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 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-31- 0.8% |
$7.89K - $9.39K
|
3.86K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-34- 2.74% |
$8.66K - $10.3K
|
1.21K
$334K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-34- 0.63% |
$8.66K - $10.3K
|
5.4K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-34- 3.34% |
$8.66K - $10.3K
|
985
$272K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-34- 1.56% |
$8.66K - $10.3K
|
2.15K
$594K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-34- 4.15% |
$8.66K - $10.3K
|
785
$217K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-35- 3.03% |
$8.91K - $10.6K
|
1.12K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-35- 2.76% |
$8.91K - $10.6K
|
1.24K
$341K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-36- 6.02% |
$9.16K - $10.9K
|
562
$155K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-36- 3.93% |
$9.16K - $10.9K
|
880
$243K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-37- 0.62% |
$9.42K - $11.2K
|
5.9K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-37- 3.61% |
$9.42K - $11.2K
|
987
$273K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-37- 1.59% |
$9.42K - $11.2K
|
2.29K
$633K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-37- 2.22% |
$9.42K - $11.2K
|
1.63K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-38- 0.17% |
$9.67K - $11.5K
|
22.4K
$6.2M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-40- 16.67% |
$10.2K - $12.1K
|
200
$55.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-40- 2.37% |
$10.2K - $12.1K
|
1.65K
$455K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-41- 0.97% |
$10.4K - $12.4K
|
4.17K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-41- 1.1% |
$10.4K - $12.4K
|
3.67K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-41- 4.34% |
$10.4K - $12.4K
|
904
$250K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-43- 4.56% |
$10.9K - $13K
|
900
$249K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-44- 1.34% |
$11.2K - $13.3K
|
3.25K
$897K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-46- 0.16% |
$11.7K - $13.9K
|
28.3K
$7.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-46- 24.34% |
$11.7K - $13.9K
|
143
$39.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-46- 1.55% |
$11.7K - $13.9K
|
2.92K
$806K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-46- 0.71% |
$11.7K - $13.9K
|
6.39K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-47- 4.02% |
$12K - $14.2K
|
1.12K
$310K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-47- 2.31% |
$12K - $14.2K
|
1.99K
$550K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-48- 1.84% |
$12.2K - $14.5K
|
2.57K
$709K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-49- 3.55% |
$12.5K - $14.8K
|
1.33K
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-50Closed |
$12.7K - $15.1K
|
0
$0
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-50- 4.26% |
$12.7K - $15.1K
|
1.13K
$311K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-50- 12.2% |
$12.7K - $15.1K
|
360
$99.5K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-51- 34.69% |
$13K - $15.4K
|
96
$26.5K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-54- 0.27% |
$13.7K - $16.4K
|
20.3K
$5.6M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-55- 5.04% |
$14K - $16.7K
|
1.04K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-56- 6.45% |
$14.3K - $17K
|
812
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-57- 1.05% |
$14.5K - $17.3K
|
5.39K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-58- 63.74% |
$14.8K - $17.6K
|
33
$9.12K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-59- 1.01% |
$15K - $17.9K
|
5.8K
$1.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-60Closed |
$15.3K - $18.2K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-61- 40.94% |
$15.5K - $18.5K
|
88
$24.3K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-61- 0.37% |
$15.5K - $18.5K
|
16.4K
$4.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-62- 1.46% |
$15.8K - $18.8K
|
4.2K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-65- 2.71% |
$16.5K - $19.7K
|
2.33K
$644K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-66- 0.33% |
$16.8K - $20K
|
20.2K
$5.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-70- 0.2% |
$17.8K - $21.2K
|
35.1K
$9.71M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-70- 0.68% |
$17.8K - $21.2K
|
10.2K
$2.81M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-71- 3.36% |
$18.1K - $21.5K
|
2.04K
$564K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-71- 1.73% |
$18.1K - $21.5K
|
4.02K
$1.11M
|