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 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
458+ 2.25% |
$98.4K - $112K
|
20.9K
$4.95M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$430 - $490
|
2.67K
$635K
|
|
|
Oct 06, 2025
Q3 2025
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
30+ 2.18% |
$6.45K - $7.35K
|
1.41K
$334K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-483- 21.76% |
$104K - $118K
|
1.74K
$413K
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
27+ 1.6% |
$5.8K - $6.61K
|
1.72K
$408K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-9.77K- 52.02% |
$2.1M - $2.39M
|
9.01K
$2.14M
|
|
|
Oct 03, 2025
Q3 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-167- 2.31% |
$35.9K - $40.9K
|
7.08K
$1.68M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-44- 0.93% |
$9.46K - $10.8K
|
4.71K
$1.12M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-270- 7.99% |
$58K - $66.1K
|
3.11K
$738K
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
900New |
$193K - $220K
|
900
$214K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
2.07KNew |
$444K - $506K
|
2.07K
$490K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
5.3K+ 25.82% |
$927K - $1.14M
|
25.8K
$6.13M
|
|
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-175- 2.63% |
$30.6K - $37.8K
|
6.47K
$1.54M
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.9K- 12.49% |
$331K - $409K
|
13.3K
$3.15M
|
|
|
Nov 24, 2025
Q2 2025
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
18.5KNew |
$3.23M - $3.99M
|
18.5K
$4.39M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
760K+ 15.6% |
$133M - $164M
|
5.63M
$1.34B
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-1.64M- 10.86% |
$287M - $354M
|
13.4M
$3.19B
|
|
|
Nov 17, 2025
Q2 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
197+ 10.35% |
$34.4K - $42.5K
|
2.1K
$499K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.55K- 25.16% |
$620K - $766K
|
10.6K
$2.51M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
CALL |
-200- 50.0% |
$35K - $43.2K
|
200
$47.5K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-334- 19.44% |
$58.4K - $72.1K
|
1.38K
$329K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-24- 16.44% |
$4.2K - $5.18K
|
122
$29K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3- 0.04% |
$524 - $647
|
7.98K
$1.9M
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
9+ 0.53% |
$1.57K - $1.94K
|
1.7K
$404K
|
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-2.04KClosed |
$357K - $441K
|
0
$0
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
1.61KNew |
$282K - $348K
|
1.61K
$383K
|
|
|
Sep 02, 2025
Q2 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
1.1K+ 89.44% |
$192K - $238K
|
2.33K
$554K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
16New |
$2.8K - $3.45K
|
16
$3.8K
|
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
7+ 0.13% |
$1.22K - $1.51K
|
5.25K
$1.25M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.25K+ 1.22% |
$917K - $1.13M
|
436K
$103M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
1.31KNew |
$230K - $283K
|
1.31K
$312K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
157+ 21.13% |
$27.4K - $33.9K
|
900
$214K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
70+ 23.26% |
$12.2K - $15.1K
|
371
$88.1K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2- 0.05% |
$350 - $432
|
4.17K
$991K
|
|
|
Aug 18, 2025
Q2 2025
|
Campbell Capital Management Inc
|
BUY
|
- |
9.97KNew |
$1.74M - $2.15M
|
9.97K
$2.37M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.51% |
$175 - $216
|
199
$47.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
490+ 2.23% |
$85.7K - $106K
|
22.4K
$5.33M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
2.61KNew |
$456K - $563K
|
2.61K
$619K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
570+ 191.92% |
$99.6K - $123K
|
867
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Immersion Capital LLP
London, X0 |
BUY
|
- |
25.5KNew |
$4.46M - $5.5M
|
25.5K
$6.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Sabby Management, LLC
Upper Saddle River, NJ |
SELL
|
- |
-19.1K- 90.51% |
$3.34M - $4.12M
|
2K
$476K
|
|
|
Aug 14, 2025
Q2 2025
|
Broad Bay Capital Management, LP
New York, NY |
BUY
|
PUT |
640KNew |
$112M - $138M
|
640K
$152M
|
|
|
Aug 14, 2025
Q2 2025
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
PUT |
703KNew |
$123M - $152M
|
703K
$167M
|
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
PUT |
100KNew |
$17.5M - $21.6M
|
100K
$23.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
72K+ 243.05% |
$12.6M - $15.5M
|
102K
$24.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
40KNew |
$6.99M - $8.63M
|
40K
$9.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
25KNew |
$4.37M - $5.39M
|
25K
$5.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
CALL |
105KNew |
$18.4M - $22.7M
|
105K
$24.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
6.99KNew |
$1.22M - $1.51M
|
6.99K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Hidden Lake Asset Management LP
New York, NY |
BUY
|
PUT |
330KNew |
$57.7M - $71.2M
|
330K
$78.4M
|
|