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 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-3- 0.09% |
$764 - $909
|
3.39K
$987K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.11% |
$764 - $909
|
2.78K
$810K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-3- 0.02% |
$764 - $909
|
14.6K
$4.26M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-3- 0.26% |
$764 - $909
|
1.17K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4- 0.32% |
$1.02K - $1.21K
|
1.26K
$367K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-4- 7.41% |
$1.02K - $1.21K
|
50
$14.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4- 1.29% |
$1.02K - $1.21K
|
306
$89.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-4- 0.31% |
$1.02K - $1.21K
|
1.29K
$377K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-5- 0.13% |
$1.27K - $1.51K
|
3.91K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6- 0.24% |
$1.53K - $1.82K
|
2.45K
$714K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-6- 0.44% |
$1.53K - $1.82K
|
1.36K
$395K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-6- 0.51% |
$1.53K - $1.82K
|
1.16K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-6- 2.39% |
$1.53K - $1.82K
|
245
$71.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-7- 0.66% |
$1.78K - $2.12K
|
1.05K
$307K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-7- 0.77% |
$1.78K - $2.12K
|
900
$262K
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-9- 0.74% |
$2.29K - $2.73K
|
1.21K
$353K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-9- 7.26% |
$2.29K - $2.73K
|
115
$33.5K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-10- 0.38% |
$2.55K - $3.03K
|
2.61K
$760K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-10- 0.85% |
$2.55K - $3.03K
|
1.17K
$342K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-11- 0.95% |
$2.8K - $3.33K
|
1.15K
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-11- 0.56% |
$2.8K - $3.33K
|
1.97K
$574K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-12- 7.74% |
$3.05K - $3.64K
|
143
$41.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-13- 48.15% |
$3.31K - $3.94K
|
14
$4.08K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-14- 0.67% |
$3.56K - $4.24K
|
2.08K
$606K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-15- 8.72% |
$3.82K - $4.54K
|
157
$45.8K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-15- 60.0% |
$3.82K - $4.54K
|
10
$2.92K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-15- 29.41% |
$3.82K - $4.54K
|
36
$10.5K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-17- 0.32% |
$4.33K - $5.15K
|
5.35K
$1.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-18- 0.48% |
$4.58K - $5.45K
|
3.75K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-18- 0.98% |
$4.58K - $5.45K
|
1.82K
$530K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-19- 1.57% |
$4.84K - $5.76K
|
1.19K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-19- 1.28% |
$4.84K - $5.76K
|
1.46K
$426K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-20- 27.78% |
$5.09K - $6.06K
|
52
$15.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-20- 0.55% |
$5.09K - $6.06K
|
3.65K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-20- 55.56% |
$5.09K - $6.06K
|
16
$4.66K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21- 0.9% |
$5.35K - $6.36K
|
2.32K
$675K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-22- 2.35% |
$5.6K - $6.66K
|
915
$267K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-24- 0.67% |
$6.11K - $7.27K
|
3.56K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-24- 0.4% |
$6.11K - $7.27K
|
6.02K
$1.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-24- 35.82% |
$6.11K - $7.27K
|
43
$12.5K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-24- 26.67% |
$6.11K - $7.27K
|
66
$19.2K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-24- 96.0% |
$6.11K - $7.27K
|
1
$292
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-25- 3.16% |
$6.36K - $7.57K
|
765
$223K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-25- 1.87% |
$6.36K - $7.57K
|
1.31K
$383K
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-25- 0.63% |
$6.36K - $7.57K
|
3.94K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-25- 18.94% |
$6.36K - $7.57K
|
107
$31.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-26- 2.5% |
$6.62K - $7.88K
|
1.02K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-26- 1.37% |
$6.62K - $7.88K
|
1.87K
$545K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-27- 2.83% |
$6.87K - $8.18K
|
926
$270K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-28- 68.29% |
$7.13K - $8.48K
|
13
$3.79K
|