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 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.85K- 9.01% |
$613K - $698K
|
28.8K
$6.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-50- 1.74% |
$10.7K - $12.2K
|
2.82K
$669K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-40- 0.64% |
$8.6K - $9.79K
|
6.17K
$1.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.87K+ 7.59% |
$402K - $458K
|
26.5K
$6.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
PUT |
900New |
$193K - $220K
|
900
$214K
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
5.57KNew |
$1.2M - $1.36M
|
5.57K
$1.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
4+ 0.04% |
$860 - $979
|
10.5K
$2.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-95- 4.25% |
$20.4K - $23.3K
|
2.14K
$508K
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
SELL
|
- |
-150- 9.38% |
$32.2K - $36.7K
|
1.45K
$344K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-209- 9.31% |
$44.9K - $51.2K
|
2.04K
$484K
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-111- 2.14% |
$23.9K - $27.2K
|
5.08K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
150+ 17.58% |
$32.2K - $36.7K
|
1K
$238K
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-284- 9.51% |
$61K - $69.5K
|
2.7K
$641K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-275- 2.69% |
$59.1K - $67.3K
|
9.95K
$2.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-12- 0.17% |
$2.58K - $2.94K
|
7.11K
$1.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.45K- 4.89% |
$526K - $599K
|
47.6K
$11.3M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-488- 35.83% |
$105K - $119K
|
874
$208K
|
|
|
Nov 05, 2025
Q3 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
5.71K+ 2.68% |
$1.23M - $1.4M
|
219K
$51.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
337+ 24.21% |
$72.4K - $82.5K
|
1.73K
$411K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-1.11K- 12.88% |
$238K - $271K
|
7.49K
$1.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-738- 14.71% |
$159K - $181K
|
4.28K
$1.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-162- 13.36% |
$34.8K - $39.7K
|
1.05K
$250K
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
229+ 65.8% |
$49.2K - $56.1K
|
577
$137K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-70- 48.61% |
$15K - $17.1K
|
74
$17.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
80+ 3.95% |
$17.2K - $19.6K
|
2.1K
$499K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-157- 1.36% |
$33.7K - $38.4K
|
11.4K
$2.7M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-97- 5.59% |
$20.8K - $23.7K
|
1.64K
$389K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.22KNew |
$1.12M - $1.28M
|
5.22K
$1.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-274- 6.42% |
$58.9K - $67.1K
|
3.99K
$948K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-583- 6.4% |
$125K - $143K
|
8.53K
$2.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.44K- 20.15% |
$308K - $351K
|
5.69K
$1.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.4K- 34.25% |
$2.66M - $3.03M
|
23.8K
$5.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.23K- 2.66% |
$480K - $547K
|
81.6K
$19.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-67- 1.89% |
$14.4K - $16.4K
|
3.47K
$824K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
384+ 35.82% |
$82.5K - $94K
|
1.46K
$346K
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
37+ 2.25% |
$7.95K - $9.06K
|
1.68K
$398K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
894+ 39.21% |
$192K - $219K
|
3.17K
$754K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
848+ 31.06% |
$182K - $208K
|
3.58K
$850K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-414- 2.37% |
$89K - $101K
|
17.1K
$4.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
49.7K+ 2286.01% |
$10.7M - $12.2M
|
51.8K
$12.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
12.3K+ 267.57% |
$2.65M - $3.01M
|
16.9K
$4.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-14.4K- 1.77% |
$3.1M - $3.53M
|
799K
$190M
|
|
|
Nov 04, 2025
Q3 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-11.7K- 43.96% |
$2.52M - $2.87M
|
14.9K
$3.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-921- 16.55% |
$198K - $225K
|
4.65K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.52K- 24.13% |
$326K - $371K
|
4.77K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 14.63% |
$249K - $284K
|
9.09K
$2.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-118- 26.7% |
$25.4K - $28.9K
|
324
$76.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-22- 0.11% |
$4.73K - $5.39K
|
20.2K
$4.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23K+ 60.26% |
$4.94M - $5.63M
|
61.2K
$14.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-34- 6.68% |
$7.31K - $8.32K
|
475
$113K
|
|