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 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-9- 0.11% |
$1.93K - $2.2K
|
8.04K
$1.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-9- 0.72% |
$1.93K - $2.2K
|
1.25K
$306K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-9- 1.51% |
$1.93K - $2.2K
|
588
$144K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-10- 0.96% |
$2.15K - $2.45K
|
1.03K
$253K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-10- 0.69% |
$2.15K - $2.45K
|
1.44K
$352K
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-10- 0.09% |
$2.15K - $2.45K
|
10.8K
$2.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-10- 0.11% |
$2.15K - $2.45K
|
8.93K
$2.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-11- 6.25% |
$2.36K - $2.69K
|
165
$40.4K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-11- 1.0% |
$2.36K - $2.69K
|
1.09K
$268K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-11- 2.11% |
$2.36K - $2.69K
|
510
$125K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-11- 21.57% |
$2.36K - $2.69K
|
40
$9.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-12- 2.11% |
$2.58K - $2.94K
|
558
$137K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-13- 1.42% |
$2.79K - $3.18K
|
900
$221K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-15- 1.13% |
$3.22K - $3.67K
|
1.31K
$321K
|
|
|
Oct 14, 2025
Q3 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-16- 1.5% |
$3.44K - $3.92K
|
1.05K
$258K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-16- 0.12% |
$3.44K - $3.92K
|
13K
$3.17M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-16- 0.26% |
$3.44K - $3.92K
|
6.1K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-17- 14.53% |
$3.65K - $4.16K
|
100
$24.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-17- 2.66% |
$3.65K - $4.16K
|
621
$152K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-19- 0.51% |
$4.08K - $4.65K
|
3.69K
$903K
|
|
|
Oct 16, 2025
Q3 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-19- 0.9% |
$4.08K - $4.65K
|
2.09K
$512K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-20- 0.32% |
$4.3K - $4.9K
|
6.22K
$1.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-20- 1.25% |
$4.3K - $4.9K
|
1.58K
$387K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-20- 2.05% |
$4.3K - $4.9K
|
957
$235K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-21- 0.09% |
$4.51K - $5.14K
|
23.1K
$5.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-21- 0.59% |
$4.51K - $5.14K
|
3.55K
$870K
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-22- 1.71% |
$4.73K - $5.39K
|
1.27K
$310K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-24- 1.37% |
$5.16K - $5.88K
|
1.73K
$423K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-24- 0.95% |
$5.16K - $5.88K
|
2.5K
$612K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-25- 0.42% |
$5.37K - $6.12K
|
5.95K
$1.46M
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-25- 3.51% |
$5.37K - $6.12K
|
687
$168K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-25- 0.65% |
$5.37K - $6.12K
|
3.8K
$930K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-25- 1.62% |
$5.37K - $6.12K
|
1.52K
$372K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-25- 1.88% |
$5.37K - $6.12K
|
1.31K
$320K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-26- 1.14% |
$5.59K - $6.37K
|
2.25K
$552K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-28- 2.66% |
$6.02K - $6.86K
|
1.03K
$251K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-28- 1.11% |
$6.02K - $6.86K
|
2.49K
$610K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-28- 0.87% |
$6.02K - $6.86K
|
3.18K
$780K
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-28- 0.82% |
$6.02K - $6.86K
|
3.38K
$829K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-30- 5.24% |
$6.45K - $7.35K
|
542
$133K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-32- 2.52% |
$6.88K - $7.83K
|
1.24K
$303K
|
|
|
Oct 14, 2025
Q3 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-33- 0.85% |
$7.09K - $8.08K
|
3.86K
$946K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-34- 10.66% |
$7.31K - $8.32K
|
285
$69.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-36- 2.48% |
$7.74K - $8.81K
|
1.41K
$346K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-39- 0.65% |
$8.38K - $9.55K
|
5.96K
$1.46M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-39- 7.93% |
$8.38K - $9.55K
|
453
$111K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-40- 2.08% |
$8.6K - $9.79K
|
1.88K
$460K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-41- 6.1% |
$8.81K - $10K
|
631
$155K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-41- 0.59% |
$8.81K - $10K
|
6.95K
$1.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-41- 2.11% |
$8.81K - $10K
|
1.9K
$466K
|