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 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
311+ 82.28% |
$79.2K - $94.2K
|
689
$201K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
291+ 9.59% |
$74.1K - $88.1K
|
3.32K
$969K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
282+ 161.14% |
$71.8K - $85.4K
|
457
$133K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
268+ 5.97% |
$68.2K - $81.2K
|
4.76K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
268+ 7.38% |
$68.2K - $81.2K
|
3.9K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
265+ 1.97% |
$67.5K - $80.3K
|
13.7K
$3.99M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
262+ 0.88% |
$66.7K - $79.4K
|
30.1K
$8.78M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
261+ 2.99% |
$66.4K - $79.1K
|
8.99K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
248+ 1.9% |
$63.1K - $75.1K
|
13.3K
$3.87M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
245+ 1.56% |
$62.4K - $74.2K
|
15.9K
$4.64M
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
222+ 2.19% |
$56.5K - $67.2K
|
10.3K
$3.02M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
220New |
$56K - $66.6K
|
220
$64.1K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
214New |
$54.5K - $64.8K
|
214
$62.4K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
209+ 10.25% |
$53.2K - $63.3K
|
2.25K
$656K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
205+ 19.62% |
$52.2K - $62.1K
|
1.25K
$364K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
202+ 2.03% |
$51.4K - $61.2K
|
10.1K
$2.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
202+ 9.1% |
$51.4K - $61.2K
|
2.42K
$706K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
200+ 2.27% |
$50.9K - $60.6K
|
9K
$2.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
196+ 4.82% |
$49.9K - $59.4K
|
4.26K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
181+ 6.26% |
$46.1K - $54.8K
|
3.07K
$895K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
175+ 4.69% |
$44.6K - $53K
|
3.9K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
165+ 18.48% |
$42K - $50K
|
1.06K
$308K
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
162+ 18.28% |
$41.2K - $49.1K
|
1.05K
$306K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
154+ 18.53% |
$39.2K - $46.6K
|
985
$287K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
150New |
$38.2K - $45.4K
|
150
$43.7K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
148+ 14.79% |
$37.7K - $44.8K
|
1.15K
$335K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
147+ 2.71% |
$37.4K - $44.5K
|
5.57K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
142+ 26.35% |
$36.2K - $43K
|
681
$199K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
141+ 0.13% |
$35.9K - $42.7K
|
112K
$32.6M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
136+ 1.06% |
$34.6K - $41.2K
|
12.9K
$3.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
133+ 8.87% |
$33.9K - $40.3K
|
1.63K
$476K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
130+ 240.74% |
$33.1K - $39.4K
|
184
$53.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
130+ 4.65% |
$33.1K - $39.4K
|
2.92K
$852K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
129+ 0.5% |
$32.8K - $39.1K
|
25.8K
$7.52M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
120+ 3.61% |
$30.5K - $36.4K
|
3.44K
$1M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
120+ 2.24% |
$30.5K - $36.4K
|
5.47K
$1.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
113+ 8.71% |
$28.8K - $34.2K
|
1.41K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
112+ 4.31% |
$28.5K - $33.9K
|
2.71K
$789K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
109+ 3.21% |
$27.7K - $33K
|
3.51K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
108+ 43.37% |
$27.5K - $32.7K
|
357
$104K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
106+ 75.71% |
$27K - $32.1K
|
246
$71.7K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
106+ 115.22% |
$27K - $32.1K
|
198
$57.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
103+ 6.62% |
$26.2K - $31.2K
|
1.66K
$483K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
102+ 0.57% |
$26K - $30.9K
|
18K
$5.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
100+ 10.79% |
$25.5K - $30.3K
|
1.03K
$299K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
100+ 0.71% |
$25.5K - $30.3K
|
14.2K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
98+ 4.01% |
$24.9K - $29.7K
|
2.54K
$741K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
97+ 8.81% |
$24.7K - $29.4K
|
1.2K
$349K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
96+ 12.85% |
$24.4K - $29.1K
|
843
$246K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
91+ 3.31% |
$23.2K - $27.6K
|
2.84K
$828K
|