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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-165- 3.39% |
$42K - $50K
|
4.7K
$1.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-168- 11.6% |
$42.8K - $50.9K
|
1.28K
$354K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-168- 14.63% |
$42.8K - $50.9K
|
980
$271K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-169- 2.44% |
$43K - $51.2K
|
6.75K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-169- 2.89% |
$43K - $51.2K
|
5.68K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-180- 9.94% |
$45.8K - $54.5K
|
1.63K
$450K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-188- 4.94% |
$47.9K - $56.9K
|
3.62K
$999K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-188- 31.44% |
$47.9K - $56.9K
|
410
$113K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-189- 88.32% |
$48.1K - $57.3K
|
25
$6.91K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-191- 1.5% |
$48.6K - $57.9K
|
12.6K
$3.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 2.31% |
$50.9K - $60.6K
|
8.44K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-200- 13.21% |
$50.9K - $60.6K
|
1.31K
$363K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-202- 13.57% |
$51.4K - $61.2K
|
1.29K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-206- 1.73% |
$52.4K - $62.4K
|
11.7K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-211- 0.88% |
$53.7K - $63.9K
|
23.8K
$6.58M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-213- 1.58% |
$54.2K - $64.5K
|
13.3K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-214- 3.96% |
$54.5K - $64.8K
|
5.19K
$1.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-232- 46.68% |
$59.1K - $70.3K
|
265
$73.2K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-234- 9.42% |
$59.6K - $70.9K
|
2.25K
$621K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-238- 0.95% |
$60.6K - $72.1K
|
24.8K
$6.84M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-238- 16.14% |
$60.6K - $72.1K
|
1.24K
$342K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-240- 2.06% |
$61.1K - $72.7K
|
11.4K
$3.16M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-243- 6.05% |
$61.9K - $73.6K
|
3.78K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-245- 63.64% |
$62.4K - $74.2K
|
140
$38.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-246- 3.1% |
$62.6K - $74.5K
|
7.7K
$2.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-246- 18.52% |
$62.6K - $74.5K
|
1.08K
$299K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-249- 6.53% |
$63.4K - $75.4K
|
3.56K
$985K
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-252- 20.52% |
$64.2K - $76.3K
|
976
$270K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-252- 6.92% |
$64.2K - $76.3K
|
3.39K
$937K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-252- 19.7% |
$64.2K - $76.3K
|
1.03K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-254- 7.85% |
$64.7K - $76.9K
|
2.98K
$824K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-257- 1.54% |
$65.4K - $77.9K
|
16.4K
$4.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-262- 3.85% |
$66.7K - $79.4K
|
6.55K
$1.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-262- 5.06% |
$66.7K - $79.4K
|
4.91K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-269- 23.21% |
$68.5K - $81.5K
|
890
$246K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-270- 4.09% |
$68.7K - $81.8K
|
6.34K
$1.75M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-270- 13.61% |
$68.7K - $81.8K
|
1.71K
$474K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-275- 3.17% |
$70K - $83.3K
|
8.4K
$2.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-295- 3.32% |
$75.1K - $89.4K
|
8.59K
$2.37M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-300- 6.1% |
$76.4K - $90.9K
|
4.62K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-302- 6.49% |
$76.9K - $91.5K
|
4.35K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-302- 6.82% |
$76.9K - $91.5K
|
4.12K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-311- 0.68% |
$79.2K - $94.2K
|
45.1K
$12.5M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-328- 10.41% |
$83.5K - $99.4K
|
2.82K
$780K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-329- 1.54% |
$83.8K - $99.7K
|
21K
$5.81M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-332- 7.46% |
$84.5K - $101K
|
4.12K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-338- 5.75% |
$86K - $102K
|
5.54K
$1.53M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-340- 4.76% |
$86.6K - $103K
|
6.81K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-346- 11.15% |
$88.1K - $105K
|
2.76K
$762K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-353- 10.45% |
$89.9K - $107K
|
3.03K
$836K
|