Latest Institutional Purchases of Ishares Russell 2000 ETF (IWM)
This list provides information on the latest institutional transactions involving Ishares Russell 2000 ETF (IWM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
2.23K+ 10.39% |
$479K - $546K
|
23.7K
$5.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.22K+ 41.12% |
$477K - $543K
|
7.61K
$1.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.21K+ 6.87% |
$475K - $541K
|
34.4K
$8.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
2.19KNew |
$470K - $535K
|
2.19K
$519K
|
|
|
Nov 14, 2025
Q3 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.18K+ 83.6% |
$468K - $533K
|
4.78K
$1.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
2.18K+ 1.55% |
$467K - $533K
|
142K
$33.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
2.14K+ 64.78% |
$461K - $525K
|
5.45K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Long Path Partners LP
Stamford, CT |
BUY
|
- |
2.14KNew |
$459K - $523K
|
2.14K
$507K
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.12K+ 15.06% |
$456K - $520K
|
16.2K
$3.85M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.12KNew |
$455K - $518K
|
2.12K
$503K
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.12K+ 9.95% |
$455K - $518K
|
23.4K
$5.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.07K+ 123.2% |
$445K - $507K
|
3.75K
$891K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
2.07KNew |
$444K - $506K
|
2.07K
$490K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
2.06K+ 46.22% |
$444K - $505K
|
6.53K
$1.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.06K+ 40.05% |
$442K - $503K
|
7.19K
$1.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.05KNew |
$440K - $501K
|
2.05K
$486K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.04K+ 27.81% |
$439K - $500K
|
9.38K
$2.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.04KNew |
$438K - $499K
|
2.04K
$484K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.03K+ 5.91% |
$437K - $498K
|
36.5K
$8.66M
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2.03K+ 3.58% |
$437K - $498K
|
58.9K
$14M
|
|
|
Oct 28, 2025
Q3 2025
|
Washington Capital Management Inc
|
BUY
|
- |
2K+ 40.49% |
$430K - $490K
|
6.94K
$1.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.99K+ 10.23% |
$428K - $487K
|
21.4K
$5.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.95K+ 3.72% |
$420K - $478K
|
54.4K
$12.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.95K+ 107.51% |
$418K - $477K
|
3.76K
$892K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.93K+ 2.4% |
$414K - $472K
|
82.1K
$19.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.91KNew |
$411K - $468K
|
1.91K
$454K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
1.9KNew |
$408K - $465K
|
1.9K
$451K
|
|
|
Oct 31, 2025
Q3 2025
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
1.9KNew |
$408K - $465K
|
1.9K
$451K
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.88K+ 6.77% |
$405K - $461K
|
29.7K
$7.06M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.88K+ 1.59% |
$404K - $460K
|
120K
$28.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.88KNew |
$403K - $459K
|
1.88K
$445K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.87K+ 7.59% |
$402K - $458K
|
26.5K
$6.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.85K+ 1233.33% |
$398K - $453K
|
2K
$475K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.84KNew |
$395K - $450K
|
1.84K
$436K
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.83K+ 6.01% |
$392K - $447K
|
32.2K
$7.65M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
1.82KNew |
$391K - $445K
|
1.82K
$432K
|
|
|
Nov 13, 2025
Q3 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.8K+ 50.15% |
$387K - $441K
|
5.39K
$1.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.8K+ 9.68% |
$387K - $441K
|
20.4K
$4.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.79KNew |
$384K - $437K
|
1.79K
$424K
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.76K+ 114.46% |
$378K - $430K
|
3.29K
$782K
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.73KNew |
$372K - $424K
|
1.73K
$411K
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.73K+ 11.51% |
$371K - $423K
|
16.7K
$3.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.71K+ 18.43% |
$368K - $419K
|
11K
$2.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.7K+ 20.73% |
$365K - $416K
|
9.9K
$2.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.7K+ 9.47% |
$365K - $416K
|
19.6K
$4.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1.67K+ 13.39% |
$359K - $409K
|
14.1K
$3.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.64K+ 7.61% |
$352K - $401K
|
23.2K
$5.5M
|
|
|
Nov 13, 2025
Q3 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.64K+ 0.69% |
$352K - $401K
|
240K
$57M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
1.63KNew |
$351K - $400K
|
1.63K
$388K
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.62KNew |
$348K - $396K
|
1.62K
$384K
|
|