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 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1KNew |
$215K - $245K
|
1K
$237K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
58+ 0.08% |
$12.5K - $14.2K
|
73K
$17.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-10- 0.96% |
$2.15K - $2.45K
|
1.03K
$245K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
500New |
$107K - $122K
|
500
$119K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
145+ 2.51% |
$31.2K - $35.5K
|
5.93K
$1.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
6New |
$1.29K - $1.47K
|
6
$1.42K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-794- 15.62% |
$171K - $194K
|
4.29K
$1.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.01K- 32.13% |
$862K - $982K
|
8.47K
$2.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-21- 0.09% |
$4.51K - $5.14K
|
23.1K
$5.49M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-151- 2.43% |
$32.5K - $37K
|
6.05K
$1.44M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-39- 0.65% |
$8.38K - $9.55K
|
5.96K
$1.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.06K- 1.4% |
$228K - $260K
|
74.9K
$17.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
33+ 0.22% |
$7.09K - $8.08K
|
14.9K
$3.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
995+ 55.25% |
$214K - $244K
|
2.8K
$664K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-67- 0.54% |
$14.4K - $16.4K
|
12.2K
$2.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-19- 0.9% |
$4.08K - $4.65K
|
2.09K
$496K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-45- 1.34% |
$9.67K - $11K
|
3.3K
$784K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-25- 1.88% |
$5.37K - $6.12K
|
1.31K
$310K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
40+ 13.33% |
$8.6K - $9.79K
|
340
$80.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.88K+ 6.77% |
$405K - $461K
|
29.7K
$7.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-11- 21.57% |
$2.36K - $2.69K
|
40
$9.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.23K+ 89.07% |
$264K - $301K
|
2.61K
$620K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-212- 0.77% |
$45.6K - $51.9K
|
27.4K
$6.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6.83K+ 1.9% |
$1.47M - $1.67M
|
366K
$87M
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
755+ 19.42% |
$162K - $185K
|
4.64K
$1.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
SELL
|
- |
-3.35K- 3.93% |
$719K - $819K
|
81.9K
$19.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-61- 37.2% |
$13.1K - $14.9K
|
103
$24.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-12- 2.11% |
$2.58K - $2.94K
|
558
$133K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
6.82K+ 253.1% |
$1.46M - $1.67M
|
9.51K
$2.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.11KNew |
$238K - $272K
|
1.11K
$263K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.05K- 2.47% |
$225K - $256K
|
41.2K
$9.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-247- 6.14% |
$53.1K - $60.5K
|
3.78K
$897K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.46K+ 3.96% |
$958K - $1.09M
|
117K
$27.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-169- 0.95% |
$36.3K - $41.4K
|
17.6K
$4.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
436+ 0.48% |
$93.7K - $107K
|
92.2K
$21.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-21- 0.59% |
$4.51K - $5.14K
|
3.55K
$843K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-782- 6.23% |
$168K - $191K
|
11.8K
$2.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.58KNew |
$340K - $388K
|
1.58K
$376K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-97- 1.94% |
$20.8K - $23.7K
|
4.9K
$1.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
CALL |
116K+ 51.55% |
$25M - $28.5M
|
342K
$81.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-25- 1.62% |
$5.37K - $6.12K
|
1.52K
$361K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.85K- 74.86% |
$828K - $944K
|
1.29K
$307K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.14K+ 37.06% |
$674K - $768K
|
11.6K
$2.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
CALL |
-196K- 89.72% |
$42.2M - $48.1M
|
22.5K
$5.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
873New |
$188K - $214K
|
873
$207K
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$430 - $490
|
7.96K
$1.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-2.23K- 8.34% |
$479K - $546K
|
24.5K
$5.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-42- 1.39% |
$9.03K - $10.3K
|
2.97K
$705K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.09K- 36.9% |
$233K - $266K
|
1.86K
$441K
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-433- 8.38% |
$93.1K - $106K
|
4.73K
$1.12M
|
|