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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-11- 0.09% |
$3.13K - $3.57K
|
11.7K
$3.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-11- 0.46% |
$3.13K - $3.57K
|
2.4K
$750K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-12- 0.21% |
$3.41K - $3.9K
|
5.79K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-12- 0.29% |
$3.41K - $3.9K
|
4.09K
$1.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-12- 0.25% |
$3.41K - $3.9K
|
4.72K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-12- 0.53% |
$3.41K - $3.9K
|
2.25K
$702K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13- 0.25% |
$3.7K - $4.22K
|
5.13K
$1.6M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-13- 5.86% |
$3.7K - $4.22K
|
209
$65.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-13- 0.11% |
$3.7K - $4.22K
|
11.8K
$3.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-13- 0.64% |
$3.7K - $4.22K
|
2.02K
$629K
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-14- 1.98% |
$3.98K - $4.55K
|
694
$217K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-14- 0.63% |
$3.98K - $4.55K
|
2.21K
$691K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-14Closed |
$3.98K - $4.55K
|
0
$0
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15- 0.19% |
$4.27K - $4.87K
|
7.76K
$2.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-16- 0.19% |
$4.55K - $5.2K
|
8.44K
$2.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-16- 50.0% |
$4.55K - $5.2K
|
16
$4.99K
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-16- 0.09% |
$4.55K - $5.2K
|
18.6K
$5.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-17- 0.64% |
$4.84K - $5.52K
|
2.65K
$827K
|
|
|
Oct 30, 2025
Q3 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-17- 0.1% |
$4.84K - $5.52K
|
17K
$5.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
SELL
|
- |
-17- 0.68% |
$4.84K - $5.52K
|
2.47K
$770K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-17- 1.69% |
$4.84K - $5.52K
|
991
$309K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-18- 1.88% |
$5.12K - $5.85K
|
941
$294K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-18- 21.69% |
$5.12K - $5.85K
|
65
$20.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-18- 0.26% |
$5.12K - $5.85K
|
6.8K
$2.12M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-20- 12.9% |
$5.69K - $6.5K
|
135
$42.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-20- 48.78% |
$5.69K - $6.5K
|
21
$6.55K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-22- 2.97% |
$6.26K - $7.15K
|
719
$224K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-22- 1.09% |
$6.26K - $7.15K
|
1.99K
$622K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-23- 1.57% |
$6.54K - $7.47K
|
1.45K
$451K
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-23- 1.31% |
$6.54K - $7.47K
|
1.73K
$540K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-23- 1.77% |
$6.54K - $7.47K
|
1.27K
$397K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-23- 2.04% |
$6.54K - $7.47K
|
1.11K
$345K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-24- 2.24% |
$6.83K - $7.8K
|
1.05K
$327K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-27- 1.93% |
$7.68K - $8.77K
|
1.37K
$428K
|
|
|
Oct 31, 2025
Q3 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-27- 2.94% |
$7.68K - $8.77K
|
890
$278K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-27- 0.45% |
$7.68K - $8.77K
|
5.91K
$1.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-30- 0.77% |
$8.53K - $9.75K
|
3.86K
$1.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-30- 1.7% |
$8.53K - $9.75K
|
1.73K
$541K
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-30- 33.71% |
$8.53K - $9.75K
|
59
$18.4K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-31- 0.79% |
$8.82K - $10.1K
|
3.88K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-32- 84.21% |
$9.1K - $10.4K
|
6
$1.87K
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-35- 4.85% |
$9.96K - $11.4K
|
687
$214K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-38- 79.17% |
$10.8K - $12.3K
|
10
$3.12K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-39- 3.36% |
$11.1K - $12.7K
|
1.12K
$350K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-39- 0.84% |
$11.1K - $12.7K
|
4.6K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-39- 0.86% |
$11.1K - $12.7K
|
4.48K
$1.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-40- 5.29% |
$11.4K - $13K
|
716
$223K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-40- 1.07% |
$11.4K - $13K
|
3.71K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-41- 1.17% |
$11.7K - $13.3K
|
3.46K
$1.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-43- 1.31% |
$12.2K - $14K
|
3.24K
$1.01M
|
|