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 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.35K- 8.69% |
$319K - $337K
|
14.2K
$3.36M
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$237 - $250
|
3.33K
$791K
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.46K- 28.54% |
$345K - $365K
|
3.65K
$867K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
401+ 8.27% |
$95K - $100K
|
5.25K
$1.25M
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
5.37KNew |
$1.27M - $1.34M
|
5.37K
$1.27M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
552+ 3.73% |
$131K - $138K
|
15.4K
$3.65M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-128- 10.04% |
$30.3K - $32K
|
1.15K
$272K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
168+ 2.39% |
$39.8K - $42.1K
|
7.2K
$1.71M
|
|
|
Jan 13, 2026
Q4 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
93.5K+ 2631.22% |
$22.1M - $23.4M
|
97.1K
$23.1M
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-12- 2.35% |
$2.84K - $3K
|
498
$118K
|
|
|
Jan 13, 2026
Q4 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1.32KNew |
$313K - $331K
|
1.32K
$314K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
2.9K+ 159.22% |
$687K - $726K
|
4.72K
$1.12M
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
1+ 0.08% |
$237 - $250
|
1.23K
$291K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-24- 0.12% |
$5.68K - $6.01K
|
19.3K
$4.57M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-48- 2.69% |
$11.4K - $12K
|
1.74K
$412K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-668- 9.64% |
$158K - $167K
|
6.26K
$1.49M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
457+ 15.11% |
$108K - $114K
|
3.48K
$827K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
471+ 0.28% |
$112K - $118K
|
166K
$39.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.29K+ 8.05% |
$305K - $322K
|
17.3K
$4.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
449+ 5.14% |
$106K - $112K
|
9.18K
$2.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-275- 18.64% |
$65.1K - $68.8K
|
1.2K
$285K
|
|
|
Jan 12, 2026
Q4 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
2.1K+ 18.87% |
$497K - $526K
|
13.2K
$3.14M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
SELL
|
- |
-124- 3.38% |
$29.4K - $31K
|
3.55K
$843K
|
|
|
Jan 12, 2026
Q4 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.68K+ 2.11% |
$397K - $419K
|
81K
$19.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-132- 6.86% |
$31.3K - $33K
|
1.79K
$425K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-11- 0.37% |
$2.6K - $2.75K
|
2.95K
$699K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
68+ 0.16% |
$16.1K - $17K
|
41.6K
$9.87M
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
163+ 1.0% |
$38.6K - $40.8K
|
16.4K
$3.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-740- 8.77% |
$175K - $185K
|
7.7K
$1.83M
|
|
|
Jan 12, 2026
Q4 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-111- 4.72% |
$26.3K - $27.8K
|
2.24K
$532K
|
|
|
Jan 12, 2026
Q4 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-29- 0.9% |
$6.87K - $7.26K
|
3.19K
$758K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
548New |
$130K - $137K
|
548
$130K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-269- 7.18% |
$63.7K - $67.3K
|
3.48K
$825K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
37+ 0.75% |
$8.76K - $9.26K
|
4.97K
$1.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
454+ 1.3% |
$108K - $114K
|
35.3K
$8.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
CALL |
500New |
$118K - $125K
|
500
$119K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-20- 2.01% |
$4.74K - $5.01K
|
973
$231K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.32K+ 106.09% |
$314K - $331K
|
2.57K
$611K
|
|
|
Jan 12, 2026
Q4 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.32K- 1.15% |
$313K - $330K
|
114K
$27.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
SELL
|
- |
-7.52K- 14.93% |
$1.78M - $1.88M
|
42.8K
$10.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-678- 21.18% |
$161K - $170K
|
2.52K
$599K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
515+ 6.3% |
$122K - $129K
|
8.7K
$2.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-678- 2.46% |
$161K - $170K
|
26.9K
$6.38M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.42K+ 15.05% |
$574K - $606K
|
18.5K
$4.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.85K+ 24.03% |
$437K - $462K
|
9.52K
$2.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
SELL
|
- |
-5.73K- 20.68% |
$1.36M - $1.43M
|
22K
$5.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
BUY
|
- |
192+ 16.0% |
$45.5K - $48.1K
|
1.39K
$331K
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
3.47K+ 26.68% |
$821K - $868K
|
16.5K
$3.91M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-77- 6.35% |
$18.2K - $19.3K
|
1.14K
$270K
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.13% |
$7.34K - $7.76K
|
23.7K
$5.63M
|
|