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 11, 2025
Q2 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-350- 5.87% |
$78.5K - $100K
|
5.61K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-361- 6.6% |
$80.9K - $103K
|
5.11K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-361- 0.63% |
$80.9K - $103K
|
57K
$16.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-369- 15.92% |
$82.7K - $105K
|
1.95K
$568K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-372- 6.24% |
$83.4K - $106K
|
5.59K
$1.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-374- 15.34% |
$83.8K - $107K
|
2.06K
$602K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-381- 3.32% |
$85.4K - $109K
|
11.1K
$3.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-385- 2.64% |
$86.3K - $110K
|
14.2K
$4.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-399- 3.64% |
$89.4K - $114K
|
10.6K
$3.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-420- 2.56% |
$94.1K - $120K
|
16K
$4.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-424- 6.48% |
$95K - $121K
|
6.12K
$1.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-425- 29.89% |
$95.3K - $121K
|
997
$291K
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
SELL
|
- |
-443- 1.98% |
$99.3K - $127K
|
21.9K
$6.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-455- 1.88% |
$102K - $130K
|
23.8K
$6.94M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-463- 2.34% |
$104K - $132K
|
19.3K
$5.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-473- 30.6% |
$106K - $135K
|
1.07K
$313K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-481- 0.74% |
$108K - $137K
|
64.4K
$18.8M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-489- 9.77% |
$110K - $140K
|
4.52K
$1.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-492- 6.39% |
$110K - $141K
|
7.21K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-500- 4.63% |
$112K - $143K
|
10.3K
$3M
|
|
|
Aug 12, 2025
Q2 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-512- 34.45% |
$115K - $146K
|
974
$284K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-522- 18.38% |
$117K - $149K
|
2.32K
$676K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-545- 2.97% |
$122K - $156K
|
17.8K
$5.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-546- 2.01% |
$122K - $156K
|
26.7K
$7.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-554- 44.79% |
$124K - $158K
|
683
$199K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-572- 6.65% |
$128K - $164K
|
8.03K
$2.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-578- 5.27% |
$130K - $165K
|
10.4K
$3.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-585- 20.01% |
$131K - $167K
|
2.34K
$682K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-595- 5.58% |
$133K - $170K
|
10.1K
$2.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-600- 7.1% |
$134K - $172K
|
7.86K
$2.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-619- 15.73% |
$139K - $177K
|
3.32K
$967K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-624- 25.18% |
$140K - $178K
|
1.85K
$541K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-635- 4.01% |
$142K - $182K
|
15.2K
$4.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-643- 18.96% |
$144K - $184K
|
2.75K
$801K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-663- 2.17% |
$149K - $190K
|
29.9K
$8.72M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-690- 4.09% |
$155K - $197K
|
16.2K
$4.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-694- 93.41% |
$156K - $198K
|
49
$14.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-707- 7.03% |
$158K - $202K
|
9.35K
$2.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-710- 49.07% |
$159K - $203K
|
737
$215K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-719- 39.44% |
$161K - $206K
|
1.1K
$322K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-730- 10.3% |
$164K - $209K
|
6.36K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-735- 2.19% |
$165K - $210K
|
32.8K
$9.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-739- 24.52% |
$166K - $211K
|
2.28K
$663K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-740- 11.58% |
$166K - $212K
|
5.65K
$1.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-753- 5.67% |
$169K - $215K
|
12.5K
$3.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-777- 2.55% |
$174K - $222K
|
29.7K
$8.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-817- 7.77% |
$183K - $234K
|
9.7K
$2.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-849- 33.23% |
$190K - $243K
|
1.71K
$497K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-900- 11.75% |
$202K - $257K
|
6.76K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-944- 4.21% |
$212K - $270K
|
21.5K
$6.27M
|