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
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
901+ 12.62% |
$194K - $221K
|
8.04K
$1.97M
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
900New |
$193K - $220K
|
900
$221K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
876New |
$188K - $214K
|
876
$215K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
873New |
$188K - $214K
|
873
$214K
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
869New |
$187K - $213K
|
869
$213K
|
|
|
Oct 09, 2025
Q3 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
863New |
$185K - $211K
|
863
$211K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
859+ 4.04% |
$185K - $210K
|
22.1K
$5.42M
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
852New |
$183K - $209K
|
852
$209K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
851+ 2.04% |
$183K - $208K
|
42.6K
$10.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
850+ 14.65% |
$183K - $208K
|
6.65K
$1.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
848+ 4.85% |
$182K - $208K
|
18.3K
$4.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
841+ 4.3% |
$181K - $206K
|
20.4K
$5M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
838+ 3.72% |
$180K - $205K
|
23.4K
$5.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
833+ 3.47% |
$179K - $204K
|
24.8K
$6.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
832+ 8.79% |
$179K - $204K
|
10.3K
$2.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
829+ 4.08% |
$178K - $203K
|
21.2K
$5.18M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
798+ 18.65% |
$172K - $195K
|
5.08K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
791+ 7.86% |
$170K - $194K
|
10.9K
$2.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
775+ 3.57% |
$167K - $190K
|
22.5K
$5.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
757+ 12.12% |
$163K - $185K
|
7K
$1.72M
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
755+ 19.42% |
$162K - $185K
|
4.64K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
752New |
$162K - $184K
|
752
$184K
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
700+ 5.58% |
$150K - $171K
|
13.2K
$3.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
667New |
$143K - $163K
|
667
$163K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
659+ 33.71% |
$142K - $161K
|
2.61K
$641K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
642+ 4.78% |
$138K - $157K
|
14.1K
$3.45M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
636+ 8.43% |
$137K - $156K
|
8.18K
$2M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
630+ 1.52% |
$135K - $154K
|
42.2K
$10.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
599+ 1.81% |
$129K - $147K
|
33.7K
$8.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
598+ 186.29% |
$129K - $146K
|
919
$225K
|
|
|
Oct 08, 2025
Q3 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
586+ 0.74% |
$126K - $143K
|
79.6K
$19.5M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
585+ 18.94% |
$126K - $143K
|
3.67K
$900K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
576+ 3.75% |
$124K - $141K
|
15.9K
$3.91M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
541+ 14.75% |
$116K - $132K
|
4.21K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
538+ 53.27% |
$116K - $132K
|
1.55K
$379K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
537+ 45.51% |
$115K - $131K
|
1.72K
$421K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
513+ 6.9% |
$110K - $126K
|
7.95K
$1.95M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
507+ 4.33% |
$109K - $124K
|
12.2K
$3M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
497+ 11.56% |
$107K - $122K
|
4.8K
$1.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
476+ 31.03% |
$102K - $117K
|
2.01K
$493K
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
471+ 12.59% |
$101K - $115K
|
4.21K
$1.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
468+ 1.34% |
$101K - $115K
|
35.4K
$8.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
465+ 7.22% |
$99.9K - $114K
|
6.9K
$1.69M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
458+ 2.25% |
$98.4K - $112K
|
20.9K
$5.11M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
456+ 20.61% |
$98K - $112K
|
2.67K
$654K
|
|
|
Oct 06, 2025
Q3 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
450+ 8.51% |
$96.7K - $110K
|
5.74K
$1.41M
|
|
|
Oct 08, 2025
Q3 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
443+ 1.37% |
$95.2K - $108K
|
32.9K
$8.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
441+ 4.04% |
$94.8K - $108K
|
11.3K
$2.78M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
436+ 0.48% |
$93.7K - $107K
|
92.2K
$22.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
425+ 0.37% |
$91.3K - $104K
|
115K
$28.2M
|