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
|
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 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.4K- 2.35% |
$516K - $588K
|
99.9K
$24.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.55K- 43.41% |
$549K - $625K
|
3.33K
$816K
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.69K- 69.39% |
$577K - $658K
|
1.19K
$290K
|
|
|
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
|
|
|
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 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-7.72K- 20.68% |
$1.66M - $1.89M
|
29.6K
$7.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-8.43K- 88.11% |
$1.81M - $2.06M
|
1.14K
$279K
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-9.42K- 18.48% |
$2.02M - $2.31M
|
41.5K
$10.2M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-9.77K- 52.02% |
$2.1M - $2.39M
|
9.01K
$2.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10.6K- 51.51% |
$2.27M - $2.59M
|
9.96K
$2.44M
|
|
|
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 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-22.8K- 27.8% |
$4.91M - $5.59M
|
59.3K
$14.5M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-28.9K- 19.29% |
$6.21M - $7.08M
|
121K
$29.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-30.8K- 99.59% |
$6.61M - $7.53M
|
126
$30.9K
|
|
|
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 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-93.8K- 50.85% |
$20.2M - $23M
|
90.6K
$22.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-523K- 61.2% |
$113M - $128M
|
332K
$81.3M
|