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 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
CALL |
200New |
$43K - $49K
|
200
$47.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
CALL |
200+ 100.0% |
$43K - $49K
|
400
$95K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
198+ 65.35% |
$42.6K - $48.5K
|
501
$119K
|
|
|
Oct 28, 2025
Q3 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
196+ 0.28% |
$42.1K - $48K
|
69.7K
$16.5M
|
|
|
Nov 21, 2025
Q3 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
195+ 0.6% |
$41.9K - $47.7K
|
32.9K
$7.82M
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
195+ 118.18% |
$41.9K - $47.7K
|
360
$85.5K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
193+ 15.45% |
$41.5K - $47.3K
|
1.44K
$342K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
191+ 2.85% |
$41K - $46.8K
|
6.89K
$1.64M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
187+ 3.33% |
$40.2K - $45.8K
|
5.8K
$1.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
184+ 1.07% |
$39.5K - $45.1K
|
17.4K
$4.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
179+ 1.21% |
$38.5K - $43.8K
|
15K
$3.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
174New |
$37.4K - $42.6K
|
174
$41.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
174+ 1.07% |
$37.4K - $42.6K
|
16.4K
$3.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
173+ 4.45% |
$37.2K - $42.4K
|
4.06K
$965K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
168+ 13.47% |
$36.1K - $41.1K
|
1.42K
$336K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
165+ 3.43% |
$35.5K - $40.4K
|
4.97K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
165New |
$35.5K - $40.4K
|
165
$39.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
164+ 2.79% |
$35.2K - $40.2K
|
6.05K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
158+ 3.58% |
$34K - $38.7K
|
4.57K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
156+ 1.96% |
$33.5K - $38.2K
|
8.12K
$1.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
155+ 5.18% |
$33.3K - $38K
|
3.15K
$748K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
152+ 0.41% |
$32.7K - $37.2K
|
37K
$8.79M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
151+ 31.07% |
$32.5K - $37K
|
637
$151K
|
|
|
Nov 12, 2025
Q3 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
150+ 27.27% |
$32.2K - $36.7K
|
700
$166K
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
150+ 17.58% |
$32.2K - $36.7K
|
1K
$238K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
145New |
$31.2K - $35.5K
|
145
$34.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
145+ 2.51% |
$31.2K - $35.5K
|
5.93K
$1.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
144+ 8.29% |
$30.9K - $35.3K
|
1.88K
$446K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
142+ 4.44% |
$30.5K - $34.8K
|
3.34K
$793K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
141+ 1.02% |
$30.3K - $34.5K
|
13.9K
$3.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
139+ 36.87% |
$29.9K - $34K
|
516
$123K
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
138+ 8.48% |
$29.7K - $33.8K
|
1.77K
$419K
|
|
|
Oct 31, 2025
Q3 2025
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
136+ 0.28% |
$29.2K - $33.3K
|
49.5K
$11.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
135+ 12.91% |
$29K - $33.1K
|
1.18K
$280K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
124+ 12.22% |
$26.7K - $30.4K
|
1.14K
$270K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
119+ 0.77% |
$25.6K - $29.1K
|
15.6K
$3.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
115+ 3.46% |
$24.7K - $28.2K
|
3.44K
$817K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
115+ 3.7% |
$24.7K - $28.2K
|
3.22K
$765K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
114New |
$24.5K - $27.9K
|
114
$27.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
112+ 4.65% |
$24.1K - $27.4K
|
2.52K
$598K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
110+ 0.46% |
$23.6K - $26.9K
|
24.2K
$5.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
108New |
$23.2K - $26.4K
|
108
$25.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
107+ 0.87% |
$23K - $26.2K
|
12.4K
$2.95M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
106+ 5.69% |
$22.8K - $26K
|
1.97K
$468K
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
106+ 3.09% |
$22.8K - $26K
|
3.53K
$839K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
106+ 3.53% |
$22.8K - $26K
|
3.11K
$738K
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
104+ 4.82% |
$22.4K - $25.5K
|
2.26K
$537K
|
|
|
Nov 13, 2025
Q3 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
103+ 1.29% |
$22.1K - $25.2K
|
8.08K
$1.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
103+ 3.31% |
$22.1K - $25.2K
|
3.21K
$763K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
103+ 0.58% |
$22.1K - $25.2K
|
17.9K
$4.24M
|
|