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 06, 2025
Q3 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
4+ 0.3% |
$860 - $979
|
1.34K
$318K
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
4+ 0.04% |
$860 - $979
|
10.5K
$2.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.3% |
$860 - $979
|
1.34K
$318K
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
4+ 0.14% |
$860 - $979
|
2.9K
$688K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
4+ 0.09% |
$860 - $979
|
4.64K
$1.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4+ 0.12% |
$860 - $979
|
3.4K
$807K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4+ 0.15% |
$860 - $979
|
2.74K
$650K
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.35% |
$860 - $979
|
1.13K
$269K
|
|
|
Dec 17, 2025
Q3 2025
|
Peterson Wealth Management
|
BUY
|
- |
3+ 0.27% |
$645 - $735
|
1.1K
$262K
|
|
|
Nov 12, 2025
Q3 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
3+ 0.2% |
$645 - $735
|
1.5K
$356K
|
|
|
Nov 10, 2025
Q3 2025
|
Aaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.11% |
$645 - $735
|
2.79K
$661K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
3+ 1.44% |
$645 - $735
|
211
$50.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 0.57% |
$645 - $735
|
528
$125K
|
|
|
Oct 22, 2025
Q3 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3+ 0.33% |
$645 - $735
|
925
$220K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.02% |
$430 - $490
|
12K
$2.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.32% |
$430 - $490
|
620
$147K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2+ 0.16% |
$430 - $490
|
1.26K
$299K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2+ 0.09% |
$430 - $490
|
2.31K
$549K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.19% |
$430 - $490
|
1.06K
$252K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$430 - $490
|
2.67K
$635K
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1+ 0.03% |
$215 - $245
|
3.25K
$771K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.09% |
$215 - $245
|
1.12K
$266K
|
|
|
Nov 14, 2025
Q3 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1+ 0.14% |
$215 - $245
|
704
$167K
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1+ 0.03% |
$215 - $245
|
3K
$713K
|
|
|
Nov 13, 2025
Q3 2025
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
1+ 0.01% |
$215 - $245
|
11K
$2.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.07% |
$215 - $245
|
1.47K
$349K
|
|
|
Nov 12, 2025
Q3 2025
|
Geneva Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$215 - $245
|
1.88K
$446K
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1+ 0.01% |
$215 - $245
|
8K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.2% |
$215 - $245
|
503
$119K
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1+ 0.01% |
$215 - $245
|
9.71K
$2.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1+ 0.41% |
$215 - $245
|
244
$57.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1+ 0.1% |
$215 - $245
|
1.03K
$246K
|
|
|
Nov 10, 2025
Q3 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1+ 0.07% |
$215 - $245
|
1.51K
$359K
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$215 - $245
|
4.28K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$215 - $245
|
1
$237
|
|
|
Nov 06, 2025
Q3 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1+ 0.03% |
$215 - $245
|
3.86K
$917K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.28% |
$215 - $245
|
361
$85.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.6% |
$215 - $245
|
167
$39.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.07% |
$215 - $245
|
1.4K
$332K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.11% |
$215 - $245
|
936
$222K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$215 - $245
|
1.35K
$322K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.06% |
$215 - $245
|
1.62K
$385K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1+ 0.05% |
$215 - $245
|
1.97K
$467K
|
|
|
Oct 22, 2025
Q3 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1+ 0.03% |
$215 - $245
|
3.44K
$818K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$215 - $245
|
965
$229K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.06% |
$215 - $245
|
1.65K
$391K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.09% |
$215 - $245
|
1.1K
$262K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
PUT |
75.5MNew |
$13.2B - $16.3B
|
75.5M
$17.9B
|
|
|
Aug 14, 2025
Q2 2025
|
Rokos Capital Management LLP
London, X0 |
BUY
|
PUT |
8.63M+ 157.69% |
$1.51B - $1.86B
|
14.1M
$3.35B
|
|
|
Aug 14, 2025
Q2 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
5.7MNew |
$996M - $1.23B
|
5.7M
$1.35B
|
|