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 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
11+ 122.22% |
$2.8K - $3.33K
|
20
$5.53K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
11+ 0.29% |
$2.8K - $3.33K
|
3.76K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
9+ 0.3% |
$2.29K - $2.73K
|
3.04K
$841K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
8+ 1.53% |
$2.04K - $2.42K
|
532
$147K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
8+ 0.89% |
$2.04K - $2.42K
|
908
$251K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8+ 160.0% |
$2.04K - $2.42K
|
13
$3.59K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7+ 0.12% |
$1.78K - $2.12K
|
5.98K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
7+ 0.07% |
$1.78K - $2.12K
|
9.38K
$2.59M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7+ 0.27% |
$1.78K - $2.12K
|
2.6K
$719K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
6+ 0.16% |
$1.53K - $1.82K
|
3.85K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.2% |
$1.53K - $1.82K
|
2.96K
$817K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
5+ 0.61% |
$1.27K - $1.51K
|
824
$228K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5+ 0.62% |
$1.27K - $1.51K
|
818
$226K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
4+ 0.02% |
$1.02K - $1.21K
|
18.6K
$5.14M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3+ 0.07% |
$764 - $909
|
4.4K
$1.21M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
3+ 0.12% |
$764 - $909
|
2.49K
$689K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3+ 0.12% |
$764 - $909
|
2.56K
$708K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2+ 0.2% |
$509 - $606
|
1K
$277K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2+ 0.08% |
$509 - $606
|
2.53K
$698K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2+ 0.08% |
$509 - $606
|
2.42K
$669K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2+ 0.07% |
$509 - $606
|
2.76K
$763K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
2+ 0.24% |
$509 - $606
|
843
$233K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
2+ 0.14% |
$509 - $606
|
1.45K
$401K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.14% |
$509 - $606
|
1.43K
$395K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1+ 0.1% |
$255 - $303
|
958
$265K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.06% |
$255 - $303
|
1.67K
$460K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1+ 0.07% |
$255 - $303
|
1.34K
$369K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.17% |
$255 - $303
|
577
$159K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.06% |
$255 - $303
|
1.68K
$465K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.57% |
$255 - $303
|
175
$48.4K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$255 - $303
|
1
$276
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.07% |
$255 - $303
|
1.43K
$395K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.27% |
$255 - $303
|
370
$102K
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
1New |
$255 - $303
|
1
$276
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$255 - $303
|
798
$221K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$255 - $303
|
2.44K
$673K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.2% |
$255 - $303
|
492
$136K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1+ 0.05% |
$255 - $303
|
1.92K
$530K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1+ 0.07% |
$255 - $303
|
1.49K
$411K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$255 - $303
|
4.41K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1+ 0.1% |
$255 - $303
|
973
$269K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1- 0.07% |
$255 - $303
|
1.47K
$407K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-1- 0.06% |
$255 - $303
|
1.79K
$496K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-1- 0.03% |
$255 - $303
|
2.98K
$823K
|
|
|
Apr 30, 2025
Q1 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1- 0.12% |
$255 - $303
|
841
$232K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1- 0.19% |
$255 - $303
|
531
$147K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-2- 0.11% |
$509 - $606
|
1.87K
$517K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-2- 0.19% |
$509 - $606
|
1.05K
$289K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-3- 0.26% |
$764 - $909
|
1.17K
$324K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.11% |
$764 - $909
|
2.78K
$767K
|