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
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
88+ 0.79% |
$18.9K - $21.5K
|
11.2K
$2.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
85+ 0.4% |
$18.3K - $20.8K
|
21.4K
$5.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
83+ 0.36% |
$17.8K - $20.3K
|
23.4K
$5.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
83+ 0.95% |
$17.8K - $20.3K
|
8.82K
$2.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
82+ 3.52% |
$17.6K - $20.1K
|
2.41K
$591K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
81+ 0.95% |
$17.4K - $19.8K
|
8.58K
$2.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
77New |
$16.5K - $18.9K
|
77
$18.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
72+ 313.04% |
$15.5K - $17.6K
|
95
$23.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
72+ 5.86% |
$15.5K - $17.6K
|
1.3K
$319K
|
|
|
Oct 17, 2025
Q3 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
70+ 2.94% |
$15K - $17.1K
|
2.46K
$602K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
67+ 2.14% |
$14.4K - $16.4K
|
3.2K
$784K
|
|
|
Oct 14, 2025
Q3 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
65+ 2.03% |
$14K - $15.9K
|
3.27K
$801K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
63+ 5.52% |
$13.5K - $15.4K
|
1.21K
$295K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
61+ 2.87% |
$13.1K - $14.9K
|
2.19K
$536K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
59+ 0.3% |
$12.7K - $14.4K
|
19.5K
$4.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
58+ 0.08% |
$12.5K - $14.2K
|
73K
$17.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
58+ 0.51% |
$12.5K - $14.2K
|
11.4K
$2.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
56+ 0.14% |
$12K - $13.7K
|
38.8K
$9.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
50+ 8.13% |
$10.7K - $12.2K
|
665
$163K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
50+ 0.2% |
$10.7K - $12.2K
|
24.7K
$6.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
40+ 13.33% |
$8.6K - $9.79K
|
340
$83.3K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
39+ 1.98% |
$8.38K - $9.55K
|
2.01K
$493K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
38+ 0.24% |
$8.17K - $9.3K
|
15.8K
$3.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
37New |
$7.95K - $9.06K
|
37
$9.07K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
37+ 154.17% |
$7.95K - $9.06K
|
61
$14.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Ti Trust, Inc
|
BUY
|
- |
36+ 1.17% |
$7.74K - $8.81K
|
3.1K
$760K
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
36+ 3.19% |
$7.74K - $8.81K
|
1.16K
$285K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
33+ 0.22% |
$7.09K - $8.08K
|
14.9K
$3.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
33+ 0.94% |
$7.09K - $8.08K
|
3.54K
$867K
|
|
|
Oct 06, 2025
Q3 2025
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
30+ 2.18% |
$6.45K - $7.35K
|
1.41K
$345K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
30+ 2.56% |
$6.45K - $7.35K
|
1.2K
$294K
|
|
|
Oct 20, 2025
Q3 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
30+ 3.14% |
$6.45K - $7.35K
|
984
$241K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
27+ 1.09% |
$5.8K - $6.61K
|
2.5K
$614K
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
27+ 1.6% |
$5.8K - $6.61K
|
1.72K
$421K
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
26+ 0.9% |
$5.59K - $6.37K
|
2.92K
$715K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
25+ 1.02% |
$5.37K - $6.12K
|
2.48K
$609K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
23+ 1.6% |
$4.94K - $5.63K
|
1.46K
$358K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
21+ 0.36% |
$4.51K - $5.14K
|
5.82K
$1.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
21+ 0.49% |
$4.51K - $5.14K
|
4.29K
$1.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
20+ 1.3% |
$4.3K - $4.9K
|
1.55K
$381K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
19+ 0.22% |
$4.08K - $4.65K
|
8.85K
$2.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
17+ 0.7% |
$3.65K - $4.16K
|
2.45K
$600K
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
16+ 0.07% |
$3.44K - $3.92K
|
24.4K
$5.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
15+ 0.24% |
$3.22K - $3.67K
|
6.22K
$1.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
15+ 0.49% |
$3.22K - $3.67K
|
3.08K
$755K
|
|
|
Oct 15, 2025
Q3 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
14+ 0.29% |
$3.01K - $3.43K
|
4.93K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
12+ 0.67% |
$2.58K - $2.94K
|
1.81K
$443K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.31% |
$2.15K - $2.45K
|
3.28K
$803K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
9+ 0.28% |
$1.93K - $2.2K
|
3.27K
$801K
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
9+ 0.06% |
$1.93K - $2.2K
|
14.1K
$3.47M
|