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 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
15.6KNew |
$3.36M - $3.83M
|
15.6K
$3.71M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
798+ 18.65% |
$172K - $195K
|
5.08K
$1.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7- 0.72% |
$1.5K - $1.71K
|
963
$229K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.8K+ 9.68% |
$387K - $441K
|
20.4K
$4.84M
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-60- 4.28% |
$12.9K - $14.7K
|
1.34K
$319K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-80- 1.05% |
$17.2K - $19.6K
|
7.53K
$1.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.49K+ 49.65% |
$534K - $609K
|
7.49K
$1.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
17.5K+ 1197.95% |
$3.76M - $4.29M
|
19K
$4.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
58.1KNew |
$12.5M - $14.2M
|
58.1K
$13.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
BUY
|
- |
917New |
$197K - $225K
|
917
$218K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.04K+ 27.81% |
$439K - $500K
|
9.38K
$2.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-4.7K- 30.39% |
$1.01M - $1.15M
|
10.8K
$2.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
441+ 4.04% |
$94.8K - $108K
|
11.3K
$2.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-624- 2.24% |
$134K - $153K
|
27.2K
$6.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-452- 1.41% |
$97.1K - $111K
|
31.5K
$7.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
1.41K+ 14.62% |
$302K - $344K
|
11K
$2.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-89- 1.17% |
$19.1K - $21.8K
|
7.54K
$1.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
863New |
$185K - $211K
|
863
$205K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
859+ 4.04% |
$185K - $210K
|
22.1K
$5.25M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.09% |
$215 - $245
|
1.1K
$262K
|
|
|
Oct 08, 2025
Q3 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-254- 13.93% |
$54.6K - $62.2K
|
1.57K
$373K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
238+ 6.56% |
$51.2K - $58.3K
|
3.87K
$918K
|
|
|
Oct 08, 2025
Q3 2025
|
Flower City Capital
|
SELL
|
- |
-1- 0.06% |
$215 - $245
|
1.64K
$390K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
237+ 0.91% |
$50.9K - $58K
|
26.2K
$6.22M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
456+ 20.61% |
$98K - $112K
|
2.67K
$634K
|
|
|
Oct 08, 2025
Q3 2025
|
Vista Finance, LLC
|
BUY
|
- |
2.46K+ 59.74% |
$528K - $601K
|
6.57K
$1.56M
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
302+ 8.95% |
$64.9K - $73.9K
|
3.68K
$873K
|
|
|
Oct 08, 2025
Q3 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
443+ 1.37% |
$95.2K - $108K
|
32.9K
$7.81M
|
|
|
Oct 08, 2025
Q3 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
586+ 0.74% |
$126K - $143K
|
79.6K
$18.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
912New |
$196K - $223K
|
912
$217K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
316+ 12.68% |
$67.9K - $77.4K
|
2.81K
$667K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-165- 1.19% |
$35.5K - $40.4K
|
13.7K
$3.26M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-67- 0.36% |
$14.4K - $16.4K
|
18.3K
$4.35M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-133- 94.33% |
$28.6K - $32.6K
|
8
$1.9K
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
852New |
$183K - $209K
|
852
$202K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-16- 0.26% |
$3.44K - $3.92K
|
6.1K
$1.45M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-4.01K- 99.01% |
$862K - $982K
|
40
$9.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-9- 1.51% |
$1.93K - $2.2K
|
588
$140K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.72K+ 25.44% |
$800K - $911K
|
18.4K
$4.36M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.77K+ 0.39% |
$594K - $677K
|
704K
$167M
|
|
|
Oct 07, 2025
Q3 2025
|
Woodstock Corp
|
SELL
|
- |
-3.16K- 21.04% |
$678K - $772K
|
11.8K
$2.81M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.28K- 2.6% |
$274K - $313K
|
47.9K
$11.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-52- 5.39% |
$11.2K - $12.7K
|
913
$217K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
513+ 6.9% |
$110K - $126K
|
7.95K
$1.89M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-2.04K- 9.24% |
$439K - $500K
|
20.1K
$4.77M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-183- 5.17% |
$39.3K - $44.8K
|
3.36K
$797K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
28.9K+ 1026.38% |
$6.21M - $7.07M
|
31.7K
$7.52M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-650- 2.36% |
$140K - $159K
|
26.9K
$6.38M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
CALL |
200+ 100.0% |
$43K - $49K
|
400
$95K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-7- 0.2% |
$1.5K - $1.71K
|
3.47K
$824K
|
|