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 |
|---|---|---|---|---|---|---|---|
|
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 07, 2025
Q3 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
904New |
$194K - $221K
|
904
$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
|
|
|
Nov 12, 2025
Q3 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
873New |
$188K - $214K
|
873
$207K
|
|
|
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
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
BUY
|
- |
854New |
$184K - $209K
|
854
$203K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
853+ 16.3% |
$183K - $209K
|
6.09K
$1.45M
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
852New |
$183K - $209K
|
852
$202K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
851New |
$183K - $208K
|
851
$202K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
851+ 2.04% |
$183K - $208K
|
42.6K
$10.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
850New |
$183K - $208K
|
850
$202K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
850New |
$183K - $208K
|
850
$202K
|
|
|
Oct 21, 2025
Q3 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
850+ 14.65% |
$183K - $208K
|
6.65K
$1.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
849New |
$182K - $208K
|
849
$202K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
848+ 31.06% |
$182K - $208K
|
3.58K
$850K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
842New |
$181K - $206K
|
842
$200K
|
|
|
Nov 06, 2025
Q3 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
842New |
$181K - $206K
|
842
$200K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
841+ 4.3% |
$181K - $206K
|
20.4K
$4.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
838New |
$180K - $205K
|
838
$199K
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
838New |
$180K - $205K
|
838
$199K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
838+ 3.72% |
$180K - $205K
|
23.4K
$5.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
833+ 3.47% |
$179K - $204K
|
24.8K
$5.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
832+ 8.79% |
$179K - $204K
|
10.3K
$2.45M
|
|
|
Nov 14, 2025
Q3 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
830+ 52.83% |
$178K - $203K
|
2.4K
$570K
|
|
|
Nov 13, 2025
Q3 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
830New |
$178K - $203K
|
830
$197K
|
|