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 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
96+ 5.79% |
$21.5K - $27.4K
|
1.75K
$511K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
95New |
$21.3K - $27.2K
|
95
$27.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
93+ 6.33% |
$20.8K - $26.6K
|
1.56K
$455K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
93+ 3.25% |
$20.8K - $26.6K
|
2.96K
$862K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
91+ 0.9% |
$20.4K - $26K
|
10.2K
$2.98M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
90+ 3.32% |
$20.2K - $25.7K
|
2.8K
$816K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
89+ 3.2% |
$20K - $25.4K
|
2.87K
$836K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
76+ 47.5% |
$17K - $21.7K
|
236
$68.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
70+ 3.75% |
$15.7K - $20K
|
1.94K
$565K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
68+ 0.67% |
$15.2K - $19.4K
|
10.2K
$2.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
68+ 10.71% |
$15.2K - $19.4K
|
703
$205K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
66+ 42.31% |
$14.8K - $18.9K
|
222
$64.7K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
65New |
$14.6K - $18.6K
|
65
$19K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
60+ 153.85% |
$13.4K - $17.2K
|
99
$28.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
59+ 1.04% |
$13.2K - $16.9K
|
5.74K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
56New |
$12.6K - $16K
|
56
$16.3K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
55+ 20.45% |
$12.3K - $15.7K
|
324
$94.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
53+ 1.57% |
$11.9K - $15.2K
|
3.43K
$1M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
51+ 3.9% |
$11.4K - $14.6K
|
1.36K
$396K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
51+ 0.76% |
$11.4K - $14.6K
|
6.8K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
51New |
$11.4K - $14.6K
|
51
$14.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
47+ 3.67% |
$10.5K - $13.4K
|
1.33K
$387K
|
|
|
Aug 08, 2025
Q2 2025
|
Croban
Fremont, OH |
BUY
|
- |
46+ 3.24% |
$10.3K - $13.1K
|
1.46K
$427K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
46+ 1.29% |
$10.3K - $13.1K
|
3.6K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
42New |
$9.41K - $12K
|
42
$12.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
40+ 1.28% |
$8.97K - $11.4K
|
3.18K
$926K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
40+ 121.21% |
$8.97K - $11.4K
|
73
$21.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
37+ 2.86% |
$8.29K - $10.6K
|
1.33K
$388K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
34+ 2.29% |
$7.62K - $9.72K
|
1.52K
$443K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32New |
$7.17K - $9.15K
|
32
$9.33K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
32+ 0.39% |
$7.17K - $9.15K
|
8.32K
$2.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
32+ 533.33% |
$7.17K - $9.15K
|
38
$11.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
30+ 0.78% |
$6.72K - $8.58K
|
3.89K
$1.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
30+ 0.29% |
$6.72K - $8.58K
|
10.3K
$3.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
29+ 2.43% |
$6.5K - $8.29K
|
1.22K
$356K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
28+ 4.85% |
$6.28K - $8K
|
605
$176K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
22+ 40.74% |
$4.93K - $6.29K
|
76
$22.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
20+ 0.89% |
$4.48K - $5.72K
|
2.27K
$662K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
18+ 0.52% |
$4.03K - $5.15K
|
3.5K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
18+ 1.49% |
$4.03K - $5.15K
|
1.23K
$359K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
17New |
$3.81K - $4.86K
|
17
$4.96K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.19% |
$3.59K - $4.57K
|
8.46K
$2.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
16+ 0.53% |
$3.59K - $4.57K
|
3.06K
$892K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.72% |
$2.69K - $3.43K
|
1.68K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12+ 8.39% |
$2.69K - $3.43K
|
155
$45.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
11New |
$2.47K - $3.14K
|
11
$3.21K
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
11+ 0.07% |
$2.47K - $3.14K
|
14.8K
$4.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
11+ 1.89% |
$2.47K - $3.14K
|
592
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
10+ 0.68% |
$2.24K - $2.86K
|
1.47K
$429K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
9New |
$2.02K - $2.57K
|
9
$2.62K
|