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 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
2.67K+ 3.83% |
$598K - $762K
|
72.3K
$21.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.64K+ 12.05% |
$593K - $756K
|
24.6K
$7.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.38K+ 158.33% |
$532K - $679K
|
3.88K
$1.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.32KNew |
$519K - $662K
|
2.32K
$675K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
2.22KNew |
$498K - $635K
|
2.22K
$648K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.21K+ 3.7% |
$494K - $631K
|
61.8K
$18M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
2.18KNew |
$489K - $623K
|
2.18K
$636K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.12K+ 77.73% |
$476K - $607K
|
4.85K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.08K+ 49.43% |
$465K - $593K
|
6.27K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.04K+ 12.18% |
$457K - $583K
|
18.8K
$5.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2K+ 7.73% |
$449K - $573K
|
27.9K
$8.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.92K+ 47.87% |
$431K - $550K
|
5.94K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.82K+ 4.09% |
$408K - $521K
|
46.4K
$13.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
1.81KNew |
$406K - $517K
|
1.81K
$527K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.74K+ 3.82% |
$391K - $499K
|
47.4K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.7K+ 4.79% |
$382K - $487K
|
37.3K
$10.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.62K+ 75.19% |
$362K - $462K
|
3.76K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.52K+ 8.43% |
$341K - $435K
|
19.6K
$5.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.51KNew |
$338K - $432K
|
1.51K
$440K
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.5K+ 59.17% |
$336K - $429K
|
4.04K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.46KNew |
$328K - $418K
|
1.46K
$427K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.46K+ 1.8% |
$327K - $417K
|
82.4K
$24M
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.41K+ 13.25% |
$317K - $404K
|
12.1K
$3.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.4K+ 3.98% |
$313K - $399K
|
36.4K
$10.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.29K+ 16.04% |
$290K - $369K
|
9.35K
$2.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.29KNew |
$289K - $368K
|
1.29K
$376K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.26K+ 18.67% |
$283K - $361K
|
8.02K
$2.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.24KNew |
$279K - $355K
|
1.24K
$362K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.22KNew |
$273K - $348K
|
1.22K
$355K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.17K+ 0.65% |
$262K - $335K
|
182K
$53.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.17K+ 3.1% |
$262K - $334K
|
38.9K
$11.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
1.14KNew |
$256K - $327K
|
1.14K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.13K+ 154.08% |
$254K - $324K
|
1.87K
$545K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.09KNew |
$245K - $313K
|
1.09K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.08K+ 13.39% |
$243K - $310K
|
9.18K
$2.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1.07K+ 17.7% |
$239K - $305K
|
7.09K
$2.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.05K+ 38.35% |
$234K - $299K
|
3.77K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.04KNew |
$233K - $297K
|
1.04K
$303K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.03KNew |
$230K - $294K
|
1.03K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1KNew |
$225K - $287K
|
1K
$292K
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
1K+ 100200.0% |
$225K - $286K
|
1K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1KNew |
$224K - $286K
|
1K
$292K
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
1K+ 44.25% |
$224K - $286K
|
3.26K
$950K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1KNew |
$224K - $286K
|
1K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
977+ 2.57% |
$219K - $279K
|
39K
$11.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
944New |
$212K - $270K
|
944
$275K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
935New |
$210K - $267K
|
935
$273K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
920New |
$206K - $263K
|
920
$268K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
903+ 5.52% |
$202K - $258K
|
17.3K
$5.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
894New |
$200K - $256K
|
894
$261K
|