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
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-269- 22.32% |
$57.8K - $65.9K
|
936
$222K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-78- 1.34% |
$16.8K - $19.1K
|
5.74K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
590+ 2.81% |
$127K - $144K
|
21.6K
$5.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-2.13K- 15.75% |
$458K - $522K
|
11.4K
$2.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Corre Partners Management, LLC
New York, NY |
BUY
|
PUT |
20K+ 20.0% |
$4.3M - $4.9M
|
120K
$28.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-7.38K- 35.66% |
$1.59M - $1.81M
|
13.3K
$3.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-49- 1.81% |
$10.5K - $12K
|
2.65K
$630K
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
15+ 0.19% |
$3.22K - $3.67K
|
7.75K
$1.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
BUY
|
- |
3.71K+ 10.65% |
$797K - $908K
|
38.6K
$9.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.21K+ 6.87% |
$475K - $541K
|
34.4K
$8.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
150+ 27.27% |
$32.2K - $36.7K
|
700
$166K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-18- 0.04% |
$3.87K - $4.41K
|
40.8K
$9.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1+ 0.01% |
$215 - $245
|
8K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
39+ 0.2% |
$8.38K - $9.55K
|
19.2K
$4.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-131- 3.14% |
$28.2K - $32.1K
|
4.05K
$961K
|
|
|
Nov 12, 2025
Q3 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.25K+ 21.5% |
$269K - $306K
|
7.07K
$1.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.95K- 9.82% |
$635K - $723K
|
27.1K
$6.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.16K+ 20.11% |
$1.54M - $1.75M
|
42.8K
$10.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
315K+ 4.46% |
$67.6M - $77M
|
7.37M
$1.75B
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
9.7K+ 151.56% |
$2.08M - $2.37M
|
16.1K
$3.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-331- 1.99% |
$71.1K - $81K
|
16.3K
$3.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
110+ 0.46% |
$23.6K - $26.9K
|
24.2K
$5.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
26KNew |
$5.59M - $6.37M
|
26K
$6.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
281KNew |
$60.5M - $68.9M
|
281K
$66.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.16K- 10.79% |
$250K - $284K
|
9.6K
$2.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.18K+ 44.47% |
$253K - $289K
|
3.83K
$910K
|
|
|
Nov 12, 2025
Q3 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 42.72% |
$2.53M - $2.88M
|
39.3K
$9.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.58KNew |
$985K - $1.12M
|
4.58K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
47.8K+ 8.49% |
$10.3M - $11.7M
|
611K
$145M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.32K- 0.54% |
$499K - $569K
|
427K
$101M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
1.9KNew |
$408K - $465K
|
1.9K
$451K
|
|
|
Nov 12, 2025
Q3 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-387- 0.31% |
$83.2K - $94.8K
|
125K
$29.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-429- 10.6% |
$92.2K - $105K
|
3.62K
$859K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
414+ 27.2% |
$89K - $101K
|
1.94K
$460K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
12+ 0.25% |
$2.58K - $2.94K
|
4.73K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.24K+ 12.63% |
$267K - $304K
|
11.1K
$2.63M
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
275+ 2.71% |
$59.1K - $67.3K
|
10.4K
$2.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
48+ 8.08% |
$10.3K - $11.8K
|
642
$152K
|
|
|
Nov 12, 2025
Q3 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-82- 3.96% |
$17.6K - $20.1K
|
1.99K
$473K
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-2.6K- 28.31% |
$558K - $636K
|
6.58K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
641KNew |
$138M - $157M
|
641K
$152M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.56K- 70.82% |
$765K - $872K
|
1.47K
$348K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
38+ 0.12% |
$8.17K - $9.3K
|
30.6K
$7.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.91KNew |
$411K - $468K
|
1.91K
$454K
|
|
|
Nov 12, 2025
Q3 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-23K- 75.5% |
$4.94M - $5.62M
|
7.45K
$1.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
856+ 5.28% |
$184K - $210K
|
17.1K
$4.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13.1K+ 25.97% |
$2.82M - $3.22M
|
63.7K
$15.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-104- 7.51% |
$22.4K - $25.5K
|
1.28K
$304K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
239+ 13.65% |
$51.4K - $58.5K
|
1.99K
$473K
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.88KNew |
$833K - $949K
|
3.88K
$920K
|
|