $1.8M
|
34.3K
$10.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.42K+ 1.94% |
$1.06M - $1.15M
|
180K
$56M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.05K+ 34.3% |
$638K - $688K
|
8.04K
$2.51M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.64K+ 1.55% |
$508K - $548K
|
107K
$33.4M
|
|
|
Jan 14, 2026
Q4 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
743New |
$231K - $249K
|
743
$232K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
710New |
$221K - $238K
|
710
$222K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
531+ 19.39% |
$165K - $178K
|
3.27K
$1.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
500+ 2.38% |
$155K - $168K
|
21.5K
$6.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
500New |
$155K - $168K
|
500
$156K
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
450+ 25.4% |
$140K - $151K
|
2.22K
$694K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
393+ 1.83% |
$122K - $132K
|
21.9K
$6.82M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
369+ 25.97% |
$115K - $124K
|
1.79K
$559K
|
|
|
Jan 08, 2026
Q4 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
339+ 1.53% |
$105K - $114K
|
22.6K
$7.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
334+ 47.58% |
$104K - $112K
|
1.04K
$323K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
153+ 5.78% |
$47.5K - $51.3K
|
2.8K
$875K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
100New |
$31.1K - $33.5K
|
100
$31.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
69+ 4.7% |
$21.4K - $23.1K
|
1.54K
$480K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
61+ 1.93% |
$19K - $20.4K
|
3.22K
$1.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
38New |
$11.8K - $12.7K
|
38
$11.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
24+ 0.03% |
$7.46K - $8.04K
|
74.9K
$23.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
22+ 3.29% |
$6.84K - $7.37K
|
690
$215K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18+ 1.7% |
$5.59K - $6.03K
|
1.08K
$336K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13+ 11.02% |
$4.04K - $4.36K
|
131
$40.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12+ 1.33% |
$3.73K - $4.02K
|
916
$286K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
10+ 1.47% |
$3.11K - $3.35K
|
690
$215K
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.83% |
$2.8K - $3.02K
|
1.09K
$339K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
5+ 0.21% |
$1.55K - $1.68K
|
2.35K
$733K
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.59% |
$1.24K - $1.34K
|
685
$214K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
4+ 0.28% |
$1.24K - $1.34K
|
1.46K
$455K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4+ 0.14% |
$1.24K - $1.34K
|
2.9K
$905K
|
|
|
Jan 12, 2026
Q4 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2+ 0.2% |
$622 - $670
|
1.01K
$314K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
2+ 0.02% |
$622 - $670
|
10.3K
$3.23M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$622 - $670
|
3.56K
$1.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1+ 0.1% |
$311 - $335
|
1.04K
$326K
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.31% |
$311 - $335
|
326
$102K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.51% |
$311 - $335
|
199
$62.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2025 | |||||||
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
408K+ 71.99% |
$116M - $133M
|
976K
$305M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
103K+ 268.08% |
$29.3M - $33.4M
|
141K
$44.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
95.8K+ 58.91% |
$27.3M - $31.1M
|
258K
$80.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
40K+ 49.38% |
$11.4M - $13M
|
121K
$37.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Geneva Capital Management LLC
|
BUY
|
- |
37K+ 109.25% |
$10.5M - $12M
|
70.8K
$22.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
35.5K+ 190.86% |
$10.1M - $11.5M
|
54.1K
$16.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.3K+ 5.21% |
$8.06M - $9.21M
|
572K
$179M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.2K+ 5.17% |
$7.73M - $8.83M
|
553K
$172M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
26.8KNew |
$7.63M - $8.71M
|
26.8K
$8.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
25.5K+ 31.21% |
$7.25M - $8.28M
|
107K
$33.4M
|
|