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 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 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-543- 0.28% |
$117K - $133K
|
195K
$47.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-548- 12.28% |
$118K - $134K
|
3.92K
$959K
|
|
|
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 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-624- 2.24% |
$134K - $153K
|
27.2K
$6.67M
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-624- 1.3% |
$134K - $153K
|
47.5K
$11.6M
|
|
|
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 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-653- 1.88% |
$140K - $160K
|
34K
$8.34M
|
|
|
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 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-700- 76.17% |
$150K - $171K
|
219
$53.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-700- 20.59% |
$150K - $171K
|
2.7K
$662K
|
|
|
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 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-780- 8.85% |
$168K - $191K
|
8.03K
$1.97M
|
|
|
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 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-841- 21.47% |
$181K - $206K
|
3.08K
$754K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-849- 4.53% |
$182K - $208K
|
17.9K
$4.38M
|
|
|
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 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-925- 30.01% |
$199K - $226K
|
2.16K
$529K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-946- 6.39% |
$203K - $232K
|
13.9K
$3.4M
|
|
|
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
|
|
|
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
|