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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1- 0.01% |
$224 - $286
|
8.98K
$2.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-2- 0.05% |
$448 - $572
|
4.02K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2- 0.05% |
$448 - $572
|
3.9K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-2- 0.13% |
$448 - $572
|
1.58K
$461K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-2- 0.17% |
$448 - $572
|
1.17K
$341K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-3- 0.04% |
$672 - $858
|
7.2K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-3- 0.15% |
$672 - $858
|
1.95K
$569K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3- 0.37% |
$672 - $858
|
809
$236K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4- 0.04% |
$897 - $1.14K
|
10.8K
$3.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-4- 0.51% |
$897 - $1.14K
|
787
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5- 1.29% |
$1.12K - $1.43K
|
383
$112K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5- 0.4% |
$1.12K - $1.43K
|
1.23K
$359K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-5- 0.15% |
$1.12K - $1.43K
|
3.22K
$939K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-5- 0.22% |
$1.12K - $1.43K
|
2.3K
$670K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5- 0.09% |
$1.12K - $1.43K
|
5.39K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-5- 0.11% |
$1.12K - $1.43K
|
4.42K
$1.29M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-5- 0.03% |
$1.12K - $1.43K
|
18.6K
$5.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-6- 0.88% |
$1.34K - $1.72K
|
675
$197K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6- 0.18% |
$1.34K - $1.72K
|
3.34K
$974K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-6- 0.21% |
$1.34K - $1.72K
|
2.82K
$821K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6- 0.35% |
$1.34K - $1.72K
|
1.71K
$500K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-6- 0.48% |
$1.34K - $1.72K
|
1.25K
$366K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-7- 0.79% |
$1.57K - $2K
|
883
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-7- 0.12% |
$1.57K - $2K
|
5.97K
$1.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-7- 0.1% |
$1.57K - $2K
|
7.3K
$2.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7- 0.29% |
$1.57K - $2K
|
2.44K
$712K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-8- 0.25% |
$1.79K - $2.29K
|
3.24K
$944K
|
|
|
Aug 14, 2025
Q2 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-8- 0.05% |
$1.79K - $2.29K
|
17K
$4.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-8- 0.88% |
$1.79K - $2.29K
|
900
$262K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-9- 0.58% |
$2.02K - $2.57K
|
1.53K
$447K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-9- 1.09% |
$2.02K - $2.57K
|
817
$238K
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-10- 0.37% |
$2.24K - $2.86K
|
2.7K
$786K
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-11- 0.94% |
$2.47K - $3.14K
|
1.16K
$338K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-11- 5.64% |
$2.47K - $3.14K
|
184
$53.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-13- 0.78% |
$2.91K - $3.72K
|
1.66K
$483K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-13- 13.54% |
$2.91K - $3.72K
|
83
$24.2K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-13- 1.36% |
$2.91K - $3.72K
|
945
$276K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-14- 48.28% |
$3.14K - $4K
|
15
$4.37K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-14- 3.62% |
$3.14K - $4K
|
373
$109K
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-15- 1.18% |
$3.36K - $4.29K
|
1.26K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-15- 1.43% |
$3.36K - $4.29K
|
1.03K
$301K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-15- 5.23% |
$3.36K - $4.29K
|
272
$79.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 13.04% |
$3.36K - $4.29K
|
100
$29.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-15- 0.73% |
$3.36K - $4.29K
|
2.03K
$591K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-16- 0.98% |
$3.59K - $4.57K
|
1.62K
$471K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-16- 1.08% |
$3.59K - $4.57K
|
1.47K
$428K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-16- 0.55% |
$3.59K - $4.57K
|
2.88K
$838K
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-19- 1.64% |
$4.26K - $5.43K
|
1.14K
$333K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-19- 0.07% |
$4.26K - $5.43K
|
26.9K
$7.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-19- 32.76% |
$4.26K - $5.43K
|
39
$11.4K
|