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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
150New |
$26.2K - $32.4K
|
150
$35.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
137+ 5.88% |
$24K - $29.6K
|
2.47K
$586K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
131New |
$22.9K - $28.3K
|
131
$31.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
130+ 5.31% |
$22.7K - $28.1K
|
2.58K
$612K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
129+ 7.44% |
$22.6K - $27.8K
|
1.86K
$443K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
120New |
$21K - $25.9K
|
120
$28.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
108+ 7.16% |
$18.9K - $23.3K
|
1.62K
$384K
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
105New |
$18.4K - $22.7K
|
105
$24.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
104+ 3.31% |
$18.2K - $22.4K
|
3.25K
$771K
|
|
|
Aug 14, 2025
Q2 2025
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
100New |
$17.5K - $21.6K
|
100
$23.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
100+ 5.43% |
$17.5K - $21.6K
|
1.94K
$461K
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
97+ 5.83% |
$17K - $20.9K
|
1.76K
$418K
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
96+ 0.51% |
$16.8K - $20.7K
|
19K
$4.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
94+ 12.19% |
$16.4K - $20.3K
|
865
$205K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
71+ 7100.0% |
$12.4K - $15.3K
|
72
$17.1K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
70+ 23.26% |
$12.2K - $15.1K
|
371
$88.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
57New |
$9.96K - $12.3K
|
57
$13.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
49New |
$8.57K - $10.6K
|
49
$11.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
41+ 2.88% |
$7.17K - $8.85K
|
1.46K
$348K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
40+ 4.49% |
$6.99K - $8.63K
|
930
$221K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
40New |
$6.99K - $8.63K
|
40
$9.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Verger Capital Management LLC
|
BUY
|
- |
34+ 0.13% |
$5.94K - $7.34K
|
26.7K
$6.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
32+ 0.15% |
$5.59K - $6.91K
|
21.5K
$5.11M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
32+ 19.28% |
$5.59K - $6.91K
|
198
$47K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
31+ 0.62% |
$5.42K - $6.69K
|
5.05K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
30+ 1.69% |
$5.24K - $6.47K
|
1.8K
$428K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
25+ 0.86% |
$4.37K - $5.39K
|
2.94K
$697K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
24New |
$4.2K - $5.18K
|
24
$5.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
22+ 26.83% |
$3.85K - $4.75K
|
104
$24.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
22+ 1.55% |
$3.85K - $4.75K
|
1.45K
$343K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
20New |
$3.5K - $4.32K
|
20
$4.75K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17+ 1.44% |
$2.97K - $3.67K
|
1.2K
$285K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
16New |
$2.8K - $3.45K
|
16
$3.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
16+ 14.55% |
$2.8K - $3.45K
|
126
$29.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
15New |
$2.62K - $3.24K
|
15
$3.56K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12+ 3.18% |
$2.1K - $2.59K
|
389
$92.4K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.84% |
$1.75K - $2.16K
|
1.2K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
8+ 0.63% |
$1.4K - $1.73K
|
1.28K
$304K
|
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
7+ 0.13% |
$1.22K - $1.51K
|
5.25K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
7+ 0.25% |
$1.22K - $1.51K
|
2.77K
$658K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
6New |
$1.05K - $1.29K
|
6
$1.42K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
5+ 0.21% |
$874 - $1.08K
|
2.36K
$559K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
4New |
$699 - $863
|
4
$950
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
3+ 0.29% |
$524 - $647
|
1.03K
$245K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$524 - $647
|
1.76K
$418K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.51% |
$175 - $216
|
199
$47.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Brooklands Fund Management LTD
London, X0 |
BUY
|
CALL |
1New |
$175 - $216
|
1
$237
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.24% |
$175 - $216
|
423
$100K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$175 - $216
|
3.62K
$860K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.14% |
$175 - $216
|
700
$166K
|
|