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 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.29KNew |
$1.14M - $1.29M
|
5.29K
$1.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-610- 21.01% |
$131K - $149K
|
2.29K
$545K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.05K+ 254.27% |
$871K - $992K
|
5.65K
$1.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-658- 19.12% |
$141K - $161K
|
2.78K
$661K
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
SELL
|
- |
-281- 5.23% |
$60.4K - $68.8K
|
5.09K
$1.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.53K+ 5.16% |
$329K - $375K
|
31.3K
$7.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-286- 2.89% |
$61.5K - $70K
|
9.61K
$2.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-10.1K- 1.21% |
$2.17M - $2.47M
|
828K
$197M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-58- 1.98% |
$12.5K - $14.2K
|
2.88K
$683K
|
|
|
Nov 07, 2025
Q3 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-57.2K- 29.36% |
$12.3M - $14M
|
138K
$32.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
10+ 0.79% |
$2.15K - $2.45K
|
1.27K
$301K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$215 - $245
|
1
$237
|
|
|
Nov 07, 2025
Q3 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
45+ 4.09% |
$9.67K - $11K
|
1.14K
$272K
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
33.8K+ 322.12% |
$7.26M - $8.28M
|
44.3K
$10.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
SELL
|
- |
-1.13K- 99.73% |
$243K - $276K
|
3
$712
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.48K+ 14.51% |
$1.39M - $1.59M
|
51.1K
$12.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
206+ 4.79% |
$44.3K - $50.4K
|
4.51K
$1.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
15.9K+ 7.21% |
$3.41M - $3.88M
|
236K
$56M
|
|
|
Nov 06, 2025
Q3 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
3.71K+ 18.63% |
$797K - $908K
|
23.6K
$5.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-6- 1.17% |
$1.29K - $1.47K
|
507
$120K
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
905New |
$195K - $222K
|
905
$215K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
242+ 0.6% |
$52K - $59.3K
|
40.9K
$9.72M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.23K- 4.13% |
$694K - $790K
|
74.9K
$17.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-343- 41.93% |
$73.7K - $84K
|
475
$113K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.74K- 6.91% |
$589K - $671K
|
36.9K
$8.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-112- 6.04% |
$24.1K - $27.4K
|
1.74K
$414K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
31.4K+ 820.86% |
$6.74M - $7.68M
|
35.2K
$8.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-165- 3.89% |
$35.5K - $40.4K
|
4.08K
$969K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-7.76K- 19.05% |
$1.67M - $1.9M
|
33K
$7.83M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-90- 4.23% |
$19.3K - $22K
|
2.04K
$484K
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-71- 34.3% |
$15.3K - $17.4K
|
136
$32.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.93K+ 0.36% |
$1.06M - $1.21M
|
1.37M
$325M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.94K+ 19.87% |
$1.28M - $1.45M
|
35.8K
$8.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-307- 0.48% |
$66K - $75.2K
|
64.3K
$15.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-286- 0.27% |
$61.5K - $70K
|
108K
$25.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1+ 0.03% |
$215 - $245
|
3.34K
$794K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-26.7K- 94.09% |
$5.73M - $6.53M
|
1.68K
$398K
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
4.48K+ 369.53% |
$962K - $1.1M
|
5.69K
$1.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-18- 1.85% |
$3.87K - $4.41K
|
953
$226K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.67K- 20.55% |
$573K - $653K
|
10.3K
$2.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.12K+ 308.81% |
$670K - $764K
|
4.13K
$981K
|
|
|
Nov 06, 2025
Q3 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-85- 0.9% |
$18.3K - $20.8K
|
9.36K
$2.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
115+ 3.46% |
$24.7K - $28.2K
|
3.44K
$817K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.22K+ 41.12% |
$477K - $543K
|
7.61K
$1.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
SELL
|
- |
-76- 4.32% |
$16.3K - $18.6K
|
1.68K
$400K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
429+ 11.42% |
$92.2K - $105K
|
4.19K
$994K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
28.3K+ 319.57% |
$6.08M - $6.93M
|
37.1K
$8.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
30+ 31.91% |
$6.45K - $7.35K
|
124
$29.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.35K+ 10.91% |
$291K - $331K
|
13.8K
$3.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
1.32M+ 926.9% |
$283M - $322M
|
1.46M
$346M
|
|