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 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
876New |
$188K - $214K
|
876
$208K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.25K+ 5.9% |
$269K - $306K
|
22.4K
$5.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2+ 0.14% |
$430 - $490
|
1.47K
$350K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-20- 0.32% |
$4.3K - $4.9K
|
6.22K
$1.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.68K+ 12.03% |
$575K - $655K
|
24.9K
$5.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
PUT |
1.2KNew |
$258K - $294K
|
1.2K
$285K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-28- 0.87% |
$6.02K - $6.86K
|
3.18K
$755K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
20K+ 8.08% |
$4.31M - $4.91M
|
268K
$63.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-10- 0.69% |
$2.15K - $2.45K
|
1.44K
$341K
|
|
|
Oct 15, 2025
Q3 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-142- 0.13% |
$30.5K - $34.8K
|
112K
$26.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-628- 15.59% |
$135K - $154K
|
3.4K
$807K
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.12K- 30.21% |
$241K - $275K
|
2.59K
$616K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
476+ 31.03% |
$102K - $117K
|
2.01K
$477K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
27+ 1.09% |
$5.8K - $6.61K
|
2.5K
$595K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-41- 0.59% |
$8.81K - $10K
|
6.95K
$1.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
33+ 0.94% |
$7.09K - $8.08K
|
3.54K
$840K
|
|
|
Oct 15, 2025
Q3 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
14+ 0.29% |
$3.01K - $3.43K
|
4.93K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-193- 5.02% |
$41.5K - $47.3K
|
3.65K
$867K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-449- 2.26% |
$96.5K - $110K
|
19.5K
$4.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
77New |
$16.5K - $18.9K
|
77
$18.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
5.71K+ 7.59% |
$1.23M - $1.4M
|
80.9K
$19.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-4.18K- 3.96% |
$898K - $1.02M
|
101K
$24.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-36- 2.48% |
$7.74K - $8.81K
|
1.41K
$336K
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
301+ 12.82% |
$64.7K - $73.7K
|
2.65K
$629K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-32- 2.52% |
$6.88K - $7.83K
|
1.24K
$294K
|
|
|
Oct 14, 2025
Q3 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-33- 0.85% |
$7.09K - $8.08K
|
3.86K
$917K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-319- 0.37% |
$68.6K - $78.1K
|
85.4K
$20.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-118- 4.94% |
$25.4K - $28.9K
|
2.27K
$539K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-93- 0.88% |
$20K - $22.8K
|
10.5K
$2.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
361+ 37.68% |
$77.6K - $88.4K
|
1.32K
$313K
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
667New |
$143K - $163K
|
667
$158K
|
|
|
Oct 14, 2025
Q3 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-16- 1.5% |
$3.44K - $3.92K
|
1.05K
$250K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.34K- 94.82% |
$287K - $327K
|
73
$17.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-322- 13.6% |
$69.2K - $78.8K
|
2.05K
$486K
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-380- 3.5% |
$81.7K - $93K
|
10.5K
$2.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-700- 20.59% |
$150K - $171K
|
2.7K
$641K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.25K+ 100.64% |
$269K - $307K
|
2.5K
$593K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-47- 0.79% |
$10.1K - $11.5K
|
5.93K
$1.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
36+ 3.19% |
$7.74K - $8.81K
|
1.16K
$276K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-85- 4.3% |
$18.3K - $20.8K
|
1.89K
$449K
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.88K- 2.53% |
$403K - $459K
|
72.3K
$17.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
BUY
|
- |
8.77KNew |
$1.89M - $2.15M
|
8.77K
$2.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-371- 2.45% |
$79.7K - $90.8K
|
14.7K
$3.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-9- 0.11% |
$1.93K - $2.2K
|
8.04K
$1.91M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-169- 0.63% |
$36.3K - $41.4K
|
26.8K
$6.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.71K+ 9.64% |
$582K - $663K
|
30.8K
$7.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-50- 2.69% |
$10.7K - $12.2K
|
1.81K
$430K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-1.9K- 1.61% |
$409K - $466K
|
117K
$27.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-25- 0.42% |
$5.37K - $6.12K
|
5.95K
$1.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
196+ 9.73% |
$42.1K - $48K
|
2.21K
$525K
|
|