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 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
52.7K+ 167.47% |
$11.3M - $12.9M
|
84.2K
$20.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
46.9KNew |
$10.1M - $11.5M
|
46.9K
$11.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.5K+ 15.27% |
$8.28M - $9.43M
|
291K
$71.3M
|
|
|
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 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
22.8KNew |
$4.89M - $5.57M
|
22.8K
$5.58M
|
|
|
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 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18.8K+ 45.76% |
$4.05M - $4.61M
|
60K
$14.7M
|
|
|
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 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
14.6K+ 1947.6% |
$3.14M - $3.58M
|
15.4K
$3.76M
|
|
|
Oct 28, 2025
Q3 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
13KNew |
$2.8M - $3.19M
|
13K
$3.19M
|
|
|
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 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
12.3KNew |
$2.65M - $3.02M
|
12.3K
$3.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
10.5KNew |
$2.26M - $2.57M
|
10.5K
$2.57M
|
|
|
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 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
7.06KNew |
$1.52M - $1.73M
|
7.06K
$1.73M
|
|
|
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 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
5.76KNew |
$1.24M - $1.41M
|
5.76K
$1.41M
|
|
|
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 27, 2025
Q3 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
5K+ 18.52% |
$1.07M - $1.22M
|
32K
$7.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
4.66KNew |
$1M - $1.14M
|
4.66K
$1.14M
|
|
|
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 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.04K+ 3.57% |
$868K - $989K
|
117K
$28.7M
|