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 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.26K+ 8.84% |
$270K - $308K
|
15.5K
$3.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.25K+ 100.64% |
$269K - $307K
|
2.5K
$593K
|
|
|
Nov 12, 2025
Q3 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.25K+ 21.5% |
$269K - $306K
|
7.07K
$1.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.24K+ 12.63% |
$267K - $304K
|
11.1K
$2.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.23K+ 89.07% |
$264K - $301K
|
2.61K
$620K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.21K+ 6.41% |
$261K - $297K
|
20.2K
$4.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Cortland Associates Inc
|
BUY
|
- |
1.2K+ 127.25% |
$258K - $294K
|
2.14K
$509K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
PUT |
1.2KNew |
$258K - $294K
|
1.2K
$285K
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
1.2KNew |
$258K - $294K
|
1.2K
$285K
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.19KNew |
$256K - $292K
|
1.19K
$283K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.18K+ 76.0% |
$254K - $289K
|
2.74K
$650K
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.18K+ 44.47% |
$253K - $289K
|
3.83K
$910K
|
|
|
Nov 12, 2025
Q3 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.17KNew |
$252K - $287K
|
1.17K
$278K
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 14.63% |
$249K - $284K
|
9.09K
$2.16M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.15KNew |
$246K - $280K
|
1.15K
$272K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.14K+ 3.28% |
$246K - $280K
|
36K
$8.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.14KNew |
$245K - $280K
|
1.14K
$271K
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
1.14KNew |
$245K - $279K
|
1.14K
$270K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.12K+ 2.61% |
$241K - $275K
|
44.2K
$10.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
1.11KNew |
$239K - $273K
|
1.11K
$265K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.11K+ 56.62% |
$239K - $272K
|
3.08K
$730K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.11KNew |
$238K - $272K
|
1.11K
$263K
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
1.1KNew |
$236K - $269K
|
1.1K
$261K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.1KNew |
$236K - $268K
|
1.1K
$260K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.07K+ 0.46% |
$231K - $263K
|
232K
$55.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
1.05KNew |
$226K - $257K
|
1.05K
$249K
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
BUY
|
- |
1.04KNew |
$224K - $256K
|
1.04K
$248K
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.04KNew |
$223K - $254K
|
1.04K
$246K
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
1.03K+ 62.32% |
$222K - $253K
|
2.69K
$638K
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.02K+ 33.49% |
$220K - $251K
|
4.08K
$969K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.02KNew |
$219K - $250K
|
1.02K
$242K
|
|
|
Oct 10, 2025
Q3 2025
|
Sara Bay Financial
|
BUY
|
- |
1.01KNew |
$217K - $248K
|
1.01K
$240K
|
|
|
Nov 13, 2025
Q3 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.01KNew |
$217K - $247K
|
1.01K
$239K
|
|
|
Nov 14, 2025
Q3 2025
|
Geo Sphere Capital Management, LLC
New York, NY |
BUY
|
PUT |
1KNew |
$215K - $245K
|
1K
$237K
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
1K+ 88.03% |
$215K - $245K
|
2.14K
$507K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
CALL |
1KNew |
$215K - $245K
|
1K
$237K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1KNew |
$215K - $245K
|
1K
$237K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
995+ 55.25% |
$214K - $244K
|
2.8K
$664K
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
981New |
$211K - $240K
|
981
$233K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
954New |
$205K - $234K
|
954
$227K
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
953New |
$205K - $233K
|
953
$226K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
951+ 29.02% |
$204K - $233K
|
4.23K
$1M
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
945New |
$203K - $231K
|
945
$224K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
943+ 0.96% |
$203K - $231K
|
98.9K
$23.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
941+ 0.68% |
$202K - $230K
|
139K
$33.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
933New |
$201K - $228K
|
933
$222K
|
|
|
Nov 18, 2025
Q3 2025
|
Reliant Wealth Planning
|
BUY
|
- |
929New |
$200K - $227K
|
929
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
925+ 9.03% |
$199K - $226K
|
11.2K
$2.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
923New |
$198K - $226K
|
923
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
921New |
$198K - $225K
|
921
$219K
|
|