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 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
1.14KNew |
$245K - $279K
|
1.14K
$270K
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
BUY
|
- |
917New |
$197K - $225K
|
917
$218K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
916New |
$197K - $224K
|
916
$218K
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
914New |
$196K - $224K
|
914
$217K
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
912New |
$196K - $223K
|
912
$217K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
911New |
$196K - $223K
|
911
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
910New |
$196K - $223K
|
910
$216K
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
905New |
$195K - $222K
|
905
$215K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
PUT |
900New |
$193K - $220K
|
900
$214K
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
900New |
$193K - $220K
|
900
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
899+ 14.71% |
$193K - $220K
|
7.01K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
896+ 4.44% |
$193K - $219K
|
21.1K
$5M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
894+ 39.21% |
$192K - $219K
|
3.17K
$754K
|
|
|
Nov 14, 2025
Q3 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
886New |
$190K - $217K
|
886
$210K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
884+ 10.48% |
$190K - $216K
|
9.32K
$2.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
878+ 55.53% |
$189K - $215K
|
2.46K
$584K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
873New |
$188K - $214K
|
873
$207K
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
869New |
$187K - $213K
|
869
$206K
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
865New |
$186K - $212K
|
865
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
860+ 6.32% |
$185K - $211K
|
14.5K
$3.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
857+ 13.06% |
$184K - $210K
|
7.42K
$1.76M
|
|