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 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
|
|
|
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
|
|
|
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
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
828New |
$178K - $203K
|
828
$197K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
821+ 1.87% |
$176K - $201K
|
44.7K
$10.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
791+ 1.37% |
$170K - $194K
|
58.4K
$13.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
791+ 7.86% |
$170K - $194K
|
10.9K
$2.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
786+ 5.46% |
$169K - $192K
|
15.2K
$3.61M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
772+ 2662.07% |
$166K - $189K
|
801
$190K
|
|
|
Nov 14, 2025
Q3 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
765+ 13.79% |
$164K - $187K
|
6.31K
$1.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
757+ 12.12% |
$163K - $185K
|
7K
$1.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
755+ 19.42% |
$162K - $185K
|
4.64K
$1.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
747+ 3.98% |
$161K - $183K
|
19.5K
$4.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
744+ 0.13% |
$160K - $182K
|
569K
$135M
|
|
|
Nov 12, 2025
Q3 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
736+ 46.12% |
$158K - $180K
|
2.33K
$554K
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
727+ 33.43% |
$156K - $178K
|
2.9K
$689K
|
|
|
Nov 13, 2025
Q3 2025
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
725+ 15.29% |
$156K - $178K
|
5.47K
$1.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
686+ 6.46% |
$147K - $168K
|
11.3K
$2.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
676+ 0.33% |
$145K - $166K
|
203K
$48.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
661+ 5.81% |
$142K - $162K
|
12K
$2.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
640+ 3.93% |
$138K - $157K
|
16.9K
$4.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
640+ 87.31% |
$138K - $157K
|
1.37K
$326K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
630+ 1.52% |
$135K - $154K
|
42.2K
$10M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
599+ 1.77% |
$129K - $147K
|
34.5K
$8.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
590+ 2.81% |
$127K - $144K
|
21.6K
$5.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
580+ 6.49% |
$125K - $142K
|
9.51K
$2.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
576+ 3.75% |
$124K - $141K
|
15.9K
$3.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
574+ 27.95% |
$123K - $141K
|
2.63K
$624K
|
|
|
Nov 07, 2025
Q3 2025
|
Ballast, Inc.
|
BUY
|
- |
567New |
$122K - $139K
|
567
$135K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
560+ 1866.67% |
$120K - $137K
|
590
$140K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
558+ 19.73% |
$120K - $137K
|
3.39K
$804K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
545+ 0.53% |
$117K - $133K
|
104K
$24.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
537+ 45.51% |
$115K - $131K
|
1.72K
$408K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
529+ 1.91% |
$114K - $130K
|
28.3K
$6.71M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
513+ 6.9% |
$110K - $126K
|
7.95K
$1.89M
|
|