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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-900- 5.87% |
$229K - $273K
|
14.4K
$4.21M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-913- 37.43% |
$232K - $277K
|
1.53K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-919- 0.9% |
$234K - $278K
|
101K
$29.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-934- 47.7% |
$238K - $283K
|
1.02K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-967- 1.18% |
$246K - $293K
|
81K
$23.6M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-1K- 30.73% |
$255K - $303K
|
2.25K
$657K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.01K- 30.37% |
$257K - $306K
|
2.32K
$676K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.03K- 38.02% |
$261K - $310K
|
1.67K
$487K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.03K- 17.96% |
$261K - $311K
|
4.69K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.04K- 24.5% |
$263K - $314K
|
3.19K
$930K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 1.51% |
$277K - $330K
|
70.9K
$20.7M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.1K- 6.72% |
$279K - $332K
|
15.2K
$4.44M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.13K- 27.25% |
$289K - $344K
|
3.03K
$882K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.14K- 1.58% |
$289K - $344K
|
70.8K
$20.6M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.15K- 36.4% |
$294K - $349K
|
2.02K
$587K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.17K- 19.85% |
$297K - $353K
|
4.71K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.2K- 1.93% |
$306K - $364K
|
61K
$17.8M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.21K- 2.07% |
$309K - $367K
|
57.4K
$16.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.24K- 10.4% |
$315K - $375K
|
10.7K
$3.11M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.25K- 56.49% |
$318K - $378K
|
962
$280K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.29K- 1.97% |
$329K - $392K
|
64.3K
$18.7M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.4K- 7.7% |
$355K - $423K
|
16.7K
$4.88M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.44K- 41.22% |
$367K - $437K
|
2.06K
$599K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.51K- 2.62% |
$383K - $456K
|
55.8K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.51K- 6.05% |
$384K - $457K
|
23.4K
$6.82M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.58KClosed |
$402K - $478K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.65K- 23.06% |
$419K - $499K
|
5.49K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.65K- 33.69% |
$420K - $500K
|
3.25K
$947K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.75K- 4.41% |
$446K - $530K
|
38K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.8K- 1.57% |
$457K - $544K
|
112K
$32.7M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.8K- 1.57% |
$457K - $544K
|
112K
$32.7M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.82K- 23.07% |
$464K - $552K
|
6.08K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.88K- 60.71% |
$478K - $569K
|
1.22K
$355K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.9K- 16.99% |
$484K - $576K
|
9.29K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.03K- 6.23% |
$517K - $615K
|
30.6K
$8.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.05K- 7.27% |
$523K - $622K
|
26.2K
$7.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-2.12K- 45.09% |
$540K - $642K
|
2.58K
$753K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.2K- 31.6% |
$559K - $665K
|
4.75K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.28K- 9.92% |
$580K - $690K
|
20.7K
$6.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.3K- 7.46% |
$587K - $698K
|
28.6K
$8.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.39K- 57.14% |
$608K - $724K
|
1.79K
$522K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-2.39K- 18.32% |
$609K - $724K
|
10.7K
$3.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.43K- 50.5% |
$618K - $735K
|
2.38K
$694K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.48K- 2.84% |
$631K - $750K
|
84.6K
$24.7M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.56K- 20.45% |
$651K - $774K
|
9.94K
$2.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.57K- 19.03% |
$655K - $780K
|
11K
$3.19M
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-2.72K- 13.8% |
$693K - $824K
|
17K
$4.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.85K- 13.67% |
$725K - $863K
|
18K
$5.24M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.97K- 0.33% |
$755K - $899K
|
888K
$259M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3K- 21.87% |
$764K - $909K
|
10.7K
$3.12M
|