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
|
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
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3+ 0.21% |
$645 - $735
|
1.42K
$337K
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
700+ 5.58% |
$150K - $171K
|
13.2K
$3.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.31K+ 68.61% |
$280K - $320K
|
3.21K
$762K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
659+ 33.71% |
$142K - $161K
|
2.61K
$621K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-421- 1.95% |
$90.5K - $103K
|
21.1K
$5.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.24K- 2.55% |
$267K - $305K
|
47.6K
$11.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.6K+ 3.36% |
$3.99M - $4.55M
|
571K
$136M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-2.39K- 16.89% |
$514K - $585K
|
11.8K
$2.79M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
12+ 0.67% |
$2.58K - $2.94K
|
1.81K
$429K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-304- 1.16% |
$65.3K - $74.4K
|
25.9K
$6.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-256- 8.32% |
$55K - $62.7K
|
2.82K
$670K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.23KNew |
$480K - $546K
|
2.23K
$530K
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-872- 11.61% |
$187K - $214K
|
6.64K
$1.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1+ 0.05% |
$215 - $245
|
1.97K
$467K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
21+ 0.49% |
$4.51K - $5.14K
|
4.29K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-165- 5.43% |
$35.5K - $40.4K
|
2.87K
$682K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-26- 1.14% |
$5.59K - $6.37K
|
2.25K
$535K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-28.9K- 19.29% |
$6.21M - $7.08M
|
121K
$28.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
251+ 9.4% |
$53.9K - $61.5K
|
2.92K
$693K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-53- 0.79% |
$11.4K - $13K
|
6.64K
$1.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-76- 1.12% |
$16.3K - $18.6K
|
6.69K
$1.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Ti Trust, Inc
|
BUY
|
- |
36+ 1.17% |
$7.74K - $8.81K
|
3.1K
$737K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
241+ 6.2% |
$51.8K - $59K
|
4.13K
$980K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-289- 4.02% |
$62.1K - $70.8K
|
6.89K
$1.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-24- 0.95% |
$5.16K - $5.88K
|
2.5K
$593K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.25K- 20.33% |
$1.56M - $1.77M
|
28.4K
$6.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
83+ 0.36% |
$17.8K - $20.3K
|
23.4K
$5.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.31K+ 12.33% |
$926K - $1.06M
|
39.3K
$9.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-12.2K- 39.8% |
$2.62M - $2.98M
|
18.4K
$4.38M
|
|