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
|
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
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
18.2K+ 2605.59% |
$3.91M - $4.45M
|
18.9K
$4.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
156+ 1.96% |
$33.5K - $38.2K
|
8.12K
$1.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
6K+ 22.49% |
$1.29M - $1.47M
|
32.7K
$7.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
487+ 9.33% |
$105K - $119K
|
5.71K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
CALL |
2.5KNew |
$537K - $612K
|
2.5K
$594K
|
|
|
Nov 12, 2025
Q3 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
33+ 1.16% |
$7.09K - $8.08K
|
2.87K
$682K
|
|
|
Nov 12, 2025
Q3 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-82- 3.12% |
$17.6K - $20.1K
|
2.55K
$605K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-23- 0.7% |
$4.94K - $5.63K
|
3.27K
$775K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
599+ 1.77% |
$129K - $147K
|
34.5K
$8.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
144+ 8.29% |
$30.9K - $35.3K
|
1.88K
$446K
|
|
|
Nov 12, 2025
Q3 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-101- 1.16% |
$21.7K - $24.7K
|
8.62K
$2.05M
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-467- 0.54% |
$100K - $114K
|
86.7K
$20.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.1K- 1.52% |
$1.53M - $1.74M
|
460K
$109M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
5.4K+ 21.6% |
$1.16M - $1.32M
|
30.4K
$7.22M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.15KNew |
$246K - $280K
|
1.15K
$272K
|
|
|
Nov 12, 2025
Q3 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-195K- 2.9% |
$42M - $47.9M
|
6.55M
$1.56B
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.64K+ 7.61% |
$352K - $401K
|
23.2K
$5.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-26.5K- 4.36% |
$5.7M - $6.5M
|
583K
$138M
|
|
|
Nov 12, 2025
Q3 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
77.1KNew |
$16.6M - $18.9M
|
77.1K
$18.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
224+ 0.8% |
$48.1K - $54.8K
|
28.3K
$6.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.22K- 81.39% |
$907K - $1.03M
|
965
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
896+ 4.44% |
$193K - $219K
|
21.1K
$5M
|
|
|
Nov 12, 2025
Q3 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1- 0.04% |
$215 - $245
|
2.32K
$551K
|
|
|
Nov 12, 2025
Q3 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
36+ 2.03% |
$7.74K - $8.81K
|
1.81K
$430K
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
838New |
$180K - $205K
|
838
$199K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.24K+ 36.84% |
$481K - $547K
|
8.31K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-382- 9.4% |
$82.1K - $93.5K
|
3.68K
$874K
|
|