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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.78K+ 484.32% |
$773K - $877K
|
3.35K
$993K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.77KNew |
$771K - $874K
|
2.77K
$820K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.77K+ 196.1% |
$770K - $873K
|
4.18K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.77KNew |
$769K - $872K
|
2.77K
$819K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
2.76K+ 3.19% |
$769K - $872K
|
89.5K
$26.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.62KNew |
$727K - $825K
|
2.62K
$774K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.51K+ 12.29% |
$699K - $793K
|
23K
$6.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.46K+ 3.13% |
$683K - $774K
|
80.9K
$23.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.34K+ 8.21% |
$652K - $739K
|
30.9K
$9.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.26K+ 32.86% |
$629K - $713K
|
9.14K
$2.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
2.08KNew |
$579K - $656K
|
2.08K
$616K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.01K+ 184.68% |
$560K - $635K
|
3.1K
$919K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2K+ 169.18% |
$556K - $630K
|
3.18K
$941K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.94K+ 266.44% |
$539K - $611K
|
2.66K
$789K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.89K+ 4.47% |
$525K - $595K
|
44.1K
$13.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.87K+ 31.04% |
$520K - $590K
|
7.9K
$2.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.86K+ 12.2% |
$518K - $587K
|
17.1K
$5.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
1.85KNew |
$514K - $582K
|
1.85K
$547K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.76KNew |
$490K - $556K
|
1.76K
$522K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.75KNew |
$487K - $552K
|
1.75K
$518K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.73KNew |
$482K - $547K
|
1.73K
$513K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.54KNew |
$427K - $484K
|
1.54K
$455K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.53K+ 82.11% |
$425K - $482K
|
3.39K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
1.5KNew |
$417K - $473K
|
1.5K
$444K
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.49KNew |
$414K - $470K
|
1.49K
$441K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.48KNew |
$411K - $466K
|
1.48K
$437K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.45K+ 84.4% |
$403K - $457K
|
3.17K
$938K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.43K+ 15.56% |
$398K - $451K
|
10.6K
$3.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.39KNew |
$387K - $438K
|
1.39K
$412K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.33K+ 0.96% |
$371K - $421K
|
140K
$41.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.32K+ 51.94% |
$366K - $415K
|
3.85K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.28K+ 110.44% |
$356K - $404K
|
2.44K
$722K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.28KNew |
$356K - $403K
|
1.28K
$379K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.17KNew |
$327K - $370K
|
1.17K
$348K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.17KNew |
$326K - $370K
|
1.17K
$347K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.17KNew |
$324K - $368K
|
1.17K
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
1.03KNew |
$287K - $325K
|
1.03K
$306K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.02KNew |
$284K - $322K
|
1.02K
$302K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.01K+ 2.12% |
$281K - $319K
|
48.7K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.01KNew |
$280K - $318K
|
1.01K
$298K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
1KNew |
$278K - $315K
|
1K
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
972New |
$270K - $307K
|
972
$288K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
963+ 16.09% |
$268K - $304K
|
6.95K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
957New |
$266K - $302K
|
957
$283K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
954+ 2.07% |
$265K - $301K
|
47K
$13.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
951+ 47.24% |
$265K - $300K
|
2.96K
$877K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
906+ 0.82% |
$252K - $286K
|
112K
$33.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
870+ 43.96% |
$242K - $274K
|
2.85K
$843K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
842New |
$234K - $266K
|
842
$249K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
821New |
$228K - $259K
|
821
$243K
|