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 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.43K+ 27.96% |
$522K - $595K
|
11.1K
$2.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.4K+ 46.51% |
$517K - $589K
|
7.57K
$1.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
2.36K+ 2.58% |
$507K - $578K
|
93.9K
$23M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.24K+ 77.6% |
$481K - $548K
|
5.12K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.23KNew |
$480K - $546K
|
2.23K
$547K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.12KNew |
$455K - $518K
|
2.12K
$519K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.07K+ 123.2% |
$445K - $507K
|
3.75K
$919K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
2.07KNew |
$444K - $506K
|
2.07K
$506K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.04K+ 27.81% |
$439K - $500K
|
9.38K
$2.3M
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2.03K+ 3.58% |
$437K - $498K
|
58.9K
$14.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.95K+ 107.51% |
$418K - $477K
|
3.76K
$921K
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.88K+ 6.77% |
$405K - $461K
|
29.7K
$7.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.85K+ 1233.33% |
$398K - $453K
|
2K
$490K
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
1.82KNew |
$391K - $445K
|
1.82K
$446K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.8K+ 9.68% |
$387K - $441K
|
20.4K
$5M
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.7K+ 9.47% |
$365K - $416K
|
19.6K
$4.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.62K+ 9.84% |
$348K - $396K
|
18.1K
$4.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.58KNew |
$340K - $388K
|
1.58K
$388K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.58K+ 15.01% |
$339K - $387K
|
12.1K
$2.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
1.52K+ 47.33% |
$328K - $373K
|
4.74K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.42K+ 48.53% |
$306K - $349K
|
4.36K
$1.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
1.41K+ 14.62% |
$302K - $344K
|
11K
$2.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
1.37KNew |
$294K - $335K
|
1.37K
$336K
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1.36K+ 8.9% |
$293K - $334K
|
16.7K
$4.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.31K+ 68.61% |
$280K - $320K
|
3.21K
$786K
|
|
|
Oct 21, 2025
Q3 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
1.27KNew |
$272K - $310K
|
1.27K
$310K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.25K+ 100.64% |
$269K - $307K
|
2.5K
$612K
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.25K+ 11.06% |
$269K - $306K
|
12.6K
$3.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.25K+ 5.9% |
$269K - $306K
|
22.4K
$5.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.23K+ 89.07% |
$264K - $301K
|
2.61K
$640K
|
|
|
Oct 23, 2025
Q3 2025
|
Cortland Associates Inc
|
BUY
|
- |
1.2K+ 127.25% |
$258K - $294K
|
2.14K
$525K
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.12K+ 1.29% |
$242K - $275K
|
88.5K
$21.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.12K+ 2.61% |
$241K - $275K
|
44.2K
$10.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
1.11KNew |
$239K - $273K
|
1.11K
$273K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.11K+ 4.32% |
$239K - $272K
|
26.8K
$6.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.11K+ 3.73% |
$239K - $272K
|
30.8K
$7.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.11KNew |
$238K - $272K
|
1.11K
$272K
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
1.1KNew |
$236K - $269K
|
1.1K
$270K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.08K+ 3.28% |
$233K - $265K
|
34.1K
$8.35M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.06K+ 100.47% |
$227K - $259K
|
2.11K
$517K
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
1.03K+ 62.32% |
$222K - $253K
|
2.69K
$659K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.02KNew |
$219K - $250K
|
1.02K
$250K
|
|
|
Oct 10, 2025
Q3 2025
|
Sara Bay Financial
|
BUY
|
- |
1.01KNew |
$217K - $248K
|
1.01K
$248K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1KNew |
$215K - $245K
|
1K
$245K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
995+ 55.25% |
$214K - $244K
|
2.8K
$685K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
933New |
$201K - $228K
|
933
$229K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
BUY
|
- |
917New |
$197K - $225K
|
917
$225K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
914+ 5.95% |
$196K - $224K
|
16.3K
$3.99M
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
912New |
$196K - $223K
|
912
$223K
|
|
|
Oct 06, 2025
Q3 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
904New |
$194K - $221K
|
904
$222K
|