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 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-19- 0.83% |
$4.26K - $5.43K
|
2.26K
$659K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-20- 50.0% |
$4.48K - $5.72K
|
20
$5.83K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
SELL
|
- |
-20- 1.02% |
$4.48K - $5.72K
|
1.95K
$568K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-21- 2.26% |
$4.71K - $6K
|
908
$265K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-21- 1.96% |
$4.71K - $6K
|
1.05K
$306K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-21- 0.29% |
$4.71K - $6K
|
7.12K
$2.08M
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-22- 2.24% |
$4.93K - $6.29K
|
958
$279K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-23- 0.71% |
$5.16K - $6.57K
|
3.23K
$941K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-23- 0.27% |
$5.16K - $6.57K
|
8.58K
$2.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-23- 2.13% |
$5.16K - $6.57K
|
1.06K
$308K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-24- 0.5% |
$5.38K - $6.86K
|
4.73K
$1.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-24- 3.22% |
$5.38K - $6.86K
|
722
$210K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-24- 3.14% |
$5.38K - $6.86K
|
741
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-25- 1.96% |
$5.6K - $7.15K
|
1.25K
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-25- 1.04% |
$5.6K - $7.15K
|
2.37K
$692K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-28- 2.1% |
$6.28K - $8K
|
1.31K
$381K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-29- 5.46% |
$6.5K - $8.29K
|
502
$146K
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-29- 1.97% |
$6.5K - $8.29K
|
1.44K
$420K
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-32- 1.78% |
$7.17K - $9.15K
|
1.76K
$514K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-32- 6.97% |
$7.17K - $9.15K
|
427
$124K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-34- 0.26% |
$7.62K - $9.72K
|
13.1K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-35- 2.61% |
$7.85K - $10K
|
1.31K
$380K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-37- 0.39% |
$8.29K - $10.6K
|
9.34K
$2.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-39- 1.61% |
$8.74K - $11.1K
|
2.38K
$695K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-39- 4.26% |
$8.74K - $11.1K
|
876
$255K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-40- 3.57% |
$8.97K - $11.4K
|
1.08K
$315K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-40- 1.1% |
$8.97K - $11.4K
|
3.61K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-41- 1.74% |
$9.19K - $11.7K
|
2.31K
$675K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-42- 16.54% |
$9.41K - $12K
|
212
$61.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-43- 0.5% |
$9.64K - $12.3K
|
8.6K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-45- 2.87% |
$10.1K - $12.9K
|
1.52K
$444K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-46- 2.72% |
$10.3K - $13.1K
|
1.65K
$480K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-47- 58.75% |
$10.5K - $13.4K
|
33
$9.62K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-49- 74.24% |
$11K - $14K
|
17
$4.96K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-50- 3.89% |
$11.2K - $14.3K
|
1.24K
$361K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-50- 8.9% |
$11.2K - $14.3K
|
512
$149K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-51- 0.81% |
$11.4K - $14.6K
|
6.23K
$1.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-53- 5.86% |
$11.9K - $15.2K
|
852
$248K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-55- 10.34% |
$12.3K - $15.7K
|
477
$139K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-58- 0.79% |
$13K - $16.6K
|
7.28K
$2.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-58- 2.35% |
$13K - $16.6K
|
2.42K
$704K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-58- 2.88% |
$13K - $16.6K
|
1.95K
$570K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-58- 50.88% |
$13K - $16.6K
|
56
$16.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-59- 5.13% |
$13.2K - $16.9K
|
1.09K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-60- 12.74% |
$13.4K - $17.2K
|
411
$120K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-60- 1.12% |
$13.4K - $17.2K
|
5.29K
$1.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-61- 2.66% |
$13.7K - $17.4K
|
2.23K
$650K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-63- 1.64% |
$14.1K - $18K
|
3.79K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-67- 2.69% |
$15K - $19.2K
|
2.42K
$706K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-67- 55.37% |
$15K - $19.2K
|
54
$15.7K
|