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 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
389+ 8.32% |
$83.6K - $95.2K
|
5.06K
$1.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2- -0.0% |
$430 - $490
|
61.7K
$14.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-700- 76.17% |
$150K - $171K
|
219
$52K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
775+ 3.57% |
$167K - $190K
|
22.5K
$5.34M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-232- 1.97% |
$49.9K - $56.8K
|
11.6K
$2.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-325- 22.86% |
$69.8K - $79.6K
|
1.1K
$261K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
355+ 1.18% |
$76.3K - $86.9K
|
30.3K
$7.21M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.9K- 3.43% |
$408K - $465K
|
53.6K
$12.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
130K+ 313.53% |
$28M - $31.9M
|
172K
$40.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-82- 7.85% |
$17.6K - $20.1K
|
963
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
630+ 1.52% |
$135K - $154K
|
42.2K
$10M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.08K+ 3.28% |
$233K - $265K
|
34.1K
$8.1M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-180- 0.81% |
$38.7K - $44.1K
|
21.9K
$5.21M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
9.67KNew |
$2.08M - $2.37M
|
9.67K
$2.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-597- 6.89% |
$128K - $146K
|
8.07K
$1.92M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
179+ 1.21% |
$38.5K - $43.8K
|
15K
$3.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
538+ 53.27% |
$116K - $132K
|
1.55K
$368K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.15K+ 4.55% |
$676K - $771K
|
72.3K
$17.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-76- 2.32% |
$16.3K - $18.6K
|
3.19K
$758K
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-6- 0.44% |
$1.29K - $1.47K
|
1.36K
$324K
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-834- 7.94% |
$179K - $204K
|
9.67K
$2.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-501- 26.29% |
$108K - $123K
|
1.41K
$334K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
58+ 0.51% |
$12.5K - $14.2K
|
11.4K
$2.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.35% |
$860 - $979
|
1.13K
$269K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-423- 1.67% |
$90.9K - $104K
|
25K
$5.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
255New |
$54.8K - $62.4K
|
255
$60.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.85K- 3.19% |
$397K - $452K
|
56.1K
$13.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.31% |
$2.15K - $2.45K
|
3.28K
$778K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.33K- 12.13% |
$1.15M - $1.31M
|
38.6K
$9.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
61+ 2.87% |
$13.1K - $14.9K
|
2.19K
$519K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-10- 0.11% |
$2.15K - $2.45K
|
8.93K
$2.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
537+ 45.51% |
$115K - $131K
|
1.72K
$408K
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-56- 5.51% |
$12K - $13.7K
|
961
$228K
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
SELL
|
- |
-659- 4.13% |
$142K - $161K
|
15.3K
$3.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.2K- 14.91% |
$258K - $294K
|
6.85K
$1.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
838+ 3.72% |
$180K - $205K
|
23.4K
$5.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
286+ 9.6% |
$61.5K - $70K
|
3.27K
$775K
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-13.4K- 29.34% |
$2.89M - $3.29M
|
32.3K
$7.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-190- 1.37% |
$40.8K - $46.5K
|
13.7K
$3.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-44- 0.54% |
$9.46K - $10.8K
|
8.17K
$1.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-28- 1.11% |
$6.02K - $6.86K
|
2.49K
$591K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.5% |
$1.07K - $1.22K
|
1K
$238K
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
1.37KNew |
$294K - $335K
|
1.37K
$325K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
351+ 16.61% |
$75.4K - $85.9K
|
2.46K
$585K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-222- 0.69% |
$47.7K - $54.4K
|
31.7K
$7.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
167+ 11.76% |
$35.9K - $40.9K
|
1.59K
$377K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-300- 5.68% |
$64.5K - $73.5K
|
4.98K
$1.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
50+ 0.2% |
$10.7K - $12.2K
|
24.7K
$5.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-64- 1.76% |
$13.8K - $15.7K
|
3.58K
$850K
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-310- 3.45% |
$66.6K - $75.9K
|
8.69K
$2.06M
|
|