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
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-408- 5.94% |
$87.7K - $99.9K
|
6.46K
$1.53M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-4- 0.55% |
$860 - $979
|
727
$173K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.02K- 54.26% |
$433K - $494K
|
1.7K
$404K
|
|
|
Nov 03, 2025
Q3 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-240- 4.8% |
$51.6K - $58.8K
|
4.76K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-985- 50.41% |
$212K - $241K
|
969
$230K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2+ 0.16% |
$430 - $490
|
1.26K
$299K
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-905- 14.61% |
$195K - $222K
|
5.29K
$1.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-247- 11.61% |
$53.1K - $60.5K
|
1.88K
$447K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7+ 0.26% |
$1.5K - $1.71K
|
2.71K
$643K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
68New |
$14.6K - $16.6K
|
68
$16.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-43- 2.37% |
$9.24K - $10.5K
|
1.77K
$420K
|
|
|
Oct 31, 2025
Q3 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
80+ 5.1% |
$17.2K - $19.6K
|
1.65K
$392K
|
|
|
Oct 31, 2025
Q3 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-70- 5.34% |
$15K - $17.1K
|
1.24K
$295K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-11.6K- 10.74% |
$2.48M - $2.83M
|
96.1K
$22.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-1.93K- 32.57% |
$415K - $473K
|
4K
$950K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.5K- 4.3% |
$1.61M - $1.84M
|
167K
$39.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.6% |
$215 - $245
|
167
$39.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-258- 2.48% |
$55.4K - $63.2K
|
10.1K
$2.41M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-13- 0.13% |
$2.79K - $3.18K
|
9.65K
$2.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
7.66K+ 28.8% |
$1.65M - $1.88M
|
34.3K
$8.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-337- 0.46% |
$72.4K - $82.5K
|
72.4K
$17.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
30+ 2.27% |
$6.45K - $7.35K
|
1.35K
$321K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.18K+ 76.0% |
$254K - $289K
|
2.74K
$650K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-100- 8.71% |
$21.5K - $24.5K
|
1.05K
$249K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.07% |
$215 - $245
|
1.4K
$332K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 0.57% |
$645 - $735
|
528
$125K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-142- 12.64% |
$30.5K - $34.8K
|
981
$233K
|
|
|
Oct 31, 2025
Q3 2025
|
Ping Capital Management, Inc.
New York, NY |
SELL
|
- |
-3K- 40.0% |
$645K - $735K
|
4.5K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2+ 0.09% |
$430 - $490
|
2.31K
$549K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-757- 4.61% |
$163K - $185K
|
15.7K
$3.72M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6- 0.07% |
$1.29K - $1.47K
|
8.33K
$1.98M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.44K+ 4.64% |
$310K - $354K
|
32.5K
$7.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
1.34K+ 0.52% |
$289K - $329K
|
259K
$61.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.14K+ 0.84% |
$245K - $279K
|
137K
$32.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
529+ 1.91% |
$114K - $130K
|
28.3K
$6.71M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-281- 4.28% |
$60.4K - $68.8K
|
6.28K
$1.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
4+ 0.14% |
$860 - $979
|
2.9K
$688K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
207+ 235.23% |
$44.5K - $50.7K
|
295
$70.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-2.52K- 29.07% |
$541K - $617K
|
6.15K
$1.46M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
445+ 1.28% |
$95.6K - $109K
|
35.1K
$8.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.25K- 55.76% |
$268K - $306K
|
990
$235K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-187- 1.27% |
$40.2K - $45.8K
|
14.6K
$3.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11+ 0.16% |
$2.36K - $2.69K
|
7.06K
$1.68M
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
1.2KNew |
$258K - $294K
|
1.2K
$285K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-145- 1.14% |
$31.2K - $35.5K
|
12.5K
$2.97M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
193+ 15.45% |
$41.5K - $47.3K
|
1.44K
$342K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
170+ 8.63% |
$36.5K - $41.6K
|
2.14K
$508K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
106+ 3.53% |
$22.8K - $26K
|
3.11K
$738K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.84KNew |
$395K - $450K
|
1.84K
$436K
|
|
|
Oct 31, 2025
Q3 2025
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
136+ 0.28% |
$29.2K - $33.3K
|
49.5K
$11.8M
|
|