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 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-140- 3.92% |
$31.4K - $40K
|
3.43K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-144- 3.79% |
$32.3K - $41.2K
|
3.66K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-148- 7.51% |
$33.2K - $42.3K
|
1.82K
$531K
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-150- 8.24% |
$33.6K - $42.9K
|
1.67K
$487K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-159- 3.73% |
$35.6K - $45.5K
|
4.1K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-160- 3.48% |
$35.9K - $45.7K
|
4.44K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-162- 64.54% |
$36.3K - $46.3K
|
89
$25.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-173- 7.15% |
$38.8K - $49.5K
|
2.25K
$655K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-175- 2.8% |
$39.2K - $50K
|
6.08K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-179- 4.64% |
$40.1K - $51.2K
|
3.68K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-180- 9.63% |
$40.3K - $51.5K
|
1.69K
$493K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-186- 2.93% |
$41.7K - $53.2K
|
6.16K
$1.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-188- 0.42% |
$42.1K - $53.7K
|
44.9K
$13.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-188- 13.17% |
$42.1K - $53.7K
|
1.24K
$362K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-190- 4.27% |
$42.6K - $54.3K
|
4.26K
$1.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-191- 11.46% |
$42.8K - $54.6K
|
1.48K
$430K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-195- 16.32% |
$43.7K - $55.7K
|
1K
$292K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-210- 23.0% |
$47.1K - $60K
|
703
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-217- 3.94% |
$48.6K - $62K
|
5.29K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-220- 1.78% |
$49.3K - $62.9K
|
12.2K
$3.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-220- 4.48% |
$49.3K - $62.9K
|
4.69K
$1.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-227- 6.37% |
$50.9K - $64.9K
|
3.34K
$973K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-236- 5.66% |
$52.9K - $67.5K
|
3.93K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-238- 2.97% |
$53.4K - $68K
|
7.79K
$2.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-246- 4.37% |
$55.1K - $70.3K
|
5.39K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-249- 1.05% |
$55.8K - $71.2K
|
23.6K
$6.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-250- 19.23% |
$56K - $71.5K
|
1.05K
$306K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-253- 1.25% |
$56.7K - $72.3K
|
20K
$5.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-258- 6.87% |
$57.8K - $73.8K
|
3.5K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-259- 7.24% |
$58.1K - $74K
|
3.32K
$967K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-268- 75.07% |
$60.1K - $76.6K
|
89
$25.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-283- 0.51% |
$63.4K - $80.9K
|
55.6K
$16.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-290- 1.31% |
$65K - $82.9K
|
21.9K
$6.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-290- 10.45% |
$65K - $82.9K
|
2.49K
$725K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-290- 9.81% |
$65K - $82.9K
|
2.67K
$777K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-296- 5.34% |
$66.4K - $84.6K
|
5.25K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-300- 12.63% |
$67.2K - $85.8K
|
2.08K
$605K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-301- 2.52% |
$67.5K - $86K
|
11.7K
$3.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-305- 37.98% |
$68.4K - $87.2K
|
498
$145K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-308- 23.88% |
$69K - $88K
|
982
$286K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-309- 27.2% |
$69.3K - $88.3K
|
827
$241K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-313- 19.29% |
$70.2K - $89.5K
|
1.31K
$382K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-315- 4.42% |
$70.6K - $90K
|
6.81K
$1.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-318- 3.42% |
$71.3K - $90.9K
|
8.97K
$2.61M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-328- 20.14% |
$73.5K - $93.8K
|
1.3K
$379K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-330- 5.32% |
$74K - $94.3K
|
5.87K
$1.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-331- 1.99% |
$74.2K - $94.6K
|
16.3K
$4.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-336- 24.91% |
$75.3K - $96K
|
1.01K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-342- 13.26% |
$76.7K - $97.8K
|
2.24K
$652K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-344- 0.43% |
$77.1K - $98.3K
|
79.4K
$23.1M
|