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 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.25K- 59.34% |
$728K - $928K
|
2.23K
$649K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.31K- 13.77% |
$741K - $945K
|
20.7K
$6.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.31K- 76.06% |
$742K - $946K
|
1.04K
$304K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.39K- 17.81% |
$761K - $970K
|
15.7K
$4.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.51K- 3.48% |
$788K - $1M
|
97.5K
$28.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.66K- 8.79% |
$819K - $1.04M
|
37.9K
$11.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.67K- 12.83% |
$822K - $1.05M
|
24.9K
$7.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.68K- 2.73% |
$824K - $1.05M
|
131K
$38.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.85K- 13.65% |
$863K - $1.1M
|
24.4K
$7.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.97K- 4.69% |
$889K - $1.13M
|
80.7K
$23.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.07K- 98.74% |
$911K - $1.16M
|
52
$15.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4.23K- 8.8% |
$949K - $1.21M
|
43.9K
$12.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-4.27K- 18.36% |
$957K - $1.22M
|
19K
$5.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.51K- 19.44% |
$1.01M - $1.29M
|
18.7K
$5.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-4.64K- 7.61% |
$1.04M - $1.33M
|
56.3K
$16.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.07K- 28.18% |
$1.14M - $1.45M
|
12.9K
$3.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-5.17K- 17.19% |
$1.16M - $1.48M
|
24.9K
$7.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.46K- 2.12% |
$1.22M - $1.56M
|
252K
$73.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-5.62K- 21.48% |
$1.26M - $1.61M
|
20.6K
$5.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-5.7K- 75.05% |
$1.28M - $1.63M
|
1.89K
$552K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-5.88K- 77.27% |
$1.32M - $1.68M
|
1.73K
$504K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5.93K- 81.95% |
$1.33M - $1.69M
|
1.31K
$381K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-6.09K- 27.22% |
$1.36M - $1.74M
|
16.3K
$4.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.09K- 24.39% |
$1.37M - $1.74M
|
18.9K
$5.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-6.63K- 49.55% |
$1.49M - $1.9M
|
6.75K
$1.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.4K- 61.86% |
$1.66M - $2.12M
|
4.56K
$1.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.54K- 70.86% |
$1.69M - $2.15M
|
3.1K
$904K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-7.68K- 78.65% |
$1.72M - $2.2M
|
2.09K
$608K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.93K- 10.28% |
$1.78M - $2.27M
|
69.2K
$20.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-8.48K- 50.0% |
$1.9M - $2.43M
|
8.48K
$2.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-8.53K- 24.29% |
$1.91M - $2.44M
|
26.6K
$7.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-8.87K- 20.77% |
$1.99M - $2.54M
|
33.8K
$9.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-9.9K- 34.74% |
$2.22M - $2.83M
|
18.6K
$5.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-10.3K- 70.21% |
$2.31M - $2.94M
|
4.37K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-10.7K- 52.07% |
$2.39M - $3.05M
|
9.81K
$2.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-12.2K- 2.24% |
$2.74M - $3.49M
|
532K
$155M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-12.7K- 8.7% |
$2.86M - $3.64M
|
134K
$39M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-13.9K- 47.51% |
$3.12M - $3.98M
|
15.4K
$4.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-14.4K- 67.6% |
$3.23M - $4.12M
|
6.9K
$2.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-15.1K- 73.15% |
$3.39M - $4.32M
|
5.55K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.3K- 5.57% |
$3.44M - $4.38M
|
260K
$75.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-15.8K- 3.52% |
$3.55M - $4.52M
|
434K
$126M
|
|
|
Aug 08, 2025
Q2 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-16.5K- 16.78% |
$3.69M - $4.71M
|
81.6K
$23.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-18.2K- 50.55% |
$4.08M - $5.2M
|
17.8K
$5.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25K- 4.88% |
$5.61M - $7.16M
|
488K
$142M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-26.1K- 6.64% |
$5.84M - $7.45M
|
367K
$107M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.3K- 2.62% |
$6.35M - $8.1M
|
1.05M
$307M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-28.7K- 3.7% |
$6.44M - $8.21M
|
747K
$218M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-40.1K- 21.63% |
$8.99M - $11.5M
|
145K
$42.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-40.4K- 93.5% |
$9.05M - $11.5M
|
2.8K
$817K
|