Purchases and Sales Made in Q3 2025 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
630New |
$179K - $205K
|
630
$197K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
628New |
$179K - $204K
|
628
$196K
|
|
|
Nov 14, 2025
Q3 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
627New |
$178K - $204K
|
627
$196K
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
627New |
$178K - $204K
|
627
$196K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
617New |
$176K - $200K
|
617
$193K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
603New |
$172K - $196K
|
603
$188K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
600+ 8.45% |
$171K - $195K
|
7.7K
$2.4M
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
578+ 14.48% |
$164K - $188K
|
4.57K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
575+ 6.74% |
$164K - $187K
|
9.11K
$2.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
572+ 1.48% |
$163K - $186K
|
39.2K
$12.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
549+ 24.2% |
$156K - $178K
|
2.82K
$880K
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
519+ 1.16% |
$148K - $169K
|
45.2K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
502+ 2.41% |
$143K - $163K
|
21.3K
$6.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
496+ 5.31% |
$141K - $161K
|
9.84K
$3.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
475New |
$135K - $154K
|
475
$148K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
465+ 13.64% |
$132K - $151K
|
3.87K
$1.21M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
438+ 2.71% |
$125K - $142K
|
16.6K
$5.18M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
409+ 4.88% |
$116K - $133K
|
8.79K
$2.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
389+ 4.68% |
$111K - $126K
|
8.71K
$2.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
373+ 24.7% |
$106K - $121K
|
1.88K
$588K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
366New |
$104K - $119K
|
366
$114K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
364+ 742.86% |
$104K - $118K
|
413
$129K
|
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
355+ 1.62% |
$101K - $115K
|
22.2K
$6.93M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
353+ 3.34% |
$100K - $115K
|
10.9K
$3.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
351+ 28.38% |
$99.8K - $114K
|
1.59K
$496K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
329New |
$93.6K - $107K
|
329
$103K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
314New |
$89.3K - $102K
|
314
$98K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
313+ 9.14% |
$89K - $102K
|
3.74K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
309+ 0.35% |
$87.9K - $100K
|
89.7K
$28M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
305+ 44.66% |
$86.8K - $99.1K
|
988
$308K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
300+ 4.35% |
$85.3K - $97.5K
|
7.2K
$2.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
300New |
$85.3K - $97.5K
|
300
$93.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
300+ 40.71% |
$85.3K - $97.5K
|
1.04K
$324K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
299+ 10.3% |
$85.1K - $97.2K
|
3.2K
$999K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
297+ 0.77% |
$84.5K - $96.5K
|
38.8K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
296+ 0.62% |
$84.2K - $96.2K
|
48.3K
$15.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
295+ 9.64% |
$83.9K - $95.9K
|
3.35K
$1.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
291+ 36.38% |
$82.8K - $94.6K
|
1.09K
$341K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
287+ 10.45% |
$81.6K - $93.3K
|
3.03K
$947K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
285New |
$81.1K - $92.6K
|
285
$89K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
274+ 5.84% |
$77.9K - $89K
|
4.97K
$1.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
260+ 5.44% |
$74K - $84.5K
|
5.04K
$1.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
245+ 2.39% |
$69.7K - $79.6K
|
10.5K
$3.27M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
244+ 8.88% |
$69.4K - $79.3K
|
2.99K
$934K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
243+ 0.64% |
$69.1K - $79K
|
38.2K
$11.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
242New |
$68.8K - $78.6K
|
242
$75.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
240+ 23.23% |
$68.3K - $78K
|
1.27K
$397K
|
|
|
Nov 12, 2025
Q3 2025
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
235+ 31.17% |
$66.8K - $76.4K
|
989
$309K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
234+ 99.15% |
$66.6K - $76K
|
470
$147K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
231+ 11.08% |
$65.7K - $75.1K
|
2.32K
$723K
|
|