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
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.04K- 19.15% |
$223K - $254K
|
4.38K
$1.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.05K- 2.47% |
$225K - $256K
|
41.2K
$10.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.06K- 1.4% |
$228K - $260K
|
74.9K
$18.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.09K- 36.9% |
$233K - $266K
|
1.86K
$455K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.12K- 22.16% |
$240K - $273K
|
3.92K
$960K
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.12K- 30.21% |
$241K - $275K
|
2.59K
$635K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.2K- 14.91% |
$258K - $294K
|
6.85K
$1.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.22K- 9.13% |
$263K - $299K
|
12.2K
$2.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.24K- 26.05% |
$266K - $303K
|
3.51K
$861K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.24K- 49.8% |
$266K - $303K
|
1.25K
$306K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.24K- 15.3% |
$267K - $304K
|
6.88K
$1.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.24K- 2.55% |
$267K - $305K
|
47.6K
$11.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.28K- 2.6% |
$274K - $313K
|
47.9K
$11.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.29K- 15.61% |
$278K - $317K
|
6.99K
$1.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.34K- 94.82% |
$287K - $327K
|
73
$17.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.35K- 4.89% |
$291K - $332K
|
26.3K
$6.45M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.46K- 45.45% |
$314K - $357K
|
1.75K
$429K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.47K- 8.39% |
$317K - $361K
|
16.1K
$3.94M
|
|
|
Oct 10, 2025
Q3 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-1.52K- 4.0% |
$326K - $371K
|
36.4K
$8.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-1.58K- 2.14% |
$339K - $387K
|
72.1K
$17.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-1.62K- 3.2% |
$348K - $396K
|
49K
$12M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-1.68K- 5.26% |
$361K - $411K
|
30.3K
$7.42M
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-1.73K- 11.93% |
$372K - $424K
|
12.8K
$3.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.77K- 6.04% |
$380K - $433K
|
27.5K
$6.75M
|
|
|
Oct 10, 2025
Q3 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
SELL
|
- |
-1.78K- 6.03% |
$382K - $436K
|
27.7K
$6.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.85K- 3.19% |
$397K - $452K
|
56.1K
$13.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.88K- 2.53% |
$403K - $459K
|
72.3K
$17.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.88K- 9.65% |
$404K - $460K
|
17.6K
$4.31M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.9K- 3.43% |
$408K - $465K
|
53.6K
$13.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-1.9K- 1.61% |
$409K - $466K
|
117K
$28.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-1.95K- 8.57% |
$419K - $477K
|
20.8K
$5.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-2K- 35.99% |
$430K - $489K
|
3.56K
$871K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-2K- 3.74% |
$430K - $490K
|
51.5K
$12.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
SELL
|
- |
-2.03K- 5.14% |
$436K - $497K
|
37.4K
$9.18M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-2.04K- 9.24% |
$439K - $500K
|
20.1K
$4.92M
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
SELL
|
- |
-2.1K- 14.66% |
$452K - $515K
|
12.2K
$3M
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-2.23K- 8.34% |
$479K - $546K
|
24.5K
$6.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-2.29K- 21.35% |
$492K - $561K
|
8.44K
$2.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.29K- 17.61% |
$493K - $561K
|
10.7K
$2.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.33K- 45.05% |
$501K - $570K
|
2.84K
$696K
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-2.39K- 16.89% |
$514K - $585K
|
11.8K
$2.88M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.55K- 43.41% |
$549K - $625K
|
3.33K
$816K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-2.79K- 26.68% |
$600K - $684K
|
7.68K
$1.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-2.96K- 3.6% |
$636K - $725K
|
79.3K
$19.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Woodstock Corp
|
SELL
|
- |
-3.16K- 21.04% |
$678K - $772K
|
11.8K
$2.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.33K- 5.53% |
$717K - $816K
|
57K
$14M
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
SELL
|
- |
-3.35K- 3.93% |
$719K - $819K
|
81.9K
$20.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-3.71K- 6.87% |
$798K - $909K
|
50.4K
$12.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.85K- 74.86% |
$828K - $944K
|
1.29K
$317K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-4.01K- 99.01% |
$862K - $982K
|
40
$9.8K
|