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 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
26+ 0.27% |
$5.59K - $6.37K
|
9.7K
$2.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
25+ 1.53% |
$5.37K - $6.12K
|
1.66K
$394K
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
25+ 1.2% |
$5.37K - $6.12K
|
2.11K
$502K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
25+ 1.65% |
$5.37K - $6.12K
|
1.54K
$365K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
25New |
$5.37K - $6.12K
|
25
$5.94K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
25+ 1.02% |
$5.37K - $6.12K
|
2.48K
$590K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
24+ 3.92% |
$5.16K - $5.88K
|
636
$151K
|
|
|
Nov 10, 2025
Q3 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
24+ 2.48% |
$5.16K - $5.88K
|
991
$235K
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
BUY
|
- |
23+ 0.52% |
$4.94K - $5.63K
|
4.44K
$1.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
22+ 1.38% |
$4.73K - $5.39K
|
1.62K
$385K
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
21+ 1.4% |
$4.51K - $5.14K
|
1.52K
$362K
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
21+ 0.72% |
$4.51K - $5.14K
|
2.96K
$702K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
20New |
$4.3K - $4.9K
|
20
$4.75K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
20+ 1.3% |
$4.3K - $4.9K
|
1.55K
$369K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
19+ 1.08% |
$4.08K - $4.65K
|
1.78K
$423K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
19+ 1.98% |
$4.08K - $4.65K
|
977
$232K
|
|
|
Nov 13, 2025
Q3 2025
|
Resolute Advisors LLC
|
BUY
|
- |
18+ 0.13% |
$3.87K - $4.41K
|
14K
$3.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
17+ 0.95% |
$3.65K - $4.16K
|
1.8K
$428K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
16+ 3.44% |
$3.44K - $3.92K
|
481
$114K
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
16+ 0.07% |
$3.44K - $3.92K
|
24.4K
$5.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
15+ 1.58% |
$3.22K - $3.67K
|
964
$229K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
15+ 0.24% |
$3.22K - $3.67K
|
6.22K
$1.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
14+ 1.12% |
$3.01K - $3.43K
|
1.27K
$300K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
13+ 0.1% |
$2.79K - $3.18K
|
13.2K
$3.14M
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
13+ 0.29% |
$2.79K - $3.18K
|
4.43K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
12+ 0.25% |
$2.58K - $2.94K
|
4.73K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
11+ 0.04% |
$2.36K - $2.69K
|
31.1K
$7.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
11+ 0.3% |
$2.36K - $2.69K
|
3.67K
$871K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11+ 0.16% |
$2.36K - $2.69K
|
7.06K
$1.68M
|
|
|
Nov 17, 2025
Q3 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
10+ 0.05% |
$2.15K - $2.45K
|
19.3K
$4.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
10+ 0.79% |
$2.15K - $2.45K
|
1.27K
$301K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
10+ 0.89% |
$2.15K - $2.45K
|
1.13K
$269K
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
9+ 0.06% |
$1.93K - $2.2K
|
14.1K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
8+ 0.21% |
$1.72K - $1.96K
|
3.91K
$928K
|
|
|
Nov 19, 2025
Q3 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
7+ 0.1% |
$1.5K - $1.71K
|
6.97K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
7+ 0.16% |
$1.5K - $1.71K
|
4.37K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7+ 0.26% |
$1.5K - $1.71K
|
2.71K
$643K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7+ 1.25% |
$1.5K - $1.71K
|
565
$134K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
7+ 0.23% |
$1.5K - $1.71K
|
3.1K
$737K
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
7+ 0.67% |
$1.5K - $1.71K
|
1.05K
$250K
|
|
|
Nov 12, 2025
Q3 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6+ 0.28% |
$1.29K - $1.47K
|
2.12K
$503K
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
6+ 0.29% |
$1.29K - $1.47K
|
2.06K
$488K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
6+ 4.65% |
$1.29K - $1.47K
|
135
$32.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$1.29K - $1.47K
|
5.29K
$1.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
6New |
$1.29K - $1.47K
|
6
$1.42K
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
5+ 0.24% |
$1.07K - $1.22K
|
2.07K
$490K
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
5+ 0.27% |
$1.07K - $1.22K
|
1.88K
$446K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
BUY
|
- |
5+ 0.14% |
$1.07K - $1.22K
|
3.67K
$870K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
5+ 0.02% |
$1.07K - $1.22K
|
27.8K
$6.59M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.16% |
$1.07K - $1.22K
|
3.16K
$751K
|
|