Purchases and Sales Made in Q3 2025 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 2000 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
130K+ 313.53% |
$28M - $31.9M
|
172K
$42.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
100KNew |
$21.5M - $24.5M
|
100K
$24.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
68.6K+ 462.07% |
$14.7M - $16.8M
|
83.4K
$20.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
58.1KNew |
$12.5M - $14.2M
|
58.1K
$14.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
36.7K+ 74.1% |
$7.89M - $8.99M
|
86.3K
$21.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
33.8K+ 361.84% |
$7.27M - $8.28M
|
43.2K
$10.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
28.9K+ 1026.38% |
$6.21M - $7.07M
|
31.7K
$7.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
25.1KNew |
$5.39M - $6.14M
|
25.1K
$6.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
20K+ 8.08% |
$4.31M - $4.91M
|
268K
$65.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
20K+ 149.98% |
$4.3M - $4.9M
|
33.4K
$8.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.6K+ 3.36% |
$3.99M - $4.55M
|
571K
$140M
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
17.5K+ 1197.95% |
$3.76M - $4.29M
|
19K
$4.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
16.6K+ 38.9% |
$3.57M - $4.06M
|
59.2K
$14.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
16.1K+ 151.13% |
$3.47M - $3.95M
|
26.8K
$6.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
15.6KNew |
$3.36M - $3.83M
|
15.6K
$3.83M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
12.4K+ 4.53% |
$2.66M - $3.03M
|
285K
$69.9M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
9.67KNew |
$2.08M - $2.37M
|
9.67K
$2.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
9.37K+ 222.41% |
$2.01M - $2.29M
|
13.6K
$3.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
9.04KNew |
$1.94M - $2.21M
|
9.04K
$2.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
BUY
|
- |
8.77KNew |
$1.89M - $2.15M
|
8.77K
$2.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
8.68KNew |
$1.86M - $2.12M
|
8.68K
$2.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.75K+ 11.11% |
$1.67M - $1.9M
|
77.5K
$19M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
7.6KNew |
$1.63M - $1.86M
|
7.6K
$1.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.92K+ 6.74% |
$1.49M - $1.7M
|
110K
$26.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6.83K+ 1.9% |
$1.47M - $1.67M
|
366K
$89.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
6.82K+ 253.1% |
$1.46M - $1.67M
|
9.51K
$2.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
5.71K+ 7.59% |
$1.23M - $1.4M
|
80.9K
$19.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
5.41K+ 8.11% |
$1.16M - $1.32M
|
72K
$17.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.02K+ 25.87% |
$1.08M - $1.23M
|
24.4K
$5.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
4.57KNew |
$981K - $1.12M
|
4.57K
$1.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.46K+ 3.96% |
$958K - $1.09M
|
117K
$28.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
4.33K+ 63.72% |
$931K - $1.06M
|
11.1K
$2.73M
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
BUY
|
- |
4.31K+ 5134.52% |
$927K - $1.06M
|
4.4K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.31K+ 12.33% |
$926K - $1.06M
|
39.3K
$9.62M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
4.17K+ 393.48% |
$896K - $1.02M
|
5.23K
$1.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.06K+ 1.06% |
$873K - $994K
|
387K
$94.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4K+ 47.12% |
$859K - $979K
|
12.5K
$3.06M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.72K+ 25.44% |
$800K - $911K
|
18.4K
$4.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.15K+ 4.55% |
$676K - $771K
|
72.3K
$17.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.14K+ 37.06% |
$674K - $768K
|
11.6K
$2.84M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.98K+ 18631.25% |
$641K - $730K
|
3K
$734K
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
2.88K+ 1.62% |
$620K - $706K
|
181K
$44.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.86K+ 23.88% |
$615K - $701K
|
14.9K
$3.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.77K+ 136.08% |
$596K - $679K
|
4.81K
$1.18M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.77K+ 0.39% |
$594K - $677K
|
704K
$173M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.73KNew |
$588K - $669K
|
2.73K
$670K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.71K+ 9.64% |
$582K - $663K
|
30.8K
$7.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.68K+ 12.03% |
$575K - $655K
|
24.9K
$6.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.49K+ 49.65% |
$534K - $609K
|
7.49K
$1.84M
|
|
|
Oct 08, 2025
Q3 2025
|
Vista Finance, LLC
|
BUY
|
- |
2.46K+ 59.74% |
$528K - $601K
|
6.57K
$1.61M
|