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 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
422+ 8.25% |
$94.6K - $121K
|
5.54K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
400+ 2.17% |
$89.7K - $114K
|
18.9K
$5.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
399+ 8.37% |
$89.4K - $114K
|
5.17K
$1.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
383+ 10.22% |
$85.9K - $109K
|
4.13K
$1.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
382+ 31.89% |
$85.6K - $109K
|
1.58K
$461K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
381+ 12.59% |
$85.4K - $109K
|
3.41K
$994K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
369+ 85.61% |
$82.7K - $105K
|
800
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
365+ 46.38% |
$81.8K - $104K
|
1.15K
$336K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
360+ 17.53% |
$80.7K - $103K
|
2.41K
$704K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
360+ 1.25% |
$80.7K - $103K
|
29.1K
$8.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
350New |
$78.5K - $100K
|
350
$102K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
332+ 9.99% |
$74.4K - $94.9K
|
3.66K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
328+ 31.0% |
$73.5K - $93.8K
|
1.39K
$404K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
315+ 3.32% |
$70.6K - $90K
|
9.82K
$2.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
300+ 3.57% |
$67.2K - $85.8K
|
8.7K
$2.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
300+ 0.33% |
$67.2K - $85.8K
|
90.7K
$26.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
280+ 25.88% |
$62.8K - $80K
|
1.36K
$397K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
262+ 11.32% |
$58.7K - $74.9K
|
2.58K
$751K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
255+ 20.71% |
$57.2K - $72.9K
|
1.49K
$433K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
245+ 0.64% |
$54.9K - $70K
|
38.5K
$11.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
236+ 2.28% |
$52.9K - $67.5K
|
10.6K
$3.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
BUY
|
- |
217+ 7.01% |
$48.6K - $62K
|
3.31K
$966K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
213+ 2.82% |
$47.7K - $60.9K
|
7.78K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
210+ 11.55% |
$47.1K - $60K
|
2.03K
$591K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
202+ 0.79% |
$45.3K - $57.7K
|
25.7K
$7.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
199+ 8.22% |
$44.6K - $56.9K
|
2.62K
$764K
|
|
|
Aug 12, 2025
Q2 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
195+ 1.72% |
$43.7K - $55.7K
|
11.5K
$3.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
193+ 3.46% |
$43.3K - $55.2K
|
5.76K
$1.68M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
171+ 17.87% |
$38.3K - $48.9K
|
1.13K
$329K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
155+ 84.24% |
$34.7K - $44.3K
|
339
$98.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
154+ 16.52% |
$34.5K - $44K
|
1.09K
$317K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
152+ 4.68% |
$34.1K - $43.5K
|
3.4K
$992K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
148+ 22.66% |
$33.2K - $42.3K
|
801
$234K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
145+ 18.47% |
$32.5K - $41.4K
|
930
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
144New |
$32.3K - $41.2K
|
144
$42K
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
135+ 13.18% |
$30.3K - $38.6K
|
1.16K
$338K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
131+ 14.15% |
$29.4K - $37.4K
|
1.06K
$308K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
123+ 3.32% |
$27.6K - $35.2K
|
3.83K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
121+ 0.84% |
$27.1K - $34.6K
|
14.6K
$4.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
116+ 0.55% |
$26K - $33.2K
|
21.1K
$6.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
114+ 3.15% |
$25.6K - $32.6K
|
3.73K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
113New |
$25.3K - $32.3K
|
113
$32.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
110+ 9.7% |
$24.7K - $31.4K
|
1.24K
$363K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
108+ 3.08% |
$24.2K - $30.9K
|
3.62K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
107+ 5.25% |
$24K - $30.6K
|
2.14K
$625K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
106+ 67.52% |
$23.8K - $30.3K
|
263
$76.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
103New |
$23.1K - $29.4K
|
103
$30K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
100+ 8.89% |
$22.4K - $28.6K
|
1.23K
$357K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
100+ 12.5% |
$22.4K - $28.6K
|
900
$262K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
98+ 2.93% |
$22K - $28K
|
3.44K
$1M
|