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 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
80New |
$20.4K - $24.2K
|
80
$22.1K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
79+ 0.36% |
$20.1K - $23.9K
|
22.2K
$6.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
77+ 118.46% |
$19.6K - $23.3K
|
142
$39.2K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
74+ 37.95% |
$18.8K - $22.4K
|
269
$74.3K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
72+ 4.37% |
$18.3K - $21.8K
|
1.72K
$475K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
71+ 6.26% |
$18.1K - $21.5K
|
1.21K
$333K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
68+ 2.25% |
$17.3K - $20.6K
|
3.1K
$855K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
67+ 2.77% |
$17.1K - $20.3K
|
2.48K
$686K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
66+ 137.5% |
$16.8K - $20K
|
114
$31.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
63New |
$16K - $19.1K
|
63
$17.4K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
60+ 1.03% |
$15.3K - $18.2K
|
5.86K
$1.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
57+ 4.19% |
$14.5K - $17.3K
|
1.42K
$392K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
54+ 4.35% |
$13.7K - $16.4K
|
1.3K
$358K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
52+ 0.42% |
$13.2K - $15.8K
|
12.4K
$3.42M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
51+ 2.55% |
$13K - $15.4K
|
2.05K
$568K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
50+ 3.19% |
$12.7K - $15.1K
|
1.62K
$447K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
49+ 0.94% |
$12.5K - $14.8K
|
5.28K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
49+ 0.05% |
$12.5K - $14.8K
|
100K
$27.7M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
48+ 2.02% |
$12.2K - $14.5K
|
2.42K
$669K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
45+ 5.94% |
$11.5K - $13.6K
|
802
$222K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
44+ 2.89% |
$11.2K - $13.3K
|
1.57K
$433K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
41+ 1.08% |
$10.4K - $12.4K
|
3.85K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
40New |
$10.2K - $12.1K
|
40
$11.1K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
40+ 2.18% |
$10.2K - $12.1K
|
1.88K
$518K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
38+ 1.35% |
$9.67K - $11.5K
|
2.86K
$791K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
37+ 0.15% |
$9.42K - $11.2K
|
24.3K
$6.7M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
36+ 0.2% |
$9.16K - $10.9K
|
18.5K
$5.1M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
35+ 3.38% |
$8.91K - $10.6K
|
1.07K
$296K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
34+ 2.19% |
$8.66K - $10.3K
|
1.58K
$437K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
34+ 2.82% |
$8.66K - $10.3K
|
1.24K
$343K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
31+ 0.13% |
$7.89K - $9.39K
|
23.3K
$6.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
30+ 0.4% |
$7.64K - $9.09K
|
7.57K
$2.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
29+ 2.11% |
$7.38K - $8.78K
|
1.4K
$387K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
28+ 2.47% |
$7.13K - $8.48K
|
1.16K
$321K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
27+ 1.62% |
$6.87K - $8.18K
|
1.69K
$468K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
26New |
$6.62K - $7.88K
|
26
$7.18K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
25+ 3.56% |
$6.36K - $7.57K
|
728
$201K
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
24+ 0.16% |
$6.11K - $7.27K
|
14.8K
$4.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 3.82% |
$6.11K - $7.27K
|
653
$180K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
21+ 2.31% |
$5.35K - $6.36K
|
929
$257K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
21+ 15.11% |
$5.35K - $6.36K
|
160
$44.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
18+ 300.0% |
$4.58K - $5.45K
|
24
$6.63K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 0.65% |
$4.07K - $4.85K
|
2.49K
$688K
|
|
|
Apr 01, 2025
Q1 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
16+ 0.06% |
$4.07K - $4.85K
|
25.9K
$7.14M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
15+ 1.24% |
$3.82K - $4.54K
|
1.23K
$339K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
15New |
$3.82K - $4.54K
|
15
$4.14K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
15+ 107.14% |
$3.82K - $4.54K
|
29
$8.01K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 1.34% |
$3.56K - $4.24K
|
1.06K
$292K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
13New |
$3.31K - $3.94K
|
13
$3.59K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13+ 10.74% |
$3.31K - $3.94K
|
134
$37K
|