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 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-69- 2.07% |
$15.5K - $19.7K
|
3.27K
$953K
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-70- 3.86% |
$15.7K - $20K
|
1.74K
$508K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-72- 0.53% |
$16.1K - $20.6K
|
13.6K
$3.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-72- 1.53% |
$16.1K - $20.6K
|
4.63K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-75- 6.0% |
$16.8K - $21.4K
|
1.18K
$343K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-75- 10.3% |
$16.8K - $21.4K
|
653
$190K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-75- 0.87% |
$16.8K - $21.4K
|
8.52K
$2.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-77- 54.23% |
$17.3K - $22K
|
65
$19K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-77- 54.23% |
$17.3K - $22K
|
65
$19K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-77- 11.18% |
$17.3K - $22K
|
612
$178K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-79- 2.88% |
$17.7K - $22.6K
|
2.67K
$777K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-79- 1.18% |
$17.7K - $22.6K
|
6.59K
$1.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-79- 5.63% |
$17.7K - $22.6K
|
1.32K
$386K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-81- 2.15% |
$18.2K - $23.2K
|
3.69K
$1.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-81- 2.72% |
$18.2K - $23.2K
|
2.9K
$846K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-84- 2.97% |
$18.8K - $24K
|
2.75K
$801K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-85- 1.4% |
$19.1K - $24.3K
|
5.99K
$1.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-89- 3.22% |
$20K - $25.4K
|
2.67K
$780K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-89- 67.42% |
$20K - $25.4K
|
43
$12.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-92- 3.71% |
$20.6K - $26.3K
|
2.39K
$697K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-93- 11.7% |
$20.8K - $26.6K
|
702
$205K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-93- 6.96% |
$20.8K - $26.6K
|
1.24K
$363K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-96- 9.46% |
$21.5K - $27.4K
|
919
$268K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-97- 0.68% |
$21.7K - $27.7K
|
14.1K
$4.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-99- 1.87% |
$22.2K - $28.3K
|
5.19K
$1.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-100- 8.29% |
$22.4K - $28.6K
|
1.11K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-100- 8.9% |
$22.4K - $28.6K
|
1.02K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-103- 6.12% |
$23.1K - $29.4K
|
1.58K
$461K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-103- 9.7% |
$23.1K - $29.4K
|
959
$280K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-104- 3.07% |
$23.3K - $29.7K
|
3.28K
$957K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-107- 3.15% |
$24K - $30.6K
|
3.29K
$958K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-107- 2.6% |
$24K - $30.6K
|
4.02K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-110- 3.9% |
$24.7K - $31.4K
|
2.71K
$790K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-111- 2.95% |
$24.9K - $31.7K
|
3.65K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-111- 2.34% |
$24.9K - $31.7K
|
4.64K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-111- 4.0% |
$24.9K - $31.7K
|
2.67K
$777K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
SELL
|
- |
-115- 2.13% |
$25.8K - $32.9K
|
5.28K
$1.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-119- 0.89% |
$26.7K - $34K
|
13.2K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-120- 3.08% |
$26.9K - $34.3K
|
3.78K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-120- 1.89% |
$26.9K - $34.3K
|
6.22K
$1.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-124- 15.05% |
$27.8K - $35.4K
|
700
$204K
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-125- 34.72% |
$28K - $35.7K
|
235
$68.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-126- 45.32% |
$28.2K - $36K
|
152
$44.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-128- 8.39% |
$28.7K - $36.6K
|
1.4K
$408K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-130- 58.82% |
$29.1K - $37.2K
|
91
$26.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-131- 7.6% |
$29.4K - $37.4K
|
1.59K
$464K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-136- 3.5% |
$30.5K - $38.9K
|
3.75K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-136- 1.11% |
$30.5K - $38.9K
|
12.1K
$3.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-139- 0.31% |
$31.2K - $39.7K
|
44.7K
$13M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-140- 2.65% |
$31.4K - $40K
|
5.14K
$1.5M
|