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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 31, 2025
Q3 2025
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
1.9KNew |
$408K - $465K
|
1.9K
$451K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
227+ 18.58% |
$48.8K - $55.6K
|
1.45K
$344K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-22- 0.52% |
$4.73K - $5.39K
|
4.21K
$999K
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
945New |
$203K - $231K
|
945
$224K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
772+ 2662.07% |
$166K - $189K
|
801
$190K
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1.67K+ 13.39% |
$359K - $409K
|
14.1K
$3.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.15K+ 19.51% |
$677K - $771K
|
19.3K
$4.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
747+ 73.02% |
$161K - $183K
|
1.77K
$420K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-139- 2.17% |
$29.9K - $34K
|
6.28K
$1.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-234- 10.53% |
$50.3K - $57.3K
|
1.99K
$472K
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-32- 0.55% |
$6.88K - $7.83K
|
5.74K
$1.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.26K- 9.86% |
$700K - $797K
|
29.8K
$7.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-403- 8.89% |
$86.6K - $98.7K
|
4.13K
$981K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.62K+ 4.35% |
$1.64M - $1.87M
|
183K
$43.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-58- 2.95% |
$12.5K - $14.2K
|
1.91K
$453K
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
786+ 5.46% |
$169K - $192K
|
15.2K
$3.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-562- 7.56% |
$121K - $138K
|
6.87K
$1.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-547- 10.65% |
$118K - $134K
|
4.59K
$1.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-2- 0.03% |
$430 - $490
|
7.1K
$1.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
288+ 0.45% |
$61.9K - $70.5K
|
63.6K
$15.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-920- 7.06% |
$198K - $225K
|
12.1K
$2.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.11% |
$215 - $245
|
936
$222K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.61K+ 50.05% |
$1.21M - $1.37M
|
16.8K
$3.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-85- 4.72% |
$18.3K - $20.8K
|
1.72K
$407K
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-622- 11.02% |
$134K - $152K
|
5.02K
$1.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
430+ 28.53% |
$92.4K - $105K
|
1.94K
$460K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
58+ 0.32% |
$12.5K - $14.2K
|
18.1K
$4.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
17+ 0.95% |
$3.65K - $4.16K
|
1.8K
$428K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
828New |
$178K - $203K
|
828
$197K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
1.59K+ 24.3% |
$341K - $388K
|
8.11K
$1.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
CALL |
200New |
$43K - $49K
|
200
$47.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-901- 0.92% |
$194K - $221K
|
96.9K
$23M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
75.1K+ 32.86% |
$16.1M - $18.4M
|
303K
$72.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-7.4K- 38.3% |
$1.59M - $1.81M
|
11.9K
$2.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 50.0% |
$430 - $490
|
2
$475
|
|
|
Oct 30, 2025
Q3 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-145K- 8.76% |
$31.1M - $35.4M
|
1.51M
$358M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
174+ 1.07% |
$37.4K - $42.6K
|
16.4K
$3.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Strategic Investment Management, LLC
|
SELL
|
- |
-11K- 76.3% |
$2.36M - $2.69M
|
3.41K
$810K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-40- 0.79% |
$8.6K - $9.79K
|
5K
$1.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-832- 2.18% |
$179K - $204K
|
37.3K
$8.86M
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
93+ 2.2% |
$20K - $22.8K
|
4.33K
$1.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
4.11K+ 126.08% |
$884K - $1.01M
|
7.38K
$1.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-559- 12.58% |
$120K - $137K
|
3.89K
$923K
|
|
|
Oct 30, 2025
Q3 2025
|
Proem Advisors LLC
|
BUY
|
- |
100KNew |
$21.5M - $24.5M
|
100K
$23.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Proem Advisors LLC
|
BUY
|
CALL |
50KNew |
$10.7M - $12.2M
|
50K
$11.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
67+ 2.03% |
$14.4K - $16.4K
|
3.37K
$801K
|
|
|
Oct 30, 2025
Q3 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
791+ 1.37% |
$170K - $194K
|
58.4K
$13.9M
|
|