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 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-72- 62.61% |
$18.3K - $21.8K
|
43
$11.9K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-73- 0.69% |
$18.6K - $22.1K
|
10.5K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-73- 0.75% |
$18.6K - $22.1K
|
9.72K
$2.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-75- 4.88% |
$19.1K - $22.7K
|
1.46K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-77- 3.79% |
$19.6K - $23.3K
|
1.96K
$541K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-78- 19.8% |
$19.9K - $23.6K
|
316
$87.3K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-78- 39.8% |
$19.9K - $23.6K
|
118
$32.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-81- 1.35% |
$20.6K - $24.5K
|
5.92K
$1.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-83- 6.82% |
$21.1K - $25.1K
|
1.13K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-84- 0.22% |
$21.4K - $25.4K
|
37.7K
$10.4M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-85- 5.47% |
$21.6K - $25.7K
|
1.47K
$406K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-85- 3.42% |
$21.6K - $25.7K
|
2.4K
$662K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-89- 5.18% |
$22.7K - $27K
|
1.63K
$450K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-89- 0.55% |
$22.7K - $27K
|
16.1K
$4.46M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-89- 8.33% |
$22.7K - $27K
|
979
$271K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-90- 1.42% |
$22.9K - $27.3K
|
6.26K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-91- 3.55% |
$23.2K - $27.6K
|
2.47K
$683K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-93- 0.89% |
$23.7K - $28.2K
|
10.3K
$2.85M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-95- 10.31% |
$24.2K - $28.8K
|
826
$228K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-100- 5.21% |
$25.5K - $30.3K
|
1.82K
$503K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-100- 7.49% |
$25.5K - $30.3K
|
1.24K
$342K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-100- 11.07% |
$25.5K - $30.3K
|
803
$222K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-100- 10.29% |
$25.5K - $30.3K
|
872
$241K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-109- 2.82% |
$27.7K - $33K
|
3.76K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-110- 3.81% |
$28K - $33.3K
|
2.78K
$767K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-112- 1.29% |
$28.5K - $33.9K
|
8.6K
$2.38M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-114- 7.87% |
$29K - $34.5K
|
1.33K
$369K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-114- 1.82% |
$29K - $34.5K
|
6.15K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-115- 7.18% |
$29.3K - $34.8K
|
1.49K
$411K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-115- 3.83% |
$29.3K - $34.8K
|
2.89K
$799K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-117- 0.26% |
$29.8K - $35.4K
|
44.8K
$12.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-121- 6.77% |
$30.8K - $36.7K
|
1.67K
$460K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-122- 10.15% |
$31.1K - $37K
|
1.08K
$298K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-124- 8.4% |
$31.6K - $37.6K
|
1.35K
$374K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-126- 2.33% |
$32.1K - $38.2K
|
5.29K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-126- 0.33% |
$32.1K - $38.2K
|
38.1K
$10.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-127- 13.77% |
$32.3K - $38.5K
|
795
$220K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-127- 5.15% |
$32.3K - $38.5K
|
2.34K
$647K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-128- 4.33% |
$32.6K - $38.8K
|
2.83K
$782K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-147- 4.36% |
$37.4K - $44.5K
|
3.23K
$892K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-150- 0.57% |
$38.2K - $45.4K
|
26.1K
$7.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-150- 0.14% |
$38.2K - $45.4K
|
105K
$29.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-150- 1.47% |
$38.2K - $45.4K
|
10.1K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-151- 6.55% |
$38.4K - $45.7K
|
2.15K
$595K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-152- 0.16% |
$38.7K - $46K
|
92.5K
$25.6M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-156- 2.77% |
$39.7K - $47.3K
|
5.47K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-156- 1.91% |
$39.7K - $47.3K
|
8.02K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-158- 6.29% |
$40.2K - $47.9K
|
2.36K
$651K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-160- 1.48% |
$40.7K - $48.5K
|
10.6K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-162- 2.71% |
$41.2K - $49.1K
|
5.81K
$1.61M
|