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 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
19+ 0.22% |
$4.08K - $4.65K
|
8.85K
$2.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
15+ 0.49% |
$3.22K - $3.67K
|
3.08K
$731K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4+ 0.15% |
$860 - $979
|
2.74K
$650K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
757+ 12.12% |
$163K - $185K
|
7K
$1.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.42K+ 48.53% |
$306K - $349K
|
4.36K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.12K+ 2.61% |
$241K - $275K
|
44.2K
$10.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
CALL |
-700- 6.54% |
$150K - $171K
|
10K
$2.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.06% |
$215 - $245
|
1.62K
$385K
|
|
|
Oct 23, 2025
Q3 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-1- 0.05% |
$215 - $245
|
2.09K
$496K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
166+ 0.83% |
$35.7K - $40.6K
|
20.2K
$4.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
72+ 5.86% |
$15.5K - $17.6K
|
1.3K
$309K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
37+ 154.17% |
$7.95K - $9.06K
|
61
$14.5K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
SELL
|
- |
-2.1K- 14.66% |
$452K - $515K
|
12.2K
$2.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
85+ 0.4% |
$18.3K - $20.8K
|
21.4K
$5.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
92+ 1.19% |
$19.8K - $22.5K
|
7.79K
$1.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-55- 0.39% |
$11.8K - $13.5K
|
14K
$3.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.86K+ 23.88% |
$615K - $701K
|
14.9K
$3.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.92K+ 6.74% |
$1.49M - $1.7M
|
110K
$26M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
933New |
$201K - $228K
|
933
$222K
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
SELL
|
- |
-343- 0.2% |
$73.7K - $84K
|
170K
$40.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
16+ 0.07% |
$3.44K - $3.92K
|
24.4K
$5.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-24- 1.37% |
$5.16K - $5.88K
|
1.73K
$410K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2+ 0.21% |
$430 - $490
|
949
$225K
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
1.1KNew |
$236K - $269K
|
1.1K
$261K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
832+ 8.79% |
$179K - $204K
|
10.3K
$2.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-8.43K- 88.11% |
$1.81M - $2.06M
|
1.14K
$270K
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
833+ 3.47% |
$179K - $204K
|
24.8K
$5.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-64- 0.47% |
$13.8K - $15.7K
|
13.4K
$3.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.7K+ 9.47% |
$365K - $416K
|
19.6K
$4.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1+ 0.09% |
$215 - $245
|
1.09K
$259K
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.12K+ 1.29% |
$242K - $275K
|
88.5K
$21M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
752New |
$162K - $184K
|
752
$179K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-20- 2.05% |
$4.3K - $4.9K
|
957
$227K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
294+ 1.8% |
$63.2K - $72K
|
16.6K
$3.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-137- 6.44% |
$29.4K - $33.5K
|
1.99K
$472K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
4.57KNew |
$981K - $1.12M
|
4.57K
$1.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
89+ 7.4% |
$19.1K - $21.8K
|
1.29K
$307K
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-127- 10.68% |
$27.3K - $31.1K
|
1.06K
$252K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
135+ 12.91% |
$29K - $33.1K
|
1.18K
$280K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
38+ 0.24% |
$8.17K - $9.3K
|
15.8K
$3.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Cortland Associates Inc
|
BUY
|
- |
1.2K+ 127.25% |
$258K - $294K
|
2.14K
$509K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-312- 21.07% |
$67.1K - $76.4K
|
1.17K
$278K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-41- 6.1% |
$8.81K - $10K
|
631
$150K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
15+ 0.24% |
$3.22K - $3.67K
|
6.22K
$1.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-11.4K- 10.14% |
$2.44M - $2.78M
|
101K
$23.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-1.58K- 2.14% |
$339K - $387K
|
72.1K
$17.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
83+ 0.95% |
$17.8K - $20.3K
|
8.82K
$2.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.43K+ 27.96% |
$522K - $595K
|
11.1K
$2.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-200- 11.76% |
$43K - $49K
|
1.5K
$356K
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-45- 0.41% |
$9.67K - $11K
|
10.9K
$2.58M
|
|