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 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-285- 4.03% |
$61.3K - $69.8K
|
6.79K
$1.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-385- 19.89% |
$82.7K - $94.3K
|
1.55K
$368K
|
|
|
Oct 28, 2025
Q3 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
13KNew |
$2.8M - $3.19M
|
13K
$3.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-25- 2.12% |
$5.37K - $6.12K
|
1.15K
$274K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.4K- 2.35% |
$516K - $588K
|
99.9K
$23.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.5K+ 15.27% |
$8.28M - $9.43M
|
291K
$69.1M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
43+ 0.2% |
$9.24K - $10.5K
|
21.4K
$5.09M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.16% |
$1.07K - $1.22K
|
3.16K
$751K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-1.33K- 2.38% |
$286K - $326K
|
54.6K
$13M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
35+ 2.93% |
$7.52K - $8.57K
|
1.23K
$292K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-93.8K- 50.85% |
$20.2M - $23M
|
90.6K
$21.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
SELL
|
PUT |
-1.63M- 23.32% |
$351M - $400M
|
5.36M
$1.27B
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
30+ 1.47% |
$6.45K - $7.35K
|
2.08K
$493K
|
|
|
Oct 27, 2025
Q3 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
5K+ 18.52% |
$1.07M - $1.22M
|
32K
$7.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
80+ 4.45% |
$17.2K - $19.6K
|
1.88K
$446K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-426- 30.15% |
$91.6K - $104K
|
987
$234K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
821+ 1.87% |
$176K - $201K
|
44.7K
$10.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-30.8K- 99.59% |
$6.61M - $7.53M
|
126
$29.9K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-60- 13.19% |
$12.9K - $14.7K
|
395
$93.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
22.8KNew |
$4.89M - $5.57M
|
22.8K
$5.4M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-66- 1.72% |
$14.2K - $16.2K
|
3.78K
$898K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-23- 0.89% |
$4.94K - $5.63K
|
2.55K
$606K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-157- 0.83% |
$33.7K - $38.4K
|
18.7K
$4.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18.8K+ 45.76% |
$4.05M - $4.61M
|
60K
$14.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-79- 1.01% |
$17K - $19.3K
|
7.72K
$1.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.13K- 1.85% |
$243K - $277K
|
60K
$14.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
400+ 33.33% |
$86K - $97.9K
|
1.6K
$380K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
853+ 16.3% |
$183K - $209K
|
6.09K
$1.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-59- 0.18% |
$12.7K - $14.4K
|
32K
$7.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
5.76KNew |
$1.24M - $1.41M
|
5.76K
$1.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-946- 6.39% |
$203K - $232K
|
13.9K
$3.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
12.3KNew |
$2.65M - $3.02M
|
12.3K
$2.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
56+ 1.13% |
$12K - $13.7K
|
4.99K
$1.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10.6K- 51.51% |
$2.27M - $2.59M
|
9.96K
$2.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-199- 8.12% |
$42.8K - $48.7K
|
2.25K
$535K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.71K+ 18.43% |
$368K - $419K
|
11K
$2.61M
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-100- 8.31% |
$21.5K - $24.5K
|
1.1K
$262K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
59+ 5.45% |
$12.7K - $14.4K
|
1.14K
$271K
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
838New |
$180K - $205K
|
838
$199K
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-215- 3.8% |
$46.2K - $52.6K
|
5.44K
$1.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.1KNew |
$236K - $268K
|
1.1K
$260K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
68+ 0.34% |
$14.6K - $16.6K
|
20.3K
$4.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
462+ 1.21% |
$99.3K - $113K
|
38.7K
$9.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
7.06KNew |
$1.52M - $1.73M
|
7.06K
$1.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-209- 22.12% |
$44.9K - $51.2K
|
736
$175K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
943+ 0.96% |
$203K - $231K
|
98.9K
$23.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
2.06K+ 46.22% |
$444K - $505K
|
6.53K
$1.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-153- 8.2% |
$32.9K - $37.5K
|
1.71K
$407K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
79+ 2.04% |
$17K - $19.3K
|
3.96K
$939K
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-9.42K- 18.48% |
$2.02M - $2.31M
|
41.5K
$9.86M
|
|