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
|
Guardian Financial Partners, LLC
|
BUY
|
- |
9+ 0.27% |
$1.93K - $2.2K
|
3.32K
$813K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
7+ 0.23% |
$1.5K - $1.71K
|
3.1K
$761K
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
7+ 0.67% |
$1.5K - $1.71K
|
1.05K
$258K
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.26% |
$1.5K - $1.71K
|
2.65K
$650K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
6New |
$1.29K - $1.47K
|
6
$1.47K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.5% |
$1.07K - $1.22K
|
1K
$246K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5+ 0.14% |
$1.07K - $1.22K
|
3.7K
$907K
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
5+ 0.12% |
$1.07K - $1.22K
|
4.15K
$1.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5+ 0.07% |
$1.07K - $1.22K
|
7.45K
$1.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4+ 0.15% |
$860 - $979
|
2.74K
$670K
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.35% |
$860 - $979
|
1.13K
$278K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4+ 0.26% |
$860 - $979
|
1.54K
$377K
|
|
|
Oct 22, 2025
Q3 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3+ 0.33% |
$645 - $735
|
925
$227K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.06% |
$645 - $735
|
4.95K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3+ 0.21% |
$645 - $735
|
1.42K
$348K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.08% |
$645 - $735
|
3.98K
$976K
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$430 - $490
|
7.96K
$1.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.19% |
$430 - $490
|
1.06K
$260K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2+ 0.21% |
$430 - $490
|
949
$233K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.07% |
$430 - $490
|
3K
$734K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$430 - $490
|
2.67K
$655K
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2+ 0.14% |
$430 - $490
|
1.47K
$361K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.05% |
$215 - $245
|
1.98K
$485K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1+ 0.04% |
$215 - $245
|
2.58K
$633K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1+ 0.05% |
$215 - $245
|
1.97K
$482K
|
|
|
Oct 22, 2025
Q3 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1+ 0.03% |
$215 - $245
|
3.44K
$844K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.31% |
$215 - $245
|
328
$80.4K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.09% |
$215 - $245
|
1.1K
$271K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.06% |
$215 - $245
|
1.62K
$397K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
1+ 0.08% |
$215 - $245
|
1.22K
$300K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.06% |
$215 - $245
|
1.65K
$404K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$215 - $245
|
965
$236K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1+ 0.09% |
$215 - $245
|
1.09K
$267K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-1- 0.2% |
$215 - $245
|
493
$121K
|
|
|
Oct 08, 2025
Q3 2025
|
Flower City Capital
|
SELL
|
- |
-1- 0.06% |
$215 - $245
|
1.64K
$403K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1- 0.03% |
$215 - $245
|
3.37K
$826K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$215 - $245
|
14.8K
$3.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-1- 0.02% |
$215 - $245
|
4.32K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-1- 0.05% |
$215 - $245
|
2.09K
$512K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2- -0.0% |
$430 - $490
|
61.7K
$15.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2- 0.09% |
$430 - $490
|
2.16K
$530K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-2- 0.15% |
$430 - $490
|
1.35K
$330K
|
|
|
Oct 20, 2025
Q3 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-5- 1.51% |
$1.07K - $1.22K
|
326
$79.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-6- 0.11% |
$1.29K - $1.47K
|
5.28K
$1.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-6- 0.44% |
$1.29K - $1.47K
|
1.36K
$334K
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-6- 1.68% |
$1.29K - $1.47K
|
352
$86.3K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-7- 0.2% |
$1.5K - $1.71K
|
3.47K
$850K
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7- 0.72% |
$1.5K - $1.71K
|
963
$236K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-7- 0.34% |
$1.5K - $1.71K
|
2.05K
$502K
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-8- 0.68% |
$1.72K - $1.96K
|
1.17K
$285K
|