Purchases and Sales Made in Q2 2025 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
96KNew |
$21.5M - $27.4M
|
96K
$28.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
11.3K+ 22.37% |
$2.54M - $3.23M
|
61.9K
$18.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
6.94K+ 25.79% |
$1.55M - $1.98M
|
33.8K
$10M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.67K+ 2.72% |
$1.27M - $1.62M
|
214K
$63.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.78KNew |
$1.07M - $1.37M
|
4.78K
$1.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
4.65K+ 16.52% |
$1.04M - $1.33M
|
32.8K
$9.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3.6K+ 21.93% |
$806K - $1.03M
|
20K
$5.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.44K+ 6.87% |
$771K - $983K
|
53.5K
$15.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
2.67K+ 3.83% |
$598K - $762K
|
72.3K
$21.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.21K+ 3.7% |
$494K - $631K
|
61.8K
$18.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.08K+ 49.43% |
$465K - $593K
|
6.27K
$1.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.92K+ 47.87% |
$431K - $550K
|
5.94K
$1.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.46KNew |
$328K - $418K
|
1.46K
$433K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.29KNew |
$289K - $368K
|
1.29K
$381K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.24KNew |
$279K - $355K
|
1.24K
$368K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.17K+ 0.65% |
$262K - $335K
|
182K
$53.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
1.14KNew |
$256K - $327K
|
1.14K
$338K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.09KNew |
$245K - $313K
|
1.09K
$324K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1.07K+ 17.7% |
$239K - $305K
|
7.09K
$2.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.04KNew |
$233K - $297K
|
1.04K
$307K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.03KNew |
$230K - $294K
|
1.03K
$304K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
935New |
$210K - $267K
|
935
$277K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
920New |
$206K - $263K
|
920
$272K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
894New |
$200K - $256K
|
894
$264K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
833+ 4.03% |
$187K - $238K
|
21.5K
$6.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
786New |
$176K - $225K
|
786
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
785+ 1670.21% |
$176K - $224K
|
832
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
782New |
$175K - $224K
|
782
$231K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
780+ 3.86% |
$175K - $223K
|
21K
$6.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
775New |
$174K - $222K
|
775
$229K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
772New |
$173K - $221K
|
772
$228K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
763New |
$171K - $218K
|
763
$226K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
762New |
$171K - $218K
|
762
$225K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
755+ 11.09% |
$169K - $216K
|
7.56K
$2.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
750New |
$168K - $214K
|
750
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
731New |
$164K - $209K
|
731
$216K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
726New |
$163K - $208K
|
726
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
687+ 19.03% |
$154K - $196K
|
4.3K
$1.27M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
607+ 24.95% |
$136K - $174K
|
3.04K
$899K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
597+ 74.44% |
$134K - $171K
|
1.4K
$414K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
538+ 2.09% |
$121K - $154K
|
26.3K
$7.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
438+ 1.15% |
$98.2K - $125K
|
38.6K
$11.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
424+ 22.73% |
$95K - $121K
|
2.29K
$677K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
422+ 8.25% |
$94.6K - $121K
|
5.54K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
365+ 46.38% |
$81.8K - $104K
|
1.15K
$341K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
360+ 1.25% |
$80.7K - $103K
|
29.1K
$8.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
350New |
$78.5K - $100K
|
350
$104K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
328+ 31.0% |
$73.5K - $93.8K
|
1.39K
$410K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
315+ 3.32% |
$70.6K - $90K
|
9.82K
$2.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
300+ 0.33% |
$67.2K - $85.8K
|
90.7K
$26.8M
|