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 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-352- 15.47% |
$75.7K - $86.2K
|
1.92K
$471K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-371- 2.45% |
$79.7K - $90.8K
|
14.7K
$3.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-379- 10.45% |
$81.5K - $92.8K
|
3.25K
$796K
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-380- 3.5% |
$81.7K - $93K
|
10.5K
$2.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
SELL
|
- |
-396- 29.95% |
$85.1K - $97K
|
926
$227K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-400- 32.0% |
$86K - $97.9K
|
850
$208K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-416- 31.93% |
$89.4K - $102K
|
887
$217K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-421- 1.95% |
$90.5K - $103K
|
21.1K
$5.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-423- 1.67% |
$90.9K - $104K
|
25K
$6.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-433- 8.38% |
$93.1K - $106K
|
4.73K
$1.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-449- 2.26% |
$96.5K - $110K
|
19.5K
$4.77M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-452- 1.41% |
$97.1K - $111K
|
31.5K
$7.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-473- 5.86% |
$102K - $116K
|
7.6K
$1.86M
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-478- 11.83% |
$103K - $117K
|
3.56K
$873K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-483- 21.76% |
$104K - $118K
|
1.74K
$426K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-501- 26.29% |
$108K - $123K
|
1.41K
$344K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-509- 31.54% |
$109K - $125K
|
1.11K
$271K
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-520- 0.53% |
$112K - $127K
|
97.3K
$23.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-534- 71.2% |
$115K - $131K
|
216
$52.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-562- 1.22% |
$121K - $138K
|
45.6K
$11.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-579- 8.07% |
$124K - $142K
|
6.6K
$1.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-597- 6.89% |
$128K - $146K
|
8.07K
$1.98M
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-611- 17.66% |
$131K - $150K
|
2.85K
$698K
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-616- 29.28% |
$132K - $151K
|
1.49K
$365K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-622- 12.02% |
$134K - $152K
|
4.55K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-624- 1.3% |
$134K - $153K
|
47.5K
$11.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-624- 2.24% |
$134K - $153K
|
27.2K
$6.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-628- 15.59% |
$135K - $154K
|
3.4K
$833K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-650- 2.36% |
$140K - $159K
|
26.9K
$6.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-655- 7.92% |
$141K - $160K
|
7.61K
$1.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
SELL
|
- |
-659- 4.13% |
$142K - $161K
|
15.3K
$3.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-688- 1.63% |
$148K - $168K
|
41.5K
$10.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-700- 20.59% |
$150K - $171K
|
2.7K
$662K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-700- 76.17% |
$150K - $171K
|
219
$53.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-740- 5.13% |
$159K - $181K
|
13.7K
$3.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-775- 1.2% |
$167K - $190K
|
64K
$15.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-782- 6.23% |
$168K - $191K
|
11.8K
$2.88M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-794- 15.62% |
$171K - $194K
|
4.29K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-812- 23.67% |
$175K - $199K
|
2.62K
$642K
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-815- 18.71% |
$175K - $200K
|
3.54K
$868K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-818- 10.19% |
$176K - $200K
|
7.21K
$1.77M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-820- 13.85% |
$176K - $201K
|
5.1K
$1.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-834- 7.94% |
$179K - $204K
|
9.67K
$2.37M
|
|
|
Oct 10, 2025
Q3 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-858- 21.04% |
$184K - $210K
|
3.22K
$789K
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-872- 11.61% |
$187K - $214K
|
6.64K
$1.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-900- 7.07% |
$193K - $220K
|
11.8K
$2.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-968- 4.78% |
$208K - $237K
|
19.3K
$4.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-978- 31.26% |
$210K - $239K
|
2.15K
$527K
|
|
|
Oct 07, 2025
Q3 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.01K- 6.16% |
$218K - $248K
|
15.4K
$3.78M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-1.02K- 1.82% |
$219K - $249K
|
55K
$13.5M
|