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
|
Marshall & Sullivan Inc
|
SELL
|
- |
-142- 0.13% |
$30.5K - $34.8K
|
112K
$27.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-143- 2.41% |
$30.7K - $35K
|
5.8K
$1.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-146- 2.22% |
$31.4K - $35.7K
|
6.44K
$1.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-147- 4.0% |
$31.6K - $36K
|
3.53K
$865K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-150- 0.82% |
$32.2K - $36.7K
|
18.1K
$4.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-151- 2.43% |
$32.5K - $37K
|
6.05K
$1.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-156- 3.06% |
$33.5K - $38.2K
|
4.94K
$1.21M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-157- 2.34% |
$33.7K - $38.4K
|
6.56K
$1.61M
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-160- 11.76% |
$34.4K - $39.2K
|
1.2K
$294K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-163- 7.06% |
$35K - $39.9K
|
2.15K
$526K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-165- 1.19% |
$35.5K - $40.4K
|
13.7K
$3.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-165- 5.43% |
$35.5K - $40.4K
|
2.87K
$704K
|
|
|
Oct 03, 2025
Q3 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-167- 2.31% |
$35.9K - $40.9K
|
7.08K
$1.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-169- 0.63% |
$36.3K - $41.4K
|
26.8K
$6.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-169- 0.95% |
$36.3K - $41.4K
|
17.6K
$4.31M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-180- 0.81% |
$38.7K - $44.1K
|
21.9K
$5.38M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-183- 2.37% |
$39.3K - $44.8K
|
7.55K
$1.85M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-183- 5.17% |
$39.3K - $44.8K
|
3.36K
$823K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-190- 1.37% |
$40.8K - $46.5K
|
13.7K
$3.35M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-191- 4.34% |
$41K - $46.8K
|
4.21K
$1.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-193- 5.02% |
$41.5K - $47.3K
|
3.65K
$894K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-196- 8.86% |
$42.1K - $48K
|
2.02K
$494K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-200- 11.76% |
$43K - $49K
|
1.5K
$368K
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-205- 4.31% |
$44.1K - $50.2K
|
4.55K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-208- 4.78% |
$44.7K - $50.9K
|
4.14K
$1.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-211- 4.53% |
$45.3K - $51.7K
|
4.44K
$1.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-212- 0.77% |
$45.6K - $51.9K
|
27.4K
$6.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-216- 0.46% |
$46.4K - $52.9K
|
46.2K
$11.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-216- 4.69% |
$46.4K - $52.9K
|
4.39K
$1.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-222- 0.69% |
$47.7K - $54.4K
|
31.7K
$7.78M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-232- 1.97% |
$49.9K - $56.8K
|
11.6K
$2.84M
|
|
|
Oct 10, 2025
Q3 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-240- 9.26% |
$51.6K - $58.8K
|
2.35K
$577K
|
|
|
Oct 02, 2025
Q3 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-243- 0.07% |
$52.2K - $59.5K
|
327K
$80.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-247- 6.14% |
$53.1K - $60.5K
|
3.78K
$925K
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-249- 0.94% |
$53.5K - $61K
|
26.4K
$6.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-249- 15.78% |
$53.5K - $61K
|
1.33K
$326K
|
|
|
Oct 08, 2025
Q3 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-254- 13.93% |
$54.6K - $62.2K
|
1.57K
$384K
|
|
|
Oct 07, 2025
Q3 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-254- 0.34% |
$54.6K - $62.2K
|
74K
$18.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-256- 8.32% |
$55K - $62.7K
|
2.82K
$692K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-270- 7.99% |
$58K - $66.1K
|
3.11K
$762K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-278- 9.99% |
$59.7K - $68.1K
|
2.5K
$614K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-289- 4.02% |
$62.1K - $70.8K
|
6.89K
$1.69M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-300- 5.68% |
$64.5K - $73.5K
|
4.98K
$1.22M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-304- 1.16% |
$65.3K - $74.4K
|
25.9K
$6.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-310- 3.45% |
$66.6K - $75.9K
|
8.69K
$2.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-312- 21.07% |
$67.1K - $76.4K
|
1.17K
$286K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-319- 0.37% |
$68.6K - $78.1K
|
85.4K
$20.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-322- 13.6% |
$69.2K - $78.8K
|
2.05K
$501K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-325- 22.86% |
$69.8K - $79.6K
|
1.1K
$269K
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
SELL
|
- |
-343- 0.2% |
$73.7K - $84K
|
170K
$41.6M
|