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 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.33K- 5.53% |
$717K - $816K
|
57K
$13.5M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-183- 2.37% |
$39.3K - $44.8K
|
7.55K
$1.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-147- 4.0% |
$31.6K - $36K
|
3.53K
$838K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-68- 2.91% |
$14.6K - $16.6K
|
2.27K
$540K
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.88K- 9.65% |
$404K - $460K
|
17.6K
$4.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
7+ 0.23% |
$1.5K - $1.71K
|
3.1K
$737K
|
|
|
Oct 22, 2025
Q3 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3+ 0.33% |
$645 - $735
|
925
$220K
|
|
|
Oct 22, 2025
Q3 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-17- 14.53% |
$3.65K - $4.16K
|
100
$23.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.19% |
$430 - $490
|
1.06K
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.4K- 2.3% |
$2.66M - $3.03M
|
525K
$125M
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2.03K+ 3.58% |
$437K - $498K
|
58.9K
$14M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-150- 0.82% |
$32.2K - $36.7K
|
18.1K
$4.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1+ 0.03% |
$215 - $245
|
3.44K
$818K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-579- 8.07% |
$124K - $142K
|
6.6K
$1.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
68.6K+ 462.07% |
$14.7M - $16.8M
|
83.4K
$19.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-562- 1.22% |
$121K - $138K
|
45.6K
$10.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-112- 11.81% |
$24.1K - $27.4K
|
836
$199K
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-624- 1.3% |
$134K - $153K
|
47.5K
$11.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
1.27KNew |
$272K - $310K
|
1.27K
$300K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-812- 23.67% |
$175K - $199K
|
2.62K
$622K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-211- 4.53% |
$45.3K - $51.7K
|
4.44K
$1.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-622- 12.02% |
$134K - $152K
|
4.55K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-249- 15.78% |
$53.5K - $61K
|
1.33K
$316K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.29K- 15.61% |
$278K - $317K
|
6.99K
$1.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Savior LLC
|
BUY
|
- |
265+ 6.42% |
$57K - $64.9K
|
4.39K
$1.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.7K- 8.23% |
$1.66M - $1.89M
|
85.9K
$20.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
91+ 0.14% |
$19.6K - $22.3K
|
66.2K
$15.7M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-39- 7.93% |
$8.38K - $9.55K
|
453
$108K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.33K- 45.05% |
$501K - $570K
|
2.84K
$675K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.35K- 4.89% |
$291K - $332K
|
26.3K
$6.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-143- 2.41% |
$30.7K - $35K
|
5.8K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-85- 8.06% |
$18.3K - $20.8K
|
969
$230K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-7.1K- 13.03% |
$1.53M - $1.74M
|
47.4K
$11.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
50+ 8.13% |
$10.7K - $12.2K
|
665
$158K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
17+ 0.7% |
$3.65K - $4.16K
|
2.45K
$582K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
2.36K+ 2.58% |
$507K - $578K
|
93.9K
$22.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.08% |
$645 - $735
|
3.98K
$946K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
CALL |
-10K- 66.67% |
$2.15M - $2.45M
|
5K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
SELL
|
- |
-396- 29.95% |
$85.1K - $97K
|
926
$220K
|
|
|
Oct 21, 2025
Q3 2025
|
400 Capital Management LLC
New York, NY |
SELL
|
PUT |
-30K- 42.86% |
$6.45M - $7.35M
|
40K
$9.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-28- 0.82% |
$6.02K - $6.86K
|
3.38K
$803K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-978- 31.26% |
$210K - $239K
|
2.15K
$511K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
20K+ 149.98% |
$4.3M - $4.9M
|
33.4K
$7.92M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-7.21K- 60.73% |
$1.55M - $1.77M
|
4.66K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
850+ 14.65% |
$183K - $208K
|
6.65K
$1.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
104+ 4.82% |
$22.4K - $25.5K
|
2.26K
$537K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
310+ 24.78% |
$66.6K - $75.9K
|
1.56K
$371K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-28- 2.66% |
$6.02K - $6.86K
|
1.03K
$243K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.12K- 22.16% |
$240K - $273K
|
3.92K
$930K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
398+ 0.78% |
$85.5K - $97.4K
|
51.7K
$12.3M
|
|