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 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
403New |
$86.6K - $98.7K
|
403
$98.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
398+ 0.78% |
$85.5K - $97.4K
|
51.7K
$12.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
389+ 8.32% |
$83.6K - $95.2K
|
5.06K
$1.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
361+ 37.68% |
$77.6K - $88.4K
|
1.32K
$323K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
355+ 1.18% |
$76.3K - $86.9K
|
30.3K
$7.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
351+ 16.61% |
$75.4K - $85.9K
|
2.46K
$604K
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
339+ 0.65% |
$72.9K - $83K
|
52.3K
$12.8M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
334+ 24.13% |
$71.8K - $81.8K
|
1.72K
$421K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
316+ 12.68% |
$67.9K - $77.4K
|
2.81K
$688K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
310+ 5.31% |
$66.6K - $75.9K
|
6.15K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
310+ 24.78% |
$66.6K - $75.9K
|
1.56K
$383K
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
303+ 6.31% |
$65.1K - $74.2K
|
5.11K
$1.25M
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
302+ 8.95% |
$64.9K - $73.9K
|
3.68K
$901K
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
301+ 12.82% |
$64.7K - $73.7K
|
2.65K
$649K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
299+ 1.04% |
$64.3K - $73.2K
|
29K
$7.12M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
296+ 3.82% |
$63.6K - $72.5K
|
8.05K
$1.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
294+ 1.8% |
$63.2K - $72K
|
16.6K
$4.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
286+ 9.6% |
$61.5K - $70K
|
3.27K
$800K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Group, Inc.
|
BUY
|
- |
284+ 2.82% |
$61K - $69.5K
|
10.4K
$2.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Savior LLC
|
BUY
|
- |
265+ 6.42% |
$57K - $64.9K
|
4.39K
$1.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
255New |
$54.8K - $62.4K
|
255
$62.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
251+ 9.4% |
$53.9K - $61.5K
|
2.92K
$716K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
241+ 6.2% |
$51.8K - $59K
|
4.13K
$1.01M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
238+ 6.56% |
$51.2K - $58.3K
|
3.87K
$947K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
237+ 0.91% |
$50.9K - $58K
|
26.2K
$6.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
235+ 18.97% |
$50.5K - $57.5K
|
1.47K
$361K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
196+ 9.73% |
$42.1K - $48K
|
2.21K
$542K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
179+ 1.21% |
$38.5K - $43.8K
|
15K
$3.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
167+ 11.76% |
$35.9K - $40.9K
|
1.59K
$389K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
166+ 0.83% |
$35.7K - $40.6K
|
20.2K
$4.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
145+ 2.51% |
$31.2K - $35.5K
|
5.93K
$1.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
142+ 4.44% |
$30.5K - $34.8K
|
3.34K
$819K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
140+ 1.63% |
$30.1K - $34.3K
|
8.73K
$2.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
138+ 8.48% |
$29.7K - $33.8K
|
1.77K
$433K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
135+ 12.91% |
$29K - $33.1K
|
1.18K
$289K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
132+ 3.55% |
$28.4K - $32.3K
|
3.85K
$943K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
126+ 3.48% |
$27.1K - $30.8K
|
3.74K
$918K
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
124+ 1.6% |
$26.7K - $30.4K
|
7.86K
$1.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
123+ 1.61% |
$26.4K - $30.1K
|
7.78K
$1.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
115+ 3.95% |
$24.7K - $28.2K
|
3.03K
$741K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
105+ 2.54% |
$22.6K - $25.7K
|
4.24K
$1.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
104+ 5.45% |
$22.4K - $25.5K
|
2.01K
$493K
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
104+ 4.82% |
$22.4K - $25.5K
|
2.26K
$554K
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
100+ 3.85% |
$21.5K - $24.5K
|
2.7K
$661K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
97+ 5.25% |
$20.8K - $23.7K
|
1.95K
$477K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
92+ 1.19% |
$19.8K - $22.5K
|
7.79K
$1.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
91+ 0.14% |
$19.6K - $22.3K
|
66.2K
$16.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
89+ 7.4% |
$19.1K - $21.8K
|
1.29K
$316K
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
89+ 1.01% |
$19.1K - $21.8K
|
8.93K
$2.19M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
89+ 0.47% |
$19.1K - $21.8K
|
19.2K
$4.71M
|