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 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-359- 2.75% |
$91.4K - $109K
|
12.7K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-361- 6.73% |
$91.9K - $109K
|
5.01K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-361- 5.44% |
$91.9K - $109K
|
6.28K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-372- 19.25% |
$94.7K - $113K
|
1.56K
$431K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-382- 4.95% |
$97.2K - $116K
|
7.34K
$2.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-388- 12.39% |
$98.8K - $118K
|
2.74K
$758K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-413- 1.49% |
$105K - $125K
|
27.2K
$7.52M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-414- 23.6% |
$105K - $125K
|
1.34K
$370K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-422- 3.75% |
$107K - $128K
|
10.8K
$2.99M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-435- 90.25% |
$111K - $132K
|
47
$13K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-440- 50.52% |
$112K - $133K
|
431
$119K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-443- 5.5% |
$113K - $134K
|
7.61K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-462- 7.19% |
$118K - $140K
|
5.97K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-474- 0.72% |
$121K - $144K
|
64.9K
$17.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-486- 2.23% |
$124K - $147K
|
21.3K
$5.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-494- 2.08% |
$126K - $150K
|
23.2K
$6.41M
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-501- 40.14% |
$128K - $152K
|
747
$206K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-502- 13.07% |
$128K - $152K
|
3.34K
$922K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-516- 20.11% |
$131K - $156K
|
2.05K
$566K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-523- 10.22% |
$133K - $158K
|
4.6K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-562- 14.37% |
$143K - $170K
|
3.35K
$925K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-574- 24.57% |
$146K - $174K
|
1.76K
$487K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-582- 6.34% |
$148K - $176K
|
8.6K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-600- 22.69% |
$153K - $182K
|
2.04K
$565K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-610- 37.45% |
$155K - $185K
|
1.02K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-611- 2.22% |
$156K - $185K
|
26.9K
$7.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-611- 4.86% |
$156K - $185K
|
12K
$3.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-621- 13.79% |
$158K - $188K
|
3.88K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-630- 16.46% |
$160K - $191K
|
3.2K
$883K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-667- 19.63% |
$170K - $202K
|
2.73K
$754K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-705- 17.42% |
$179K - $214K
|
3.34K
$923K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-732- 9.89% |
$186K - $222K
|
6.67K
$1.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-733- 47.08% |
$187K - $222K
|
824
$228K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-744- 10.49% |
$189K - $225K
|
6.35K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-757- 2.88% |
$193K - $229K
|
25.5K
$7.05M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-772- 5.04% |
$197K - $234K
|
14.5K
$4.02M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-772- 8.39% |
$197K - $234K
|
8.43K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-794- 41.44% |
$202K - $241K
|
1.12K
$310K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-804- 2.67% |
$205K - $244K
|
29.3K
$8.09M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-808- 9.54% |
$206K - $245K
|
7.66K
$2.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-824- 36.28% |
$210K - $250K
|
1.45K
$400K
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-829- 96.51% |
$211K - $251K
|
30
$8.29K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-862- 1.66% |
$219K - $261K
|
51.2K
$14.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-868- 25.36% |
$221K - $263K
|
2.56K
$706K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-880- 30.89% |
$224K - $267K
|
1.97K
$544K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-900- 5.87% |
$229K - $273K
|
14.4K
$3.99M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-913- 37.43% |
$232K - $277K
|
1.53K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-919- 0.9% |
$234K - $278K
|
101K
$28M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-934- 47.7% |
$238K - $283K
|
1.02K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-967- 1.18% |
$246K - $293K
|
81K
$22.4M
|