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 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
459+ 4.43% |
$109K - $115K
|
10.8K
$2.57M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
183+ 16.99% |
$43.3K - $45.8K
|
1.26K
$299K
|
|
|
Jan 12, 2026
Q4 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.61K- 64.28% |
$380K - $402K
|
892
$212K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-713- 25.1% |
$169K - $178K
|
2.13K
$505K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-16- 4.27% |
$3.79K - $4.01K
|
359
$85.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
50+ 0.66% |
$11.8K - $12.5K
|
7.62K
$1.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
423New |
$100K - $106K
|
423
$100K
|
|
|
Jan 12, 2026
Q4 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-1.42K- 47.34% |
$336K - $355K
|
1.58K
$374K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-183- 8.67% |
$43.3K - $45.8K
|
1.93K
$458K
|
|
|
Jan 09, 2026
Q4 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
27+ 1.81% |
$6.39K - $6.76K
|
1.52K
$361K
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-78- 0.71% |
$18.5K - $19.5K
|
10.9K
$2.59M
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-87- 2.1% |
$20.6K - $21.8K
|
4.06K
$964K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.58K- 2.2% |
$375K - $396K
|
70.4K
$16.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
679+ 12.99% |
$161K - $170K
|
5.91K
$1.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
980+ 453.7% |
$232K - $245K
|
1.2K
$284K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-59.8K- 18.02% |
$14.2M - $15M
|
272K
$64.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-75- 1.74% |
$17.8K - $18.8K
|
4.25K
$1.01M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-232- 1.25% |
$54.9K - $58.1K
|
18.3K
$4.35M
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
29.6K+ 97.66% |
$7M - $7.4M
|
59.9K
$14.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Cultivar Capital, Inc.
Denton, TX |
SELL
|
- |
-55- 1.68% |
$13K - $13.8K
|
3.21K
$763K
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
913New |
$216K - $229K
|
913
$217K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
21+ 1.04% |
$4.97K - $5.26K
|
2.03K
$482K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-207- 0.56% |
$49K - $51.8K
|
36.5K
$8.66M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.41K+ 42.69% |
$333K - $352K
|
4.7K
$1.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-162- 3.85% |
$38.4K - $40.6K
|
4.05K
$961K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
12+ 0.34% |
$2.84K - $3K
|
3.58K
$849K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
53+ 4.94% |
$12.5K - $13.3K
|
1.13K
$267K
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-85- 3.21% |
$20.1K - $21.3K
|
2.57K
$610K
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
102+ 0.61% |
$24.2K - $25.5K
|
16.8K
$3.98M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
667+ 5.45% |
$158K - $167K
|
12.9K
$3.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-3.99K- 10.65% |
$944K - $998K
|
33.5K
$7.95M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
4.7K+ 221.93% |
$1.11M - $1.18M
|
6.81K
$1.62M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3+ 0.09% |
$710 - $751
|
3.52K
$837K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-237- 0.12% |
$56.1K - $59.3K
|
195K
$46.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
CALL |
-3.34K- 10.85% |
$792K - $837K
|
27.5K
$6.53M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.7K+ 62.75% |
$1.11M - $1.18M
|
12.2K
$2.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.09K+ 13.55% |
$258K - $273K
|
9.14K
$2.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
10+ 0.3% |
$2.37K - $2.5K
|
3.34K
$793K
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-121- 1.54% |
$28.7K - $30.3K
|
7.74K
$1.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-33.8K- 78.35% |
$8.01M - $8.47M
|
9.35K
$2.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
38+ 0.26% |
$9K - $9.51K
|
14.6K
$3.46M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.13KNew |
$267K - $283K
|
1.13K
$268K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
SELL
|
- |
-601- 6.98% |
$142K - $150K
|
8.01K
$1.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.04% |
$237 - $250
|
2.64K
$626K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.59K+ 9.83% |
$377K - $399K
|
17.8K
$4.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-35- 2.6% |
$8.29K - $8.76K
|
1.31K
$312K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
18.1K+ 411.32% |
$4.28M - $4.52M
|
22.4K
$5.33M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.5% |
$1.89K - $2K
|
1.58K
$375K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
847New |
$201K - $212K
|
847
$201K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
20+ 1.37% |
$4.74K - $5.01K
|
1.48K
$351K
|
|