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 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
160K+ 13.29% |
$34.4M - $39.2M
|
1.36M
$324M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.28% |
$215 - $245
|
361
$85.7K
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-356- 3.1% |
$76.5K - $87.2K
|
11.1K
$2.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-6- 0.18% |
$1.29K - $1.47K
|
3.33K
$791K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
954New |
$205K - $234K
|
954
$227K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
545+ 0.53% |
$117K - $133K
|
104K
$24.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-159- 0.6% |
$34.2K - $38.9K
|
26.4K
$6.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
27.9KNew |
$6M - $6.84M
|
27.9K
$6.63M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
20KNew |
$4.3M - $4.9M
|
20K
$4.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.27K- 3.88% |
$272K - $310K
|
31.3K
$7.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
155+ 5.18% |
$33.3K - $38K
|
3.15K
$748K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-270- 21.21% |
$58K - $66.1K
|
1K
$238K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
46.3K+ 546.84% |
$9.96M - $11.3M
|
54.8K
$13M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.77K- 21.87% |
$1.24M - $1.41M
|
20.6K
$4.89M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-8- 0.58% |
$1.72K - $1.96K
|
1.37K
$326K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
34+ 0.28% |
$7.31K - $8.32K
|
12.1K
$2.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-105- 2.4% |
$22.6K - $25.7K
|
4.26K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-20- 1.1% |
$4.3K - $4.9K
|
1.8K
$428K
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
195+ 118.18% |
$41.9K - $47.7K
|
360
$85.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
SELL
|
- |
-425- 7.22% |
$91.3K - $104K
|
5.46K
$1.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.96K- 42.47% |
$421K - $480K
|
2.65K
$630K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-903- 1.48% |
$194K - $221K
|
60K
$14.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-57- 3.36% |
$12.3K - $14K
|
1.64K
$390K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-207- 7.04% |
$44.5K - $50.7K
|
2.74K
$650K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-2.56K- 6.92% |
$550K - $627K
|
34.4K
$8.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
SELL
|
- |
-598- 21.27% |
$129K - $146K
|
2.21K
$526K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.43K+ 26.26% |
$522K - $595K
|
11.7K
$2.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-125- 7.79% |
$26.9K - $30.6K
|
1.48K
$351K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-718- 3.4% |
$154K - $176K
|
20.4K
$4.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-448- 3.02% |
$96.3K - $110K
|
14.4K
$3.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
29+ 4.51% |
$6.23K - $7.1K
|
672
$160K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
31+ 0.34% |
$6.66K - $7.59K
|
9.23K
$2.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.41K+ 58.58% |
$2.02M - $2.3M
|
25.5K
$6.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
941+ 0.68% |
$202K - $230K
|
139K
$33.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13- 0.48% |
$2.79K - $3.18K
|
2.68K
$636K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
90New |
$19.3K - $22K
|
90
$21.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
BUY
|
- |
375+ 18.9% |
$80.6K - $91.8K
|
2.36K
$560K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-427- 12.12% |
$91.8K - $105K
|
3.1K
$735K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.95K+ 3.72% |
$420K - $478K
|
54.4K
$12.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.39K+ 0.99% |
$298K - $340K
|
142K
$33.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
201+ 1.63% |
$43.2K - $49.2K
|
12.5K
$2.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
90+ 78.95% |
$19.3K - $22K
|
204
$48.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.2K- 7.08% |
$258K - $294K
|
15.7K
$3.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
878+ 55.53% |
$189K - $215K
|
2.46K
$584K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.72K- 31.45% |
$369K - $421K
|
3.75K
$890K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-201- 0.7% |
$43.2K - $49.2K
|
28.6K
$6.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
5+ 0.02% |
$1.07K - $1.22K
|
27.8K
$6.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-313- 0.77% |
$67.3K - $76.6K
|
40.3K
$9.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-111- 0.47% |
$23.9K - $27.2K
|
23.5K
$5.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-14- 0.15% |
$3.01K - $3.43K
|
9.17K
$2.18M
|
|