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 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
230New |
$65.4K - $74.7K
|
230
$71.8K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
226+ 6.94% |
$64.3K - $73.4K
|
3.48K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
225New |
$64K - $73.1K
|
225
$70.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
223+ 5.05% |
$63.4K - $72.5K
|
4.64K
$1.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
220+ 1.91% |
$62.6K - $71.5K
|
11.7K
$3.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
219+ 10.17% |
$62.3K - $71.2K
|
2.37K
$741K
|
|
|
Oct 31, 2025
Q3 2025
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
214+ 11.83% |
$60.9K - $69.5K
|
2.02K
$631K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
212+ 0.98% |
$60.3K - $68.9K
|
21.7K
$6.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
210+ 420.0% |
$59.7K - $68.2K
|
260
$81.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
207+ 6.25% |
$58.9K - $67.3K
|
3.52K
$1.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
204+ 5.58% |
$58K - $66.3K
|
3.86K
$1.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
200+ 5.13% |
$56.9K - $65K
|
4.1K
$1.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
194+ 5.5% |
$55.2K - $63K
|
3.72K
$1.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
189+ 10.11% |
$53.8K - $61.4K
|
2.06K
$643K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
185New |
$52.6K - $60.1K
|
185
$57.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
183New |
$52.1K - $59.5K
|
183
$57.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
183+ 2.78% |
$52.1K - $59.5K
|
6.77K
$2.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
178New |
$50.6K - $57.8K
|
178
$55.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
175+ 5.28% |
$49.8K - $56.9K
|
3.49K
$1.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
172+ 69.92% |
$48.9K - $55.9K
|
418
$130K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
171+ 4.97% |
$48.6K - $55.6K
|
3.61K
$1.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
153+ 15.0% |
$43.5K - $49.7K
|
1.17K
$366K
|
|
|
Nov 06, 2025
Q3 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
151+ 1.31% |
$43K - $49.1K
|
11.7K
$3.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
149+ 10.94% |
$42.4K - $48.4K
|
1.51K
$472K
|
|
|
Oct 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
143+ 15.29% |
$40.7K - $46.5K
|
1.08K
$336K
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
140+ 1.61% |
$39.8K - $45.5K
|
8.84K
$2.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
138+ 12.66% |
$39.3K - $44.8K
|
1.23K
$383K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
133+ 10.33% |
$37.8K - $43.2K
|
1.42K
$444K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
130+ 0.55% |
$37K - $42.2K
|
23.7K
$7.4M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
126+ 3.75% |
$35.8K - $40.9K
|
3.49K
$1.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
126+ 1.28% |
$35.8K - $40.9K
|
9.95K
$3.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
125+ 0.77% |
$35.6K - $40.6K
|
16.4K
$5.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
125New |
$35.6K - $40.6K
|
125
$39K
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
125+ 4.64% |
$35.6K - $40.6K
|
2.82K
$880K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
122+ 1.92% |
$34.7K - $39.6K
|
6.48K
$2.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
120+ 214.29% |
$34.1K - $39K
|
176
$54.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
119+ 228.85% |
$33.8K - $38.7K
|
171
$53.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
116+ 3.18% |
$33K - $37.7K
|
3.76K
$1.17M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
115New |
$32.7K - $37.4K
|
115
$35.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
113+ 11.51% |
$32.1K - $36.7K
|
1.1K
$342K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
112New |
$31.9K - $36.4K
|
112
$35K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
110+ 3.36% |
$31.3K - $35.7K
|
3.38K
$1.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
109+ 14.44% |
$31K - $35.4K
|
864
$270K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
108+ 8.12% |
$30.7K - $35.1K
|
1.44K
$449K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
101+ 594.12% |
$28.7K - $32.8K
|
118
$36.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
100New |
$28.4K - $32.5K
|
100
$31.2K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
98+ 0.27% |
$27.9K - $31.8K
|
36.5K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
98New |
$27.9K - $31.8K
|
98
$30.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
95+ 12.09% |
$27K - $30.9K
|
881
$275K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
94+ 8.04% |
$26.7K - $30.5K
|
1.26K
$394K
|
|