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 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.81K- 22.53% |
$969K - $1.15M
|
13.1K
$3.62M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.85K- 3.02% |
$980K - $1.17M
|
124K
$34.2M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.02K- 1.7% |
$1.02M - $1.22M
|
232K
$64.1M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-4.17K- 8.37% |
$1.06M - $1.26M
|
45.6K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.18K- 6.46% |
$1.06M - $1.27M
|
60.6K
$16.7M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.48K- 18.99% |
$1.14M - $1.36M
|
19.1K
$5.28M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.63K- 14.08% |
$1.18M - $1.4M
|
28.2K
$7.8M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.63K- 5.48% |
$1.18M - $1.4M
|
79.7K
$22M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.64K- 5.65% |
$1.18M - $1.4M
|
77.5K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.66K- 97.25% |
$1.19M - $1.41M
|
132
$36.5K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-4.71K- 15.78% |
$1.2M - $1.43M
|
25.1K
$6.94M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.88K- 57.69% |
$1.24M - $1.48M
|
3.58K
$988K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.36K- 3.83% |
$1.36M - $1.62M
|
135K
$37.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.46K- 22.96% |
$1.39M - $1.65M
|
18.3K
$5.06M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.81K- 11.54% |
$1.48M - $1.76M
|
44.5K
$12.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.86K- 2.09% |
$1.49M - $1.78M
|
275K
$76M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-5.98K- 88.36% |
$1.52M - $1.81M
|
787
$217K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-5.99K- 45.28% |
$1.53M - $1.81M
|
7.24K
$2M
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-6.48K- 22.5% |
$1.65M - $1.96M
|
22.3K
$6.17M
|
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-6.49K- 29.11% |
$1.65M - $1.97M
|
15.8K
$4.37M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-6.57K- 0.43% |
$1.67M - $1.99M
|
1.5M
$415M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-6.66K- 72.89% |
$1.7M - $2.02M
|
2.48K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-6.67K- 2.52% |
$1.7M - $2.02M
|
258K
$71.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7.12K- 96.6% |
$1.81M - $2.16M
|
251
$69.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-7.22K- 1.31% |
$1.84M - $2.19M
|
545K
$150M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-7.62K- 20.21% |
$1.94M - $2.31M
|
30.1K
$8.31M
|
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-8.09K- 15.93% |
$2.06M - $2.45M
|
42.7K
$11.8M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8.09K- 10.31% |
$2.06M - $2.45M
|
70.4K
$19.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.33K- 4.41% |
$2.12M - $2.52M
|
181K
$50M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.44K- 54.37% |
$2.15M - $2.56M
|
7.08K
$1.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.18K- 65.6% |
$2.34M - $2.78M
|
4.82K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.82K- 5.03% |
$2.5M - $2.97M
|
185K
$51.2M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.89K- 6.33% |
$2.52M - $3M
|
146K
$40.5M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.4K- 75.9% |
$2.65M - $3.16M
|
3.31K
$914K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-11K- 49.99% |
$2.79M - $3.32M
|
11K
$3.03M
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-11K- 77.85% |
$2.81M - $3.34M
|
3.14K
$867K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.2K- 73.82% |
$2.85M - $3.39M
|
3.97K
$1.1M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.7K- 90.13% |
$3.49M - $4.15M
|
1.5K
$414K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.3K- 2.16% |
$3.63M - $4.32M
|
648K
$179M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.7K- 2.74% |
$3.74M - $4.45M
|
521K
$144M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-17K- 33.89% |
$4.33M - $5.16M
|
33.2K
$9.18M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17.6K- 33.36% |
$4.48M - $5.33M
|
35.2K
$9.72M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-17.9K- 26.75% |
$4.56M - $5.42M
|
49K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-18.3K- 39.1% |
$4.66M - $5.54M
|
28.5K
$7.88M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-19.1K- 44.28% |
$4.86M - $5.78M
|
24K
$6.63M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-19.1K- 91.3% |
$4.87M - $5.8M
|
1.82K
$504K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-20.1K- 4.27% |
$5.11M - $6.07M
|
450K
$124M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-23.1K- 95.37% |
$5.89M - $7.01M
|
1.12K
$310K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.1K- 2.1% |
$5.89M - $7.01M
|
1.08M
$299M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-23.6K- 43.65% |
$6M - $7.14M
|
30.4K
$8.41M
|