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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.41K+ 42.69% |
$333K - $352K
|
4.7K
$1.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.32K+ 106.09% |
$314K - $331K
|
2.57K
$611K
|
|
|
Jan 13, 2026
Q4 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1.32KNew |
$313K - $331K
|
1.32K
$314K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.29K+ 8.05% |
$305K - $322K
|
17.3K
$4.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.27K+ 18.96% |
$300K - $317K
|
7.95K
$1.89M
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
1.25K+ 9.75% |
$296K - $312K
|
14K
$3.34M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
CALL |
1.2KNew |
$284K - $300K
|
1.2K
$285K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.13KNew |
$267K - $283K
|
1.13K
$268K
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.09K+ 25.9% |
$258K - $273K
|
5.3K
$1.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.09K+ 13.55% |
$258K - $273K
|
9.14K
$2.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.05K+ 3.98% |
$248K - $263K
|
27.4K
$6.51M
|
|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1KNew |
$237K - $250K
|
1K
$237K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$237K - $250K
|
1K
$237K
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
987New |
$234K - $247K
|
987
$234K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
980+ 453.7% |
$232K - $245K
|
1.2K
$284K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
964New |
$228K - $241K
|
964
$229K
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
913New |
$216K - $229K
|
913
$217K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
911New |
$216K - $228K
|
911
$216K
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
892+ 44.31% |
$211K - $223K
|
2.91K
$690K
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
BUY
|
- |
871+ 9.29% |
$206K - $218K
|
10.3K
$2.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
847New |
$201K - $212K
|
847
$201K
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
834New |
$197K - $209K
|
834
$198K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
831+ 37.79% |
$197K - $208K
|
3.03K
$720K
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
814New |
$193K - $204K
|
814
$193K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
766+ 59.2% |
$181K - $192K
|
2.06K
$489K
|
|
|
Jan 06, 2026
Q4 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
763+ 4.16% |
$181K - $191K
|
19.1K
$4.53M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
679+ 12.99% |
$161K - $170K
|
5.91K
$1.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
667+ 5.45% |
$158K - $167K
|
12.9K
$3.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
652+ 19.65% |
$154K - $163K
|
3.97K
$943K
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
593+ 18.01% |
$140K - $148K
|
3.89K
$923K
|
|
|
Jan 15, 2026
Q4 2025
|
Savior LLC
|
BUY
|
- |
573+ 13.04% |
$136K - $143K
|
4.97K
$1.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
569+ 6.94% |
$135K - $142K
|
8.77K
$2.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
564+ 11.89% |
$134K - $141K
|
5.31K
$1.26M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
552+ 3.73% |
$131K - $138K
|
15.4K
$3.65M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
548+ 2.99% |
$130K - $137K
|
18.9K
$4.49M
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
548New |
$130K - $137K
|
548
$130K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
545+ 2.08% |
$129K - $136K
|
26.7K
$6.35M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
515+ 6.3% |
$122K - $129K
|
8.7K
$2.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
CALL |
500New |
$118K - $125K
|
500
$119K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
471+ 0.28% |
$112K - $118K
|
166K
$39.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
459+ 4.43% |
$109K - $115K
|
10.8K
$2.57M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
457+ 15.11% |
$108K - $114K
|
3.48K
$827K
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
454+ 1.3% |
$108K - $114K
|
35.3K
$8.37M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
449+ 5.14% |
$106K - $112K
|
9.18K
$2.18M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
442+ 4.12% |
$105K - $111K
|
11.2K
$2.65M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
432+ 0.77% |
$102K - $108K
|
56.6K
$13.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
423New |
$100K - $106K
|
423
$100K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
401+ 8.27% |
$95K - $100K
|
5.25K
$1.25M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
374+ 8.5% |
$88.6K - $93.6K
|
4.78K
$1.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
369+ 27.64% |
$87.4K - $92.4K
|
1.7K
$405K
|
|