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 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
299+ 0.37% |
$64.3K - $73.2K
|
80.2K
$19M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
168+ 13.47% |
$36.1K - $41.1K
|
1.42K
$336K
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
50+ 3.74% |
$10.7K - $12.2K
|
1.39K
$330K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
8+ 0.27% |
$1.72K - $1.96K
|
3K
$712K
|
|
|
Oct 30, 2025
Q3 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
BUY
|
- |
40.4KNew |
$8.69M - $9.9M
|
40.4K
$9.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-1.75K- 15.72% |
$376K - $428K
|
9.38K
$2.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-195- 0.68% |
$41.9K - $47.7K
|
28.4K
$6.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
42.6K+ 78.22% |
$9.15M - $10.4M
|
97K
$23M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-22- 1.27% |
$4.73K - $5.39K
|
1.71K
$406K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
112+ 4.65% |
$24.1K - $27.4K
|
2.52K
$598K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
37+ 0.66% |
$7.95K - $9.06K
|
5.67K
$1.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.79KNew |
$384K - $437K
|
1.79K
$424K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-322- 16.98% |
$69.2K - $78.8K
|
1.57K
$374K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.85K- 1.66% |
$398K - $454K
|
110K
$26.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
56+ 0.31% |
$12K - $13.7K
|
18K
$4.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-849- 4.53% |
$182K - $208K
|
17.9K
$4.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-289- 3.4% |
$62.1K - $70.8K
|
8.2K
$1.95M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-24- 0.43% |
$5.16K - $5.88K
|
5.56K
$1.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-122- 9.07% |
$26.2K - $29.9K
|
1.22K
$290K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-54- 1.56% |
$11.6K - $13.2K
|
3.4K
$808K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
224+ 0.44% |
$48.1K - $54.8K
|
50.7K
$12M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
25+ 1.65% |
$5.37K - $6.12K
|
1.54K
$365K
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
65+ 4.05% |
$14K - $15.9K
|
1.67K
$397K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-5- 0.33% |
$1.07K - $1.22K
|
1.52K
$360K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
268+ 5.84% |
$57.6K - $65.6K
|
4.86K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-7.72K- 20.68% |
$1.66M - $1.89M
|
29.6K
$7.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7+ 1.25% |
$1.5K - $1.71K
|
565
$134K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-548- 12.28% |
$118K - $134K
|
3.92K
$930K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
6.83KNew |
$1.47M - $1.67M
|
6.83K
$1.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
4+ 0.09% |
$860 - $979
|
4.64K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
11.8K+ 162.48% |
$2.53M - $2.88M
|
19K
$4.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-136- 1.25% |
$29.2K - $33.3K
|
10.7K
$2.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.3K+ 18.8% |
$2.22M - $2.53M
|
65.3K
$15.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
2.14K+ 64.78% |
$461K - $525K
|
5.45K
$1.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.54K+ 7.3% |
$331K - $377K
|
22.6K
$5.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.19KNew |
$256K - $292K
|
1.19K
$283K
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
4.11KNew |
$883K - $1.01M
|
4.11K
$976K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
258+ 9.45% |
$55.4K - $63.2K
|
2.99K
$709K
|
|
|
Oct 29, 2025
Q3 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
5.54K+ 24.21% |
$1.19M - $1.36M
|
28.4K
$6.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-6- 0.94% |
$1.29K - $1.47K
|
630
$150K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-5- 0.71% |
$1.07K - $1.22K
|
695
$165K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.11K+ 56.62% |
$239K - $272K
|
3.08K
$730K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-414- 19.09% |
$89K - $101K
|
1.76K
$417K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
115+ 3.7% |
$24.7K - $28.2K
|
3.22K
$765K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.39K+ 74.68% |
$1.16M - $1.32M
|
12.6K
$3M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.31KNew |
$496K - $566K
|
2.31K
$549K
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-66- 5.17% |
$14.2K - $16.2K
|
1.21K
$287K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-73- 2.14% |
$15.7K - $17.9K
|
3.35K
$794K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-25- 0.51% |
$5.37K - $6.12K
|
4.83K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.69K- 69.39% |
$577K - $658K
|
1.19K
$281K
|
|