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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-125- 21.55% |
$21.9K - $27K
|
455
$99.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.6K- 28.01% |
$455K - $561K
|
6.68K
$1.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-103K- 7.87% |
$18M - $22.2M
|
1.2M
$262M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-49.6K- 15.69% |
$8.67M - $10.7M
|
266K
$58.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.01K+ 7.86% |
$177K - $218K
|
13.9K
$3.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-64- 6.01% |
$11.2K - $13.8K
|
1K
$218K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
927New |
$162K - $200K
|
927
$202K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
973New |
$170K - $210K
|
973
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
966New |
$169K - $208K
|
966
$211K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-331- 85.31% |
$57.9K - $71.4K
|
57
$12.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-229- 3.47% |
$40K - $49.4K
|
6.36K
$1.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
213+ 4.46% |
$37.2K - $46K
|
4.99K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-144- 0.45% |
$25.2K - $31.1K
|
32K
$6.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.04K- 18.49% |
$183K - $225K
|
4.6K
$1M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-95- 4.2% |
$16.6K - $20.5K
|
2.17K
$473K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-1.02KClosed |
$178K - $219K
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
24+ 5.13% |
$4.2K - $5.18K
|
492
$107K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-79.3K- 54.53% |
$13.9M - $17.1M
|
66.1K
$14.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
38+ 2.18% |
$6.64K - $8.2K
|
1.79K
$389K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.41K+ 72.47% |
$771K - $951K
|
10.5K
$2.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
PUT |
7.3K+ 35.44% |
$1.28M - $1.58M
|
27.9K
$6.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-110- 7.04% |
$19.2K - $23.7K
|
1.45K
$317K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-4.11K- 99.61% |
$718K - $887K
|
16
$3.49K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-683- 33.4% |
$119K - $147K
|
1.36K
$297K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.32K+ 66.84% |
$405K - $500K
|
5.78K
$1.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
65+ 1.31% |
$11.4K - $14K
|
5.04K
$1.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.58K- 21.89% |
$975K - $1.2M
|
19.9K
$4.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
997New |
$174K - $215K
|
997
$217K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
603+ 0.83% |
$105K - $130K
|
73.6K
$16.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.42K+ 11.87% |
$248K - $306K
|
13.4K
$2.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
9.21K+ 278.3% |
$1.61M - $1.99M
|
12.5K
$2.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-5.42K- 21.13% |
$948K - $1.17M
|
20.2K
$4.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-16.9K- 25.01% |
$2.95M - $3.64M
|
50.6K
$11M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.54K+ 8.19% |
$269K - $332K
|
20.3K
$4.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-640- 37.49% |
$112K - $138K
|
1.07K
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
106+ 6.08% |
$18.5K - $22.9K
|
1.85K
$403K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-236- 6.85% |
$41.3K - $50.9K
|
3.21K
$700K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
315+ 1.22% |
$55.1K - $68K
|
26.2K
$5.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-7- 0.34% |
$1.22K - $1.51K
|
2.04K
$444K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
74+ 2.16% |
$12.9K - $16K
|
3.5K
$764K
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
250+ 1.11% |
$43.7K - $53.9K
|
22.8K
$4.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-457- 8.91% |
$79.9K - $98.6K
|
4.67K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
797+ 78.6% |
$139K - $172K
|
1.81K
$395K
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-9.77K- 14.67% |
$1.71M - $2.11M
|
56.8K
$12.4M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-154- 4.36% |
$26.9K - $33.2K
|
3.38K
$736K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.15K- 3.95% |
$200K - $247K
|
27.9K
$6.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-2- 0.09% |
$350 - $432
|
2.31K
$504K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
283+ 79.72% |
$49.5K - $61.1K
|
638
$139K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
29+ 0.32% |
$5.07K - $6.26K
|
9.06K
$1.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.3% |
$350 - $432
|
672
$147K
|