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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
363K+ 27615.16% |
$81.3M - $104M
|
364K
$106M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
297KNew |
$66.5M - $84.9M
|
297K
$86.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
218KNew |
$48.8M - $62.2M
|
218K
$63.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
96KNew |
$21.5M - $27.4M
|
96K
$28M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
86.2K+ 1657.69% |
$19.3M - $24.6M
|
91.4K
$26.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Times Square Capital Management, LLC
|
BUY
|
- |
85KNew |
$19.1M - $24.3M
|
85K
$24.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
84.6K+ 2.2% |
$19M - $24.2M
|
3.93M
$1.15B
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
68.3K+ 57.74% |
$15.3M - $19.5M
|
187K
$54.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
62.2K+ 52.96% |
$13.9M - $17.8M
|
180K
$52.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
BUY
|
- |
47.1K+ 2.9% |
$10.6M - $13.5M
|
1.67M
$487M
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
44.5KNew |
$9.96M - $12.7M
|
44.5K
$13M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.7K+ 1.21% |
$7.12M - $9.07M
|
2.65M
$773M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
28.4K+ 219.18% |
$6.37M - $8.12M
|
41.4K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
22.6KNew |
$5.07M - $6.47M
|
22.6K
$6.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
22.4K+ 68.12% |
$5.02M - $6.4M
|
55.3K
$16.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
20.7K+ 203.58% |
$4.64M - $5.92M
|
30.9K
$9M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
18.3KNew |
$4.1M - $5.23M
|
18.3K
$5.34M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
17.6K+ 3.55% |
$3.94M - $5.02M
|
512K
$149M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.7K+ 21.79% |
$3.75M - $4.78M
|
93.4K
$27.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.1K+ 26.54% |
$3.6M - $4.6M
|
76.7K
$22.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
14.6K+ 8.69% |
$3.26M - $4.16M
|
182K
$53.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.5K+ 4.94% |
$3.02M - $3.85M
|
286K
$83.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
12.8K+ 1.44% |
$2.86M - $3.65M
|
901K
$263M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
11.7KNew |
$2.62M - $3.34M
|
11.7K
$3.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
11.3K+ 22.37% |
$2.54M - $3.23M
|
61.9K
$18M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9.75K+ 5.41% |
$2.19M - $2.79M
|
190K
$55.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.91K+ 25.35% |
$2M - $2.55M
|
44.1K
$12.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
7.4KNew |
$1.66M - $2.12M
|
7.4K
$2.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.02K+ 3.02% |
$1.57M - $2.01M
|
239K
$69.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
6.94K+ 25.79% |
$1.55M - $1.98M
|
33.8K
$9.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.59KNew |
$1.48M - $1.88M
|
6.59K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
6.42KNew |
$1.44M - $1.83M
|
6.42K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.11K+ 637.37% |
$1.37M - $1.75M
|
7.06K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.88K+ 4.75% |
$1.32M - $1.68M
|
130K
$37.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.67K+ 2.72% |
$1.27M - $1.62M
|
214K
$62.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
5.17K+ 15.57% |
$1.16M - $1.48M
|
38.4K
$11.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
5.1K+ 10.4% |
$1.14M - $1.46M
|
54.1K
$15.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.78KNew |
$1.07M - $1.37M
|
4.78K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.68K+ 0.9% |
$1.05M - $1.34M
|
525K
$153M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
4.65K+ 16.52% |
$1.04M - $1.33M
|
32.8K
$9.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4KNew |
$897K - $1.14M
|
4K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.79KNew |
$849K - $1.08M
|
3.79K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.6K+ 61.95% |
$807K - $1.03M
|
9.42K
$2.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3.6K+ 21.93% |
$806K - $1.03M
|
20K
$5.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.44K+ 21.63% |
$771K - $983K
|
19.3K
$5.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.44K+ 6.87% |
$771K - $983K
|
53.5K
$15.6M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.43K+ 69.29% |
$769K - $980K
|
8.38K
$2.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.35K+ 36.99% |
$751K - $957K
|
12.4K
$3.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.01K+ 2.69% |
$675K - $861K
|
115K
$33.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.88KNew |
$645K - $822K
|
2.88K
$838K
|