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 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.01K- 32.13% |
$862K - $982K
|
8.47K
$2.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-4.15K- 18.41% |
$893K - $1.02M
|
18.4K
$4.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-4.18K- 3.96% |
$898K - $1.02M
|
101K
$24.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-4.42K- 11.27% |
$950K - $1.08M
|
34.8K
$8.53M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-4.43K- 8.61% |
$953K - $1.09M
|
47.1K
$11.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-4.7K- 30.39% |
$1.01M - $1.15M
|
10.8K
$2.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.33K- 12.13% |
$1.15M - $1.31M
|
38.6K
$9.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.52K- 28.98% |
$1.4M - $1.6M
|
16K
$3.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-7.07K- 6.69% |
$1.52M - $1.73M
|
98.7K
$24.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-7.1K- 13.03% |
$1.53M - $1.74M
|
47.4K
$11.6M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-7.21K- 60.73% |
$1.55M - $1.77M
|
4.66K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.25K- 20.33% |
$1.56M - $1.77M
|
28.4K
$6.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.7K- 8.23% |
$1.66M - $1.89M
|
85.9K
$21.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-8.43K- 88.11% |
$1.81M - $2.06M
|
1.14K
$279K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-9.77K- 52.02% |
$2.1M - $2.39M
|
9.01K
$2.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-11.4K- 10.14% |
$2.44M - $2.78M
|
101K
$24.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-12.2K- 39.8% |
$2.62M - $2.98M
|
18.4K
$4.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.4K- 2.3% |
$2.66M - $3.03M
|
525K
$129M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-13.4K- 29.34% |
$2.89M - $3.29M
|
32.3K
$7.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-18.1K- 6.88% |
$3.9M - $4.44M
|
246K
$60.2M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-28.9K- 19.29% |
$6.21M - $7.08M
|
121K
$29.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-30.8K- 76.38% |
$6.63M - $7.55M
|
9.54K
$2.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-62.6K- 8.91% |
$13.5M - $15.3M
|
640K
$157M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-523K- 61.2% |
$113M - $128M
|
332K
$81.3M
|