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 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.86K+ 213.43% |
$1.24M - $1.47M
|
7.14K
$1.97M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
4.4KNew |
$1.12M - $1.33M
|
4.4K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
3.98K+ 556.42% |
$1.01M - $1.21M
|
4.7K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.93K+ 2.25% |
$1M - $1.19M
|
179K
$49.4M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.79K+ 113.35% |
$964K - $1.15M
|
7.13K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.68K+ 457.52% |
$938K - $1.12M
|
4.49K
$1.24M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.61KNew |
$918K - $1.09M
|
3.61K
$996K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.59K+ 7.64% |
$913K - $1.09M
|
50.6K
$14M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.25K+ 108200.0% |
$826K - $983K
|
3.25K
$898K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.15K+ 19.8% |
$802K - $954K
|
19.1K
$5.27M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.03K+ 6.22% |
$772K - $918K
|
51.8K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
2.9KNew |
$739K - $880K
|
2.9K
$802K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.59KNew |
$658K - $783K
|
2.59K
$715K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
2.58K+ 1.7% |
$658K - $783K
|
154K
$42.6M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.58KNew |
$657K - $782K
|
2.58K
$713K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
2.48KNew |
$632K - $752K
|
2.48K
$686K
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
2.4K+ 6.37% |
$611K - $727K
|
40.1K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.33K+ 3.12% |
$593K - $706K
|
77.1K
$21.3M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.32K+ 23.02% |
$590K - $702K
|
12.4K
$3.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
2.31K+ 20.89% |
$589K - $700K
|
13.4K
$3.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.26K+ 314.44% |
$576K - $686K
|
2.98K
$825K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.26KNew |
$575K - $685K
|
2.26K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.01KNew |
$512K - $609K
|
2.01K
$556K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.92K+ 20.03% |
$488K - $581K
|
11.5K
$3.18M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.92K+ 0.69% |
$488K - $581K
|
279K
$77.1M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.86KNew |
$475K - $565K
|
1.86K
$515K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.8K+ 112.8% |
$458K - $545K
|
3.39K
$937K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.66KNew |
$424K - $504K
|
1.66K
$460K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.65K+ 3.41% |
$420K - $500K
|
50.1K
$13.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.64K+ 83.39% |
$418K - $497K
|
3.61K
$998K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.61K+ 27.32% |
$411K - $489K
|
7.52K
$2.08M
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
1.53KNew |
$389K - $463K
|
1.53K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.47K+ 22.18% |
$374K - $445K
|
8.1K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.46K+ 9.8% |
$372K - $443K
|
16.4K
$4.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
1.45K+ 2.13% |
$370K - $440K
|
69.7K
$19.3M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.38KNew |
$352K - $419K
|
1.38K
$382K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.36K+ 28.06% |
$346K - $412K
|
6.2K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.28KNew |
$326K - $387K
|
1.28K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.28K+ 84.94% |
$325K - $386K
|
2.78K
$767K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.21K+ 30.79% |
$307K - $365K
|
5.12K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
1.2K+ 20.0% |
$306K - $364K
|
7.21K
$1.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.14KNew |
$289K - $344K
|
1.14K
$314K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.13K+ 52.49% |
$287K - $342K
|
3.28K
$906K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.03K+ 10.87% |
$262K - $311K
|
10.5K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
BUY
|
- |
1.02KNew |
$259K - $308K
|
1.02K
$281K
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
992+ 200.81% |
$253K - $300K
|
1.49K
$411K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
990+ 12.05% |
$252K - $300K
|
9.2K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
967+ 19.27% |
$246K - $293K
|
5.99K
$1.65M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
962New |
$245K - $291K
|
962
$266K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
958New |
$244K - $290K
|
958
$265K
|