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 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
196+ 9.73% |
$42.1K - $48K
|
2.21K
$525K
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
1.03K+ 62.32% |
$222K - $253K
|
2.69K
$638K
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-7.07K- 6.69% |
$1.52M - $1.73M
|
98.7K
$23.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.58K+ 15.01% |
$339K - $387K
|
12.1K
$2.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-775- 1.2% |
$167K - $190K
|
64K
$15.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-18.1K- 6.88% |
$3.9M - $4.44M
|
246K
$58.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
598+ 186.29% |
$129K - $146K
|
919
$218K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$215 - $245
|
965
$229K
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
26+ 0.9% |
$5.59K - $6.37K
|
2.92K
$692K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-1- 0.2% |
$215 - $245
|
493
$117K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-17- 2.66% |
$3.65K - $4.16K
|
621
$147K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.02KNew |
$219K - $250K
|
1.02K
$242K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
25+ 1.02% |
$5.37K - $6.12K
|
2.48K
$590K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-34- 10.66% |
$7.31K - $8.32K
|
285
$67.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-820- 13.85% |
$176K - $201K
|
5.1K
$1.21M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
851+ 2.04% |
$183K - $208K
|
42.6K
$10.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.31% |
$215 - $245
|
328
$77.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
7+ 0.67% |
$1.5K - $1.71K
|
1.05K
$250K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-25- 0.65% |
$5.37K - $6.12K
|
3.8K
$901K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.46K- 45.45% |
$314K - $357K
|
1.75K
$416K
|
|
|
Oct 10, 2025
Q3 2025
|
Sara Bay Financial
|
BUY
|
- |
1.01KNew |
$217K - $248K
|
1.01K
$240K
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-1.02K- 1.82% |
$219K - $249K
|
55K
$13.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-616- 29.28% |
$132K - $151K
|
1.49K
$353K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
89+ 0.47% |
$19.1K - $21.8K
|
19.2K
$4.57M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
1.82KNew |
$391K - $445K
|
1.82K
$432K
|
|
|
Oct 10, 2025
Q3 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-1.52K- 4.0% |
$326K - $371K
|
36.4K
$8.65M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.98K+ 18631.25% |
$641K - $730K
|
3K
$712K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-7- 0.34% |
$1.5K - $1.71K
|
2.05K
$487K
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
869New |
$187K - $213K
|
869
$206K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
21+ 0.36% |
$4.51K - $5.14K
|
5.82K
$1.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-61- 0.5% |
$13.1K - $14.9K
|
12.2K
$2.89M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-111- 8.33% |
$23.9K - $27.2K
|
1.22K
$290K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-40- 2.08% |
$8.6K - $9.79K
|
1.88K
$446K
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
138+ 8.48% |
$29.7K - $33.8K
|
1.77K
$419K
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
BUY
|
- |
4.31K+ 5134.52% |
$927K - $1.06M
|
4.4K
$1.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-416- 31.93% |
$89.4K - $102K
|
887
$211K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
104+ 5.45% |
$22.4K - $25.5K
|
2.01K
$478K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.06% |
$215 - $245
|
1.65K
$391K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
20+ 1.3% |
$4.3K - $4.9K
|
1.55K
$369K
|
|
|
Oct 09, 2025
Q3 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-1.95K- 8.57% |
$419K - $477K
|
20.8K
$4.94M
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-6- 1.68% |
$1.29K - $1.47K
|
352
$83.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
9+ 0.27% |
$1.93K - $2.2K
|
3.32K
$788K
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-99- 4.68% |
$21.3K - $24.2K
|
2.02K
$479K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-15- 1.13% |
$3.22K - $3.67K
|
1.31K
$311K
|
|
|
Oct 09, 2025
Q3 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
100KNew |
$21.5M - $24.5M
|
100K
$23.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-509- 31.54% |
$109K - $125K
|
1.11K
$262K
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
88+ 0.79% |
$18.9K - $21.5K
|
11.2K
$2.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
471+ 12.59% |
$101K - $115K
|
4.21K
$1M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
16.6K+ 38.9% |
$3.57M - $4.06M
|
59.2K
$14.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.05% |
$215 - $245
|
1.98K
$470K
|
|