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 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.86K+ 12.2% |
$518K - $587K
|
17.1K
$5.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
1.85KNew |
$514K - $582K
|
1.85K
$546K
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
1.8KNew |
$499K - $566K
|
1.8K
$531K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.76KNew |
$490K - $556K
|
1.76K
$521K
|
|
|
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
$512K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.54KNew |
$427K - $484K
|
1.54K
$454K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.53K+ 82.11% |
$425K - $482K
|
3.39K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.52KNew |
$424K - $480K
|
1.52K
$450K
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
1.5KNew |
$417K - $473K
|
1.5K
$443K
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.49KNew |
$414K - $470K
|
1.49K
$440K
|
|
|
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
$937K
|
|
|
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
$411K
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
1.37KNew |
$382K - $433K
|
1.37K
$406K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.33K+ 0.96% |
$371K - $421K
|
140K
$41.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.32K+ 21.22% |
$367K - $416K
|
7.54K
$2.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.32K+ 51.94% |
$366K - $415K
|
3.85K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.3K+ 11.32% |
$361K - $409K
|
12.8K
$3.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.28K+ 110.44% |
$356K - $404K
|
2.44K
$721K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.28KNew |
$356K - $403K
|
1.28K
$378K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.25KNew |
$347K - $394K
|
1.25K
$369K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.17KNew |
$327K - $370K
|
1.17K
$347K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.17KNew |
$326K - $370K
|
1.17K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.17KNew |
$325K - $369K
|
1.17K
$346K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.17KNew |
$324K - $368K
|
1.17K
$345K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.15K+ 40.32% |
$319K - $361K
|
3.99K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.08K+ 3.44% |
$302K - $342K
|
32.6K
$9.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
1.03KNew |
$287K - $325K
|
1.03K
$305K
|
|
|
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 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
996+ 5.12% |
$277K - $314K
|
20.5K
$6.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
972New |
$270K - $307K
|
972
$287K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
963+ 16.09% |
$268K - $304K
|
6.95K
$2.05M
|
|
|
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
$876K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
906+ 2.46% |
$252K - $286K
|
37.7K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
906+ 0.82% |
$252K - $286K
|
112K
$33M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
870+ 43.96% |
$242K - $274K
|
2.85K
$842K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
842New |
$234K - $266K
|
842
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
840+ 2.27% |
$234K - $265K
|
37.8K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
821New |
$228K - $259K
|
821
$243K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
805New |
$224K - $254K
|
805
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
800New |
$223K - $252K
|
800
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
790New |
$220K - $249K
|
790
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
781+ 29.85% |
$217K - $246K
|
3.4K
$1M
|