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 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-42- 1.39% |
$9.03K - $10.3K
|
2.97K
$728K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-44- 0.93% |
$9.46K - $10.8K
|
4.71K
$1.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-44- 0.54% |
$9.46K - $10.8K
|
8.17K
$2M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-45- 0.28% |
$9.67K - $11K
|
16.2K
$3.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-45- 0.41% |
$9.67K - $11K
|
10.9K
$2.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-45- 1.34% |
$9.67K - $11K
|
3.3K
$809K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-47- 0.79% |
$10.1K - $11.5K
|
5.93K
$1.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-50- 2.69% |
$10.7K - $12.2K
|
1.81K
$444K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-52- 5.39% |
$11.2K - $12.7K
|
913
$224K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-53- 0.79% |
$11.4K - $13K
|
6.64K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-55- 0.39% |
$11.8K - $13.5K
|
14K
$3.43M
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-56- 5.51% |
$12K - $13.7K
|
961
$236K
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-60- 4.28% |
$12.9K - $14.7K
|
1.34K
$329K
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-60- 3.91% |
$12.9K - $14.7K
|
1.48K
$361K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-61- 0.5% |
$13.1K - $14.9K
|
12.2K
$2.99M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-61- 37.2% |
$13.1K - $14.9K
|
103
$25.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-64- 1.76% |
$13.8K - $15.7K
|
3.58K
$877K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-64- 0.47% |
$13.8K - $15.7K
|
13.4K
$3.29M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-67- 2.53% |
$14.4K - $16.4K
|
2.59K
$633K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-67- 0.55% |
$14.4K - $16.4K
|
12.1K
$2.97M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-67- 0.36% |
$14.4K - $16.4K
|
18.3K
$4.49M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-67- 0.54% |
$14.4K - $16.4K
|
12.2K
$3M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-68- 2.91% |
$14.6K - $16.6K
|
2.27K
$557K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-75- 4.89% |
$16.1K - $18.4K
|
1.46K
$358K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-76- 2.32% |
$16.3K - $18.6K
|
3.19K
$782K
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-76- 1.12% |
$16.3K - $18.6K
|
6.69K
$1.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-77- 0.95% |
$16.5K - $18.9K
|
7.99K
$1.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-80- 1.14% |
$17.2K - $19.6K
|
6.93K
$1.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-80- 1.05% |
$17.2K - $19.6K
|
7.53K
$1.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-82- 7.85% |
$17.6K - $20.1K
|
963
$236K
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-83- 1.57% |
$17.8K - $20.3K
|
5.19K
$1.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-85- 8.06% |
$18.3K - $20.8K
|
969
$237K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-85- 4.3% |
$18.3K - $20.8K
|
1.89K
$464K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-86- 1.92% |
$18.5K - $21.1K
|
4.39K
$1.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-89- 1.17% |
$19.1K - $21.8K
|
7.54K
$1.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-93- 0.88% |
$20K - $22.8K
|
10.5K
$2.57M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-97- 5.16% |
$20.8K - $23.7K
|
1.78K
$437K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-97- 1.94% |
$20.8K - $23.7K
|
4.9K
$1.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-99- 4.68% |
$21.3K - $24.2K
|
2.02K
$494K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-109- 6.43% |
$23.4K - $26.7K
|
1.59K
$389K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-110- 2.44% |
$23.6K - $26.9K
|
4.4K
$1.08M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-111- 8.33% |
$23.9K - $27.2K
|
1.22K
$299K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-112- 11.81% |
$24.1K - $27.4K
|
836
$205K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-115- 5.24% |
$24.7K - $28.2K
|
2.08K
$510K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-116- 2.78% |
$24.9K - $28.4K
|
4.06K
$994K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-118- 4.94% |
$25.4K - $28.9K
|
2.27K
$557K
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-127- 10.68% |
$27.3K - $31.1K
|
1.06K
$260K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-133- 94.33% |
$28.6K - $32.6K
|
8
$1.96K
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-134- 1.07% |
$28.8K - $32.8K
|
12.4K
$3.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-137- 6.44% |
$29.4K - $33.5K
|
1.99K
$487K
|