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 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-6- 2.79% |
$1.29K - $1.47K
|
209
$49.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-25- 0.63% |
$5.37K - $6.12K
|
3.94K
$935K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
25New |
$5.37K - $6.12K
|
25
$5.94K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
141+ 1.02% |
$30.3K - $34.5K
|
13.9K
$3.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-829- 6.95% |
$178K - $203K
|
11.1K
$2.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.34K+ 7.11% |
$504K - $574K
|
35.3K
$8.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-668- 6.19% |
$144K - $164K
|
10.1K
$2.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-110- 3.17% |
$23.6K - $26.9K
|
3.36K
$797K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
81+ 1.53% |
$17.4K - $19.8K
|
5.36K
$1.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.44K- 81.95% |
$309K - $352K
|
317
$75.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$215 - $245
|
1.35K
$322K
|
|
|
Oct 28, 2025
Q3 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
90+ 1.53% |
$19.3K - $22K
|
5.98K
$1.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-841- 21.47% |
$181K - $206K
|
3.08K
$731K
|
|
|
Oct 28, 2025
Q3 2025
|
Washington Capital Management Inc
|
BUY
|
- |
2K+ 40.49% |
$430K - $490K
|
6.94K
$1.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
2.18K+ 1.55% |
$467K - $533K
|
142K
$33.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
SELL
|
- |
-50- 4.71% |
$10.7K - $12.2K
|
1.01K
$240K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-17- 7.39% |
$3.65K - $4.16K
|
213
$50.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
428+ 80.75% |
$92K - $105K
|
958
$228K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
207+ 8.12% |
$44.5K - $50.7K
|
2.76K
$654K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-301- 10.07% |
$64.7K - $73.7K
|
2.69K
$638K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-780- 8.85% |
$168K - $191K
|
8.03K
$1.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-166- 2.45% |
$35.7K - $40.6K
|
6.6K
$1.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-30- 21.74% |
$6.45K - $7.35K
|
108
$25.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.47KNew |
$531K - $605K
|
2.47K
$587K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-22- 1.76% |
$4.73K - $5.39K
|
1.23K
$292K
|
|
|
Oct 28, 2025
Q3 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
640+ 87.31% |
$138K - $157K
|
1.37K
$326K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
10+ 0.89% |
$2.15K - $2.45K
|
1.13K
$269K
|
|
|
Oct 28, 2025
Q3 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
196+ 0.28% |
$42.1K - $48K
|
69.7K
$16.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-925- 30.01% |
$199K - $226K
|
2.16K
$512K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-22.8K- 27.8% |
$4.91M - $5.59M
|
59.3K
$14.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-653- 1.88% |
$140K - $160K
|
34K
$8.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-29- 0.47% |
$6.23K - $7.1K
|
6.14K
$1.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
85+ 3.58% |
$18.3K - $20.8K
|
2.46K
$584K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.04K- 16.66% |
$438K - $499K
|
10.2K
$2.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
916New |
$197K - $224K
|
916
$218K
|
|
|
Oct 28, 2025
Q3 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
368+ 1.83% |
$79.1K - $90.1K
|
20.4K
$4.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.55K+ 2.92% |
$332K - $378K
|
54.4K
$12.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-54- 0.05% |
$11.6K - $13.2K
|
113K
$26.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.14K+ 3.28% |
$246K - $280K
|
36K
$8.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
356+ 12.33% |
$76.5K - $87.2K
|
3.24K
$770K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.35K- 2.16% |
$291K - $331K
|
61.4K
$14.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4+ 0.12% |
$860 - $979
|
3.4K
$807K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-125- 5.12% |
$26.9K - $30.6K
|
2.32K
$550K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
410+ 25.53% |
$88.1K - $100K
|
2.02K
$479K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
46.9KNew |
$10.1M - $11.5M
|
46.9K
$11.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$1.29K - $1.47K
|
5.29K
$1.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
14.6K+ 1947.6% |
$3.14M - $3.58M
|
15.4K
$3.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
214+ 1.41% |
$46K - $52.4K
|
15.4K
$3.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.27KNew |
$272K - $310K
|
1.27K
$300K
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-26- 1.56% |
$5.59K - $6.37K
|
1.64K
$390K
|
|