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 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
953+ 24.97% |
$243K - $289K
|
4.77K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
932New |
$237K - $282K
|
932
$258K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
918+ 4.65% |
$234K - $278K
|
20.7K
$5.71M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
909+ 11.18% |
$231K - $275K
|
9.04K
$2.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
907+ 1.01% |
$231K - $275K
|
90.4K
$25M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
906+ 3.81% |
$231K - $274K
|
24.7K
$6.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
870New |
$221K - $264K
|
870
$240K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
838+ 26.36% |
$213K - $254K
|
4.02K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
800New |
$204K - $242K
|
800
$221K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
800New |
$204K - $242K
|
800
$221K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
800New |
$204K - $242K
|
800
$221K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
791+ 2.41% |
$201K - $240K
|
33.6K
$9.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
701+ 87.95% |
$178K - $212K
|
1.5K
$414K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
695+ 10.87% |
$177K - $211K
|
7.09K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
688+ 9.34% |
$175K - $208K
|
8.06K
$2.23M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
663+ 6.25% |
$169K - $201K
|
11.3K
$3.12M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
655+ 2.95% |
$167K - $198K
|
22.8K
$6.31M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
635New |
$162K - $192K
|
635
$175K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
632+ 4.15% |
$161K - $191K
|
15.9K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
630+ 594.34% |
$160K - $191K
|
736
$203K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
626+ 10.21% |
$159K - $190K
|
6.76K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
610+ 1.36% |
$155K - $185K
|
45.3K
$12.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
589+ 61.55% |
$150K - $178K
|
1.55K
$427K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
581+ 358.64% |
$148K - $176K
|
743
$205K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
570New |
$145K - $173K
|
570
$158K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
537+ 1.42% |
$137K - $163K
|
38.2K
$10.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
530+ 2.75% |
$135K - $161K
|
19.8K
$5.47M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
520+ 27.11% |
$132K - $158K
|
2.44K
$674K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
499+ 1.8% |
$127K - $151K
|
28.2K
$7.78M
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
496+ 6.6% |
$126K - $150K
|
8.02K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
469+ 13.19% |
$119K - $142K
|
4.02K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
446New |
$114K - $135K
|
446
$123K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
444+ 5.84% |
$113K - $134K
|
8.05K
$2.22M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
442+ 11.69% |
$113K - $134K
|
4.22K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
435+ 28.96% |
$111K - $132K
|
1.94K
$535K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
414New |
$105K - $125K
|
414
$114K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
402+ 17.31% |
$102K - $122K
|
2.73K
$753K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
400+ 34.39% |
$102K - $121K
|
1.56K
$432K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
396New |
$101K - $120K
|
396
$109K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
393+ 2.85% |
$100K - $119K
|
14.2K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
389+ 4.71% |
$99K - $118K
|
8.65K
$2.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
379+ 3.46% |
$96.5K - $115K
|
11.3K
$3.13M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
373+ 8.15% |
$95K - $113K
|
4.95K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
368+ 11.02% |
$93.7K - $111K
|
3.71K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
366+ 6.95% |
$93.2K - $111K
|
5.64K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
366+ 80.62% |
$93.2K - $111K
|
820
$227K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
336+ 0.97% |
$85.5K - $102K
|
35K
$9.68M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
333+ 21.74% |
$84.8K - $101K
|
1.87K
$515K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
311+ 82.28% |
$79.2K - $94.2K
|
689
$190K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
291+ 9.59% |
$74.1K - $88.1K
|
3.32K
$919K
|