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
|
Arcus Capital Partners, LLC
|
BUY
|
- |
93+ 2.2% |
$20K - $22.8K
|
4.33K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
92+ 5.63% |
$19.8K - $22.5K
|
1.73K
$410K
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
90+ 0.63% |
$19.3K - $22K
|
14.4K
$3.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
90New |
$19.3K - $22K
|
90
$21.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
90+ 78.95% |
$19.3K - $22K
|
204
$48.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
90+ 1.53% |
$19.3K - $22K
|
5.98K
$1.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
89+ 7.4% |
$19.1K - $21.8K
|
1.29K
$307K
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
87+ 45.31% |
$18.7K - $21.3K
|
279
$66.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
87+ 0.41% |
$18.7K - $21.3K
|
21.4K
$5.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
86+ 2.14% |
$18.5K - $21.1K
|
4.1K
$974K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
85+ 3.58% |
$18.3K - $20.8K
|
2.46K
$584K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Ozk
|
BUY
|
- |
84+ 7.54% |
$18.1K - $20.6K
|
1.2K
$285K
|
|
|
Nov 04, 2025
Q3 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
83+ 5.53% |
$17.8K - $20.3K
|
1.59K
$376K
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
83+ 7.16% |
$17.8K - $20.3K
|
1.24K
$295K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
83+ 0.36% |
$17.8K - $20.3K
|
23.4K
$5.57M
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
82+ 0.89% |
$17.6K - $20.1K
|
9.27K
$2.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
81+ 1.53% |
$17.4K - $19.8K
|
5.36K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
80+ 1.45% |
$17.2K - $19.6K
|
5.61K
$1.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
80+ 3.95% |
$17.2K - $19.6K
|
2.1K
$499K
|
|
|
Oct 31, 2025
Q3 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
80+ 5.1% |
$17.2K - $19.6K
|
1.65K
$392K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
80+ 4.45% |
$17.2K - $19.6K
|
1.88K
$446K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
79+ 2.04% |
$17K - $19.3K
|
3.96K
$939K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
77New |
$16.5K - $18.9K
|
77
$18.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
75+ 22.12% |
$16.1K - $18.4K
|
414
$98.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
74+ 1.25% |
$15.9K - $18.1K
|
5.98K
$1.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
72+ 313.04% |
$15.5K - $17.6K
|
95
$22.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
72+ 5.86% |
$15.5K - $17.6K
|
1.3K
$309K
|
|
|
Nov 13, 2025
Q3 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
69+ 28.99% |
$14.8K - $16.9K
|
307
$72.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
68New |
$14.6K - $16.6K
|
68
$16.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
68+ 0.34% |
$14.6K - $16.6K
|
20.3K
$4.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
67+ 2.03% |
$14.4K - $16.4K
|
3.37K
$801K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
67+ 2.14% |
$14.4K - $16.4K
|
3.2K
$759K
|
|
|
Nov 14, 2025
Q3 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
65+ 0.1% |
$14K - $15.9K
|
64.5K
$15.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
65+ 3.87% |
$14K - $15.9K
|
1.75K
$415K
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
65+ 4.05% |
$14K - $15.9K
|
1.67K
$397K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
64+ 3.02% |
$13.8K - $15.7K
|
2.19K
$519K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
63+ 0.22% |
$13.5K - $15.4K
|
29.1K
$6.91M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
63+ 5.52% |
$13.5K - $15.4K
|
1.21K
$286K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
61+ 2.87% |
$13.1K - $14.9K
|
2.19K
$519K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
59+ 5.45% |
$12.7K - $14.4K
|
1.14K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
58+ 0.16% |
$12.5K - $14.2K
|
35.5K
$8.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
58+ 0.32% |
$12.5K - $14.2K
|
18.1K
$4.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
58+ 0.08% |
$12.5K - $14.2K
|
73K
$17.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
57+ 2.68% |
$12.3K - $14K
|
2.18K
$518K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
56+ 1.13% |
$12K - $13.7K
|
4.99K
$1.19M
|
|
|
Nov 21, 2025
Q3 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
55+ 85.94% |
$11.8K - $13.5K
|
119
$28.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
54+ 1.56% |
$11.6K - $13.2K
|
3.52K
$835K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
54+ 0.45% |
$11.6K - $13.2K
|
12K
$2.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
BUY
|
- |
52+ 0.7% |
$11.2K - $12.7K
|
7.51K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
50+ 3.93% |
$10.7K - $12.2K
|
1.32K
$314K
|
|