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 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-974- 16.45% |
$218K - $278K
|
4.95K
$1.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-979- 54.63% |
$219K - $280K
|
813
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-991- 10.19% |
$222K - $283K
|
8.73K
$2.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.01K- 16.5% |
$227K - $290K
|
5.13K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.05K- 1.48% |
$234K - $299K
|
69.7K
$20.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1.05K- 59.82% |
$236K - $301K
|
708
$206K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-1.07K- 18.25% |
$240K - $306K
|
4.79K
$1.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.09K- 9.5% |
$243K - $310K
|
10.3K
$3.01M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 1.59% |
$253K - $323K
|
69.8K
$20.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.16K- 24.75% |
$260K - $332K
|
3.53K
$1.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.17K- 35.3% |
$262K - $334K
|
2.14K
$624K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.18K- 33.47% |
$264K - $337K
|
2.34K
$683K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.19K- 8.22% |
$267K - $340K
|
13.3K
$3.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.2K- 2.44% |
$269K - $343K
|
48K
$14M
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.22K- 3.03% |
$272K - $347K
|
38.9K
$11.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.22K- 17.15% |
$272K - $347K
|
5.87K
$1.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.25K- 2.43% |
$280K - $356K
|
50K
$14.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.28K- 49.82% |
$287K - $366K
|
1.29K
$376K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.3K- 50.15% |
$291K - $371K
|
1.29K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.33K- 3.35% |
$298K - $380K
|
38.4K
$11.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-1.34K- 0.87% |
$300K - $382K
|
153K
$44.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.47K- 52.98% |
$328K - $419K
|
1.3K
$379K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.5K- 6.05% |
$336K - $429K
|
23.3K
$6.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 2.35% |
$338K - $431K
|
62.8K
$18.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.54K- 5.12% |
$345K - $441K
|
28.6K
$8.33M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.56K- 3.01% |
$349K - $445K
|
50.2K
$14.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.57K- 8.23% |
$352K - $449K
|
17.5K
$5.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.58K- 96.93% |
$354K - $452K
|
50
$14.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.6K- 10.99% |
$358K - $457K
|
12.9K
$3.77M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.6K- 5.65% |
$359K - $458K
|
26.7K
$7.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.79K- 63.92% |
$400K - $511K
|
1.01K
$294K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.8K- 2.33% |
$404K - $516K
|
75.7K
$22.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-1.87K- 51.84% |
$419K - $534K
|
1.74K
$506K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.88K- 41.91% |
$422K - $538K
|
2.61K
$760K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.9K- 21.11% |
$426K - $543K
|
7.1K
$2.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.02K- 8.83% |
$452K - $576K
|
20.8K
$6.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.02K- 0.37% |
$453K - $578K
|
544K
$159M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.03K- 15.71% |
$455K - $580K
|
10.9K
$3.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.03K- 2.89% |
$455K - $581K
|
68.4K
$19.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.1K- 70.38% |
$471K - $600K
|
884
$258K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.11K- 43.73% |
$472K - $602K
|
2.71K
$790K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.24K- 1.25% |
$502K - $640K
|
176K
$51.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.57K- 1.96% |
$575K - $733K
|
128K
$37.4M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.82K- 38.91% |
$631K - $805K
|
4.42K
$1.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.84K- 70.45% |
$635K - $810K
|
1.19K
$347K
|
|
|
Jul 29, 2025
Q2 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-2.91K- 5.9% |
$653K - $833K
|
46.5K
$13.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-3.06K- 65.11% |
$686K - $875K
|
1.64K
$478K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.07K- 3.32% |
$688K - $878K
|
89.4K
$26.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.12K- 27.87% |
$699K - $892K
|
8.07K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.17K- 75.0% |
$710K - $906K
|
1.06K
$308K
|