Latest Institutional Transactions on Ishares Russell 2000 ETF (IWM)
This table provides information on the latest institutional transactions involving Ishares Russell 2000 ETF (IWM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
635New |
$150K - $159K
|
635
$151K
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
31+ 0.41% |
$7.34K - $7.76K
|
7.52K
$1.79M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
8.19K+ 17.7% |
$1.94M - $2.05M
|
54.4K
$12.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1+ 0.15% |
$237 - $250
|
668
$159K
|
|
|
Jan 20, 2026
Q4 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-30- 1.79% |
$7.1K - $7.51K
|
1.65K
$391K
|
|
|
Jan 20, 2026
Q4 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
400New |
$94.7K - $100K
|
400
$95K
|
|
|
Jan 20, 2026
Q4 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
SELL
|
- |
-8.78K- 21.72% |
$2.08M - $2.2M
|
31.7K
$7.52M
|
|
|
Jan 20, 2026
Q4 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.96K+ 3.04% |
$701K - $741K
|
100K
$23.8M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-17- 0.34% |
$4.03K - $4.26K
|
4.96K
$1.18M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-6.37K- 7.41% |
$1.51M - $1.59M
|
79.6K
$18.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
672+ 1680.0% |
$159K - $168K
|
712
$169K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2+ 0.17% |
$474 - $501
|
1.2K
$285K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
SELL
|
- |
-466- 9.99% |
$110K - $117K
|
4.2K
$997K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
20+ 1.78% |
$4.74K - $5.01K
|
1.14K
$271K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
931+ 8.21% |
$220K - $233K
|
12.3K
$2.92M
|
|
|
Jan 20, 2026
Q4 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
1.01KNew |
$239K - $253K
|
1.01K
$240K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17.6K+ 26.51% |
$4.16M - $4.4M
|
83.8K
$19.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-93- 1.33% |
$22K - $23.3K
|
6.9K
$1.64M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-548- 0.85% |
$130K - $137K
|
63.7K
$15.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.8K+ 15.64% |
$3.98M - $4.21M
|
124K
$29.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-354- 1.53% |
$83.8K - $88.6K
|
22.8K
$5.41M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.36K- 40.78% |
$323K - $341K
|
1.98K
$470K
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-873- 27.44% |
$207K - $219K
|
2.31K
$548K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$237 - $250
|
1.75K
$416K
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
11.1K+ 11.83% |
$2.63M - $2.78M
|
105K
$24.9M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.94K+ 229.39% |
$933K - $987K
|
5.66K
$1.34M
|
|
|
Jan 20, 2026
Q4 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-232- 0.87% |
$54.9K - $58.1K
|
26.4K
$6.27M
|
|
|
Jan 20, 2026
Q4 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-30- 0.42% |
$7.1K - $7.51K
|
7.07K
$1.68M
|
|
|
Jan 20, 2026
Q4 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-262- 12.81% |
$62K - $65.6K
|
1.78K
$424K
|
|
|
Jan 20, 2026
Q4 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
723+ 25.39% |
$171K - $181K
|
3.57K
$848K
|
|
|
Jan 20, 2026
Q4 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
924New |
$219K - $231K
|
924
$219K
|
|
|
Jan 20, 2026
Q4 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
69+ 3.3% |
$16.3K - $17.3K
|
2.16K
$513K
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
2+ 0.21% |
$474 - $501
|
965
$229K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
SELL
|
- |
-54- 1.61% |
$12.8K - $13.5K
|
3.3K
$785K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.55K- 4.59% |
$366K - $387K
|
32.2K
$7.64M
|
|
|
Jan 20, 2026
Q4 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-44- 3.93% |
$10.4K - $11K
|
1.08K
$256K
|
|
|
Jan 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
178New |
$42.1K - $44.6K
|
178
$42.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
652+ 8.57% |
$154K - $163K
|
8.26K
$1.96M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.54KNew |
$365K - $386K
|
1.54K
$366K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
419+ 19.57% |
$99.2K - $105K
|
2.56K
$608K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.1% |
$474 - $501
|
1.98K
$471K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-48- 1.21% |
$11.4K - $12K
|
3.93K
$934K
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
13.4K+ 440.91% |
$3.18M - $3.36M
|
16.5K
$3.92M
|
|
|
Jan 20, 2026
Q4 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2.17K+ 11.02% |
$513K - $542K
|
21.8K
$5.18M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-308- 3.95% |
$72.9K - $77.1K
|
7.49K
$1.78M
|
|
|
Jan 20, 2026
Q4 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
160+ 5.2% |
$37.9K - $40.1K
|
3.24K
$769K
|
|
|
Jan 20, 2026
Q4 2025
|
Westwood Wealth Management
|
BUY
|
- |
3.33KNew |
$789K - $834K
|
3.33K
$791K
|
|
|
Jan 20, 2026
Q4 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
817New |
$193K - $205K
|
817
$194K
|
|
|
Jan 20, 2026
Q4 2025
|
Myriad Asset Management Us LP
|
BUY
|
- |
2.03KNew |
$479K - $507K
|
2.03K
$481K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2- 0.04% |
$474 - $501
|
4.8K
$1.14M
|
|