Purchases and Sales Made in Q1 2025 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 2000 GWT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
258K+ 185.08% |
$65.6M - $78.1M
|
397K
$110M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
218K+ 6.01% |
$55.6M - $66.1M
|
3.85M
$1.06B
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
135K+ 319.7% |
$34.3M - $40.8M
|
177K
$48.9M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
118KNew |
$30.1M - $35.8M
|
118K
$32.7M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
79.8K+ 5.17% |
$20.3M - $24.2M
|
1.62M
$449M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.1K+ 2.87% |
$18.6M - $22.1M
|
2.62M
$724M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.7K+ 11533.4% |
$14.9M - $17.8M
|
59.2K
$16.4M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
57.8K+ 90.76% |
$14.7M - $17.5M
|
121K
$33.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
40K+ 7.95% |
$10.2M - $12.1M
|
544K
$150M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
39.7K+ 25453.21% |
$10.1M - $12M
|
39.9K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.1K+ 63.1% |
$9.95M - $11.8M
|
101K
$27.9M
|
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
36KNew |
$9.16M - $10.9M
|
36K
$9.94M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
33.9K+ 5871.23% |
$8.62M - $10.3M
|
34.5K
$9.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
32.7KNew |
$8.31M - $9.89M
|
32.7K
$9.02M
|
|
|
May 14, 2025
Q1 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
30.1KNew |
$7.67M - $9.12M
|
30.1K
$8.32M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
28.4K+ 40.79% |
$7.24M - $8.61M
|
98.1K
$27.1M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21.9KNew |
$5.59M - $6.65M
|
21.9K
$6.06M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
21.8K+ 13.76% |
$5.55M - $6.6M
|
180K
$49.8M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
17.2K+ 3.61% |
$4.38M - $5.21M
|
495K
$137M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
17K+ 39.97% |
$4.33M - $5.15M
|
59.6K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.3K+ 4.52% |
$4.16M - $4.95M
|
378K
$104M
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
15.9K+ 47.39% |
$4.04M - $4.81M
|
49.4K
$13.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
15.8K+ 92.09% |
$4.01M - $4.78M
|
32.9K
$9.09M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15.1K+ 73.94% |
$3.85M - $4.58M
|
35.6K
$9.84M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.9K+ 55.96% |
$3.8M - $4.52M
|
41.6K
$11.5M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
14.9K+ 740.65% |
$3.78M - $4.5M
|
16.9K
$4.66M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.7KNew |
$3.73M - $4.44M
|
14.7K
$4.05M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.5K+ 2.9% |
$3.68M - $4.38M
|
513K
$142M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.3K+ 1529.15% |
$3.63M - $4.32M
|
15.2K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.9KNew |
$3.55M - $4.22M
|
13.9K
$3.85M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.2K+ 2.38% |
$3.35M - $3.99M
|
567K
$157M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
13KNew |
$3.3M - $3.92M
|
13K
$3.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.2KNew |
$2.85M - $3.39M
|
11.2K
$3.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
10.9K+ 98.22% |
$2.77M - $3.29M
|
22K
$6.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.5K+ 170.09% |
$2.66M - $3.17M
|
16.6K
$4.59M
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
10.1K+ 14.03% |
$2.58M - $3.07M
|
82.4K
$22.8M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
9.89KNew |
$2.52M - $3M
|
9.89K
$2.73M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
9.77KNew |
$2.49M - $2.96M
|
9.77K
$2.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
9.5KNew |
$2.42M - $2.88M
|
9.5K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.05KNew |
$2.3M - $2.74M
|
9.05K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
8.29KNew |
$2.11M - $2.51M
|
8.29K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
8.24K+ 428.48% |
$2.1M - $2.5M
|
10.2K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
7.3KNew |
$1.86M - $2.21M
|
7.3K
$2.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
7.01K+ 35.25% |
$1.78M - $2.12M
|
26.9K
$7.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.59K+ 3.26% |
$1.68M - $2M
|
209K
$57.7M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.87K+ 40.19% |
$1.49M - $1.78M
|
20.5K
$5.65M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.7K+ 34.23% |
$1.45M - $1.73M
|
22.4K
$6.18M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.13K+ 1.92% |
$1.31M - $1.55M
|
273K
$75.4M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.12K+ 3.15% |
$1.3M - $1.55M
|
168K
$46.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.11K+ 11.59% |
$1.3M - $1.55M
|
49.2K
$13.6M
|