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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
24+ 3.92% |
$5.16K - $5.88K
|
636
$151K
|
|
|
Nov 12, 2025
Q3 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.93K- 4.34% |
$414K - $471K
|
42.4K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
32+ 0.75% |
$6.88K - $7.83K
|
4.32K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
736+ 46.12% |
$158K - $180K
|
2.33K
$554K
|
|
|
Nov 12, 2025
Q3 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
SELL
|
- |
-190- 5.29% |
$40.8K - $46.5K
|
3.4K
$807K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-24- 0.58% |
$5.16K - $5.88K
|
4.13K
$981K
|
|
|
Nov 12, 2025
Q3 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-147- 1.58% |
$31.6K - $36K
|
9.15K
$2.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-724- 2.8% |
$156K - $177K
|
25.2K
$5.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
65+ 3.87% |
$14K - $15.9K
|
1.75K
$415K
|
|
|
Nov 12, 2025
Q3 2025
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
1.39KNew |
$299K - $340K
|
1.39K
$330K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
25.6K+ 504.29% |
$5.51M - $6.28M
|
30.7K
$7.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.07% |
$215 - $245
|
1.47K
$349K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
165New |
$35.5K - $40.4K
|
165
$39.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-756- 10.19% |
$162K - $185K
|
6.66K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
560+ 1866.67% |
$120K - $137K
|
590
$140K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-62- 1.2% |
$13.3K - $15.2K
|
5.09K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
49+ 1.02% |
$10.5K - $12K
|
4.85K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-57- 0.5% |
$12.3K - $14K
|
11.3K
$2.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-138- 3.4% |
$29.7K - $33.8K
|
3.92K
$931K
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-413- 6.72% |
$88.8K - $101K
|
5.74K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
932KNew |
$200M - $228M
|
932K
$221M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
13+ 0.1% |
$2.79K - $3.18K
|
13.2K
$3.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.88K+ 1.39% |
$1.48M - $1.68M
|
500K
$119M
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.55K+ 86.48% |
$1.62M - $1.85M
|
16.3K
$3.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.33K- 6.54% |
$286K - $325K
|
19K
$4.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
CALL |
-3K- 14.93% |
$645K - $735K
|
17.1K
$4.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
13.1K+ 8.63% |
$2.82M - $3.21M
|
165K
$39.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
873New |
$188K - $214K
|
873
$207K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.42K+ 127.02% |
$304K - $346K
|
2.53K
$601K
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
242+ 15.2% |
$52K - $59.3K
|
1.83K
$436K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.91K- 8.4% |
$625K - $712K
|
31.7K
$7.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
30+ 0.28% |
$6.45K - $7.35K
|
10.8K
$2.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-53- 3.12% |
$11.4K - $13K
|
1.65K
$391K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.7K+ 9.21% |
$5.32M - $6.06M
|
293K
$69.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-17- 1.17% |
$3.65K - $4.16K
|
1.43K
$341K
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-298- 3.4% |
$64K - $73K
|
8.47K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
85+ 0.96% |
$18.3K - $20.8K
|
8.98K
$2.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
64+ 3.02% |
$13.8K - $15.7K
|
2.19K
$519K
|
|
|
Nov 12, 2025
Q3 2025
|
Geneva Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$215 - $245
|
1.88K
$446K
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
SELL
|
- |
-1.17K- 0.37% |
$252K - $287K
|
320K
$75.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-4.6K- 38.06% |
$988K - $1.13M
|
7.48K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$430 - $490
|
1.34K
$318K
|
|
|
Nov 12, 2025
Q3 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
30+ 0.21% |
$6.45K - $7.35K
|
14.3K
$3.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
53.9KNew |
$11.6M - $13.2M
|
53.9K
$12.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
425K+ 220.66% |
$91.3M - $104M
|
618K
$147M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.85K- 7.86% |
$1.04M - $1.19M
|
56.8K
$13.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-145K- 8.76% |
$31.1M - $35.4M
|
1.51M
$358M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-6.35K- 2.67% |
$1.37M - $1.56M
|
232K
$55M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
303+ 9.13% |
$65.1K - $74.2K
|
3.62K
$860K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.12K- 3.89% |
$1.53M - $1.74M
|
176K
$41.8M
|
|