Latest Institutional Transactions on Ishares Russell 2000 ETF (IWM)
This table provides information on the latest institutional transactions involving Ishares Russell 2000 ETF (IWM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
374+ 8.5% |
$88.6K - $93.6K
|
4.78K
$1.13M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-13- 6.91% |
$3.08K - $3.25K
|
175
$41.6K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-37- 5.82% |
$8.76K - $9.26K
|
599
$142K
|
|
|
Jan 05, 2026
Q4 2025
|
Stairway Partners, LLC
|
BUY
|
- |
89K+ 27.22% |
$21.1M - $22.3M
|
416K
$98.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.27K+ 18.96% |
$300K - $317K
|
7.95K
$1.89M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
964New |
$228K - $241K
|
964
$229K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7+ 0.27% |
$1.66K - $1.75K
|
2.59K
$616K
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
987New |
$234K - $247K
|
987
$234K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-226- 21.3% |
$53.5K - $56.6K
|
835
$198K
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
7.39K+ 4.08% |
$1.75M - $1.85M
|
189K
$44.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
29.5K+ 60.21% |
$6.98M - $7.38M
|
78.5K
$18.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.68K- 1.94% |
$397K - $420K
|
84.6K
$20.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-191- 27.8% |
$45.2K - $47.8K
|
496
$118K
|
|
|
Jan 05, 2026
Q4 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
118+ 13.05% |
$27.9K - $29.5K
|
1.02K
$243K
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
SELL
|
- |
-14- 0.99% |
$3.32K - $3.5K
|
1.4K
$333K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-50- 4.11% |
$11.8K - $12.5K
|
1.17K
$277K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-20- 14.71% |
$4.74K - $5.01K
|
116
$27.5K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5+ 0.32% |
$1.18K - $1.25K
|
1.55K
$367K
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-30.6K- 10.73% |
$7.24M - $7.65M
|
254K
$60.4M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-26- 0.68% |
$6.16K - $6.51K
|
3.82K
$908K
|
|
| Q3 2025 | |||||||
|
Dec 19, 2025
Q3 2025
|
Finivi Inc.
Westborough, MA |
SELL
|
- |
-6- 0.52% |
$1.29K - $1.47K
|
1.16K
$275K
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-142- 1.62% |
$30.5K - $34.8K
|
8.64K
$2.05M
|
|
|
Dec 17, 2025
Q3 2025
|
Peterson Wealth Management
|
BUY
|
- |
3+ 0.27% |
$645 - $735
|
1.1K
$262K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.07K- 11.35% |
$230K - $262K
|
8.36K
$1.99M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.18K- 46.08% |
$683K - $778K
|
3.72K
$883K
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
308+ 212.41% |
$66.2K - $75.4K
|
453
$108K
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
475+ 7.58% |
$102K - $116K
|
6.74K
$1.6M
|
|
|
Dec 12, 2025
Q3 2025
|
Ctc LLC
|
SELL
|
- |
-184K- 35.1% |
$39.4M - $44.9M
|
339K
$80.6M
|
|
|
Dec 09, 2025
Q3 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.08K- 49.43% |
$447K - $509K
|
2.13K
$505K
|
|
|
Dec 08, 2025
Q3 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-2.33K- 68.99% |
$500K - $569K
|
1.05K
$248K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-9- 4.64% |
$1.93K - $2.2K
|
185
$43.9K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
200New |
$43K - $49K
|
200
$47.5K
|
|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
SELL
|
- |
-105- 7.29% |
$22.6K - $25.7K
|
1.34K
$317K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.61K- 26.73% |
$1.63M - $1.86M
|
20.8K
$4.95M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
5.33K+ 9.87% |
$1.15M - $1.3M
|
59.3K
$14.1M
|
|
|
Dec 01, 2025
Q3 2025
|
Greenhaven Road Investment Management, L.P.
Greenwich, CT |
BUY
|
PUT |
136K+ 100.0% |
$29.1M - $33.2M
|
271K
$64.4M
|
|
|
Dec 01, 2025
Q3 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
9.63K+ 92.08% |
$2.07M - $2.36M
|
20.1K
$4.77M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 66.23% |
$350K - $399K
|
830
$197K
|
|
|
Nov 25, 2025
Q3 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-5.18K- 6.83% |
$1.11M - $1.27M
|
70.6K
$16.8M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
102New |
$21.9K - $25K
|
102
$24.2K
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
232+ 3.33% |
$49.9K - $56.8K
|
7.2K
$1.71M
|
|
|
Nov 24, 2025
Q3 2025
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-3.03K- 65.83% |
$650K - $741K
|
1.57K
$373K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-24- 5.66% |
$5.16K - $5.88K
|
400
$95K
|
|
|
Nov 21, 2025
Q3 2025
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-140- 5.46% |
$30.1K - $34.3K
|
2.42K
$575K
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1+ 0.03% |
$215 - $245
|
3.25K
$771K
|
|
|
Nov 21, 2025
Q3 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
195+ 0.6% |
$41.9K - $47.7K
|
32.9K
$7.82M
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
SELL
|
- |
-305- 4.88% |
$65.6K - $74.7K
|
5.95K
$1.41M
|
|
|
Nov 21, 2025
Q3 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
55+ 85.94% |
$11.8K - $13.5K
|
119
$28.3K
|
|
|
Nov 21, 2025
Q3 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
CALL |
-889K- 23.95% |
$191M - $218M
|
2.82M
$671M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
39.5K+ 6.57% |
$8.49M - $9.67M
|
641K
$152M
|
|