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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
BUY
|
- |
62+ 0.9% |
$14.7K - $15.5K
|
6.96K
$1.65M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
56+ 0.36% |
$13.3K - $14K
|
15.8K
$3.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
53+ 4.94% |
$12.5K - $13.3K
|
1.13K
$267K
|
|
|
Jan 22, 2026
Q4 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
52+ 2.06% |
$12.3K - $13K
|
2.58K
$613K
|
|
|
Jan 23, 2026
Q4 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
51+ 5.37% |
$12.1K - $12.8K
|
1K
$237K
|
|
|
Jan 22, 2026
Q4 2025
|
Parthenon LLC
|
BUY
|
- |
50+ 1.05% |
$11.8K - $12.5K
|
4.8K
$1.14M
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
50+ 3.76% |
$11.8K - $12.5K
|
1.38K
$327K
|
|
|
Jan 12, 2026
Q4 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
50+ 0.66% |
$11.8K - $12.5K
|
7.62K
$1.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
41+ 0.81% |
$9.71K - $10.3K
|
5.1K
$1.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
38+ 0.26% |
$9K - $9.51K
|
14.6K
$3.46M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
37+ 0.75% |
$8.76K - $9.26K
|
4.97K
$1.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
34+ 2.19% |
$8.05K - $8.51K
|
1.59K
$377K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
34+ 3.11% |
$8.05K - $8.51K
|
1.13K
$268K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
32+ 1.08% |
$7.58K - $8.01K
|
3K
$713K
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
31+ 0.41% |
$7.34K - $7.76K
|
7.52K
$1.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.13% |
$7.34K - $7.76K
|
23.7K
$5.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
30+ 0.69% |
$7.1K - $7.51K
|
4.35K
$1.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
28+ 2.88% |
$6.63K - $7.01K
|
1K
$238K
|
|
|
Jan 09, 2026
Q4 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
27+ 1.81% |
$6.39K - $6.76K
|
1.52K
$361K
|
|
|
Jan 12, 2026
Q4 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
25+ 0.44% |
$5.92K - $6.26K
|
5.76K
$1.37M
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
24+ 2.17% |
$5.68K - $6.01K
|
1.13K
$268K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
21+ 6.84% |
$4.97K - $5.26K
|
328
$77.9K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
21+ 1.04% |
$4.97K - $5.26K
|
2.03K
$482K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
20+ 1.78% |
$4.74K - $5.01K
|
1.14K
$271K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
20+ 1.37% |
$4.74K - $5.01K
|
1.48K
$351K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
16+ 0.65% |
$3.79K - $4.01K
|
2.46K
$584K
|
|
|
Jan 14, 2026
Q4 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
16+ 0.32% |
$3.79K - $4.01K
|
4.94K
$1.17M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
16+ 1.09% |
$3.79K - $4.01K
|
1.49K
$354K
|
|
|
Jan 14, 2026
Q4 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
15+ 0.98% |
$3.55K - $3.75K
|
1.55K
$369K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12+ 0.55% |
$2.84K - $3K
|
2.18K
$517K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
12+ 0.34% |
$2.84K - $3K
|
3.58K
$849K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.33% |
$2.37K - $2.5K
|
3.01K
$715K
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
10+ 0.31% |
$2.37K - $2.5K
|
3.28K
$779K
|
|
|
Jan 14, 2026
Q4 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
10+ 1.14% |
$2.37K - $2.5K
|
886
$210K
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
10+ 0.3% |
$2.37K - $2.5K
|
3.34K
$793K
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.34% |
$1.66K - $1.75K
|
2.06K
$488K
|
|
|
Jan 22, 2026
Q4 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
7+ 0.5% |
$1.66K - $1.75K
|
1.42K
$337K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
7+ 0.55% |
$1.66K - $1.75K
|
1.29K
$306K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7+ 0.27% |
$1.66K - $1.75K
|
2.59K
$616K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
5+ 0.26% |
$1.18K - $1.25K
|
1.95K
$463K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5+ 0.32% |
$1.18K - $1.25K
|
1.55K
$367K
|
|
|
Jan 21, 2026
Q4 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.11% |
$947 - $1K
|
3.78K
$898K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4+ 0.26% |
$947 - $1K
|
1.53K
$362K
|
|
|
Jan 21, 2026
Q4 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
3+ 0.35% |
$710 - $751
|
866
$206K
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3+ 0.21% |
$710 - $751
|
1.42K
$338K
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
3+ 0.34% |
$710 - $751
|
878
$209K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3+ 0.09% |
$710 - $751
|
3.52K
$837K
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2+ 0.09% |
$474 - $501
|
2.15K
$510K
|
|
|
Jan 21, 2026
Q4 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2+ 0.08% |
$474 - $501
|
2.65K
$630K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2+ 0.17% |
$474 - $501
|
1.2K
$285K
|
|