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 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
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
50+ 3.74% |
$10.7K - $12.2K
|
1.39K
$330K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
50+ 8.13% |
$10.7K - $12.2K
|
665
$158K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
50+ 0.2% |
$10.7K - $12.2K
|
24.7K
$5.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
49+ 1.02% |
$10.5K - $12K
|
4.85K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
48+ 8.08% |
$10.3K - $11.8K
|
642
$152K
|
|
|
Nov 14, 2025
Q3 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
45+ 32.14% |
$9.67K - $11K
|
185
$43.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
45+ 4.09% |
$9.67K - $11K
|
1.14K
$272K
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
43+ 0.2% |
$9.24K - $10.5K
|
21.4K
$5.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
42+ 76.36% |
$9.03K - $10.3K
|
97
$23K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
40+ 13.33% |
$8.6K - $9.79K
|
340
$80.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
39+ 0.2% |
$8.38K - $9.55K
|
19.2K
$4.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
39+ 0.9% |
$8.38K - $9.55K
|
4.38K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
38+ 1.54% |
$8.17K - $9.3K
|
2.5K
$594K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
38+ 0.12% |
$8.17K - $9.3K
|
30.6K
$7.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
37+ 1.49% |
$7.95K - $9.06K
|
2.52K
$597K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
37+ 0.66% |
$7.95K - $9.06K
|
5.67K
$1.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
37New |
$7.95K - $9.06K
|
37
$8.79K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
37+ 154.17% |
$7.95K - $9.06K
|
61
$14.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
36+ 2.03% |
$7.74K - $8.81K
|
1.81K
$430K
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
36+ 3.19% |
$7.74K - $8.81K
|
1.16K
$276K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
34+ 0.28% |
$7.31K - $8.32K
|
12.1K
$2.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
33+ 1.16% |
$7.09K - $8.08K
|
2.87K
$682K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
33+ 0.94% |
$7.09K - $8.08K
|
3.54K
$840K
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
31+ 34.07% |
$6.66K - $7.59K
|
122
$29K
|
|
|
Nov 13, 2025
Q3 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
31+ 0.26% |
$6.66K - $7.59K
|
11.9K
$2.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
31+ 0.34% |
$6.66K - $7.59K
|
9.23K
$2.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
30+ 0.44% |
$6.45K - $7.35K
|
6.88K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
30+ 0.28% |
$6.45K - $7.35K
|
10.8K
$2.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
30+ 0.21% |
$6.45K - $7.35K
|
14.3K
$3.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
30+ 31.91% |
$6.45K - $7.35K
|
124
$29.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
30+ 2.27% |
$6.45K - $7.35K
|
1.35K
$321K
|
|