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 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
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
BUY
|
- |
1.04KNew |
$224K - $256K
|
1.04K
$248K
|
|
|
Nov 06, 2025
Q3 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
223K+ 29431.23% |
$48M - $54.7M
|
224K
$53.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-216- 8.83% |
$46.4K - $52.9K
|
2.23K
$530K
|
|
|
Nov 06, 2025
Q3 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
236+ 12.39% |
$50.7K - $57.8K
|
2.14K
$508K
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
54+ 1.56% |
$11.6K - $13.2K
|
3.52K
$835K
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-512- 14.38% |
$110K - $125K
|
3.05K
$724K
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
953New |
$205K - $233K
|
953
$226K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.06K- 42.91% |
$872K - $993K
|
5.4K
$1.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.06K- 37.62% |
$442K - $504K
|
3.41K
$810K
|
|
|
Nov 06, 2025
Q3 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-148- 4.31% |
$31.8K - $36.2K
|
3.28K
$779K
|
|
|
Nov 06, 2025
Q3 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.41K+ 1.86% |
$303K - $345K
|
77.5K
$18.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
25.2K+ 1612.95% |
$5.41M - $6.16M
|
26.7K
$6.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
82+ 0.89% |
$17.6K - $20.1K
|
9.27K
$2.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
41.4KNew |
$8.9M - $10.1M
|
41.4K
$9.83M
|
|
|
Nov 06, 2025
Q3 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1+ 0.03% |
$215 - $245
|
3.86K
$917K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-47- 1.65% |
$10.1K - $11.5K
|
2.8K
$665K
|
|
|
Nov 06, 2025
Q3 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
4+ 0.3% |
$860 - $979
|
1.34K
$318K
|
|
|
Nov 06, 2025
Q3 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
842New |
$181K - $206K
|
842
$200K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-215- 3.6% |
$46.2K - $52.6K
|
5.75K
$1.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
SELL
|
- |
-1.33K- 15.1% |
$286K - $325K
|
7.47K
$1.77M
|
|
|
Nov 06, 2025
Q3 2025
|
St. Louis Trust CO
|
SELL
|
- |
-5.58K- 16.26% |
$1.2M - $1.37M
|
28.8K
$6.83M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
106+ 3.09% |
$22.8K - $26K
|
3.53K
$839K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
61.2K+ 11.22% |
$13.1M - $15M
|
606K
$144M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
81.7K+ 756.48% |
$17.6M - $20M
|
92.5K
$22M
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-287- 5.17% |
$61.7K - $70.3K
|
5.26K
$1.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
676+ 0.33% |
$145K - $166K
|
203K
$48.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-179- 1.3% |
$38.5K - $43.8K
|
13.6K
$3.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.14KNew |
$245K - $280K
|
1.14K
$271K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.55KNew |
$332K - $379K
|
1.55K
$367K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
75+ 22.12% |
$16.1K - $18.4K
|
414
$98.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Warner Group LLC
Madison, CT |
BUY
|
- |
1.29KNew |
$276K - $315K
|
1.29K
$305K
|
|
|
Nov 05, 2025
Q3 2025
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
3.83KNew |
$823K - $938K
|
3.83K
$910K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
92.6K+ 44.67% |
$19.9M - $22.7M
|
300K
$71.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
3+ 1.44% |
$645 - $735
|
211
$50.1K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
3.43K+ 105.7% |
$737K - $840K
|
6.68K
$1.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-142- 4.31% |
$30.5K - $34.8K
|
3.15K
$749K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.05K+ 376.02% |
$1.09M - $1.24M
|
6.39K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.73KNew |
$372K - $424K
|
1.73K
$411K
|
|
|
Nov 05, 2025
Q3 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.06K+ 40.05% |
$442K - $503K
|
7.19K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
911New |
$196K - $223K
|
911
$216K
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-215- 0.91% |
$46.2K - $52.6K
|
23.3K
$5.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
119+ 0.77% |
$25.6K - $29.1K
|
15.6K
$3.7M
|
|