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 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
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
22+ 1.38% |
$4.73K - $5.39K
|
1.62K
$385K
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-200- 19.32% |
$43K - $49K
|
835
$198K
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
83+ 7.16% |
$17.8K - $20.3K
|
1.24K
$295K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
10.5KNew |
$2.26M - $2.57M
|
10.5K
$2.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
851New |
$183K - $208K
|
851
$202K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-248- 3.57% |
$53.3K - $60.7K
|
6.7K
$1.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-169- 5.35% |
$36.3K - $41.4K
|
2.99K
$711K
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-399- 22.37% |
$85.8K - $97.7K
|
1.39K
$329K
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
865New |
$186K - $212K
|
865
$205K
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
SELL
|
- |
-35- 1.71% |
$7.52K - $8.57K
|
2.02K
$479K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
67+ 2.14% |
$14.4K - $16.4K
|
3.2K
$759K
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-134- 1.07% |
$28.8K - $32.8K
|
12.4K
$2.94M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-13- 1.42% |
$2.79K - $3.18K
|
900
$214K
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-22- 1.71% |
$4.73K - $5.39K
|
1.27K
$301K
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
339+ 0.65% |
$72.9K - $83K
|
52.3K
$12.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
9.37K+ 222.41% |
$2.01M - $2.29M
|
13.6K
$3.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
9+ 0.06% |
$1.93K - $2.2K
|
14.1K
$3.36M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-900- 7.07% |
$193K - $220K
|
11.8K
$2.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2- 0.09% |
$430 - $490
|
2.16K
$514K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5+ 0.14% |
$1.07K - $1.22K
|
3.7K
$879K
|
|
|
Oct 24, 2025
Q3 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-62.6K- 8.91% |
$13.5M - $15.3M
|
640K
$152M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
72+ 313.04% |
$15.5K - $17.6K
|
95
$22.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.85K+ 1233.33% |
$398K - $453K
|
2K
$475K
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
8.68KNew |
$1.86M - $2.12M
|
8.68K
$2.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-379- 10.45% |
$81.5K - $92.8K
|
3.25K
$772K
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.25K+ 11.06% |
$269K - $306K
|
12.6K
$2.98M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-216- 4.69% |
$46.4K - $52.9K
|
4.39K
$1.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
56+ 0.14% |
$12K - $13.7K
|
38.8K
$9.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1+ 0.04% |
$215 - $245
|
2.58K
$614K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
16.1K+ 151.13% |
$3.47M - $3.95M
|
26.8K
$6.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
63+ 5.52% |
$13.5K - $15.4K
|
1.21K
$286K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-116- 2.78% |
$24.9K - $28.4K
|
4.06K
$964K
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-8- 0.68% |
$1.72K - $1.96K
|
1.17K
$277K
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
SELL
|
PUT |
-300- 6.67% |
$64.5K - $73.5K
|
4.2K
$997K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
30+ 2.56% |
$6.45K - $7.35K
|
1.2K
$285K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.24K- 15.3% |
$267K - $304K
|
6.88K
$1.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-216- 0.46% |
$46.4K - $52.9K
|
46.2K
$11M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-196- 8.86% |
$42.1K - $48K
|
2.02K
$479K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
403New |
$86.6K - $98.7K
|
403
$95.7K
|
|