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 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-9.02K- 10.61% |
$1.58M - $1.95M
|
76K
$17.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-135- 45.76% |
$23.6K - $29.1K
|
160
$36.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-350- 11.67% |
$61.2K - $75.5K
|
2.65K
$599K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-62- 0.94% |
$10.8K - $13.4K
|
6.53K
$1.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-156- 2.73% |
$27.3K - $33.7K
|
5.57K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-1- 0.06% |
$175 - $216
|
1.73K
$391K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
57New |
$9.96K - $12.3K
|
57
$12.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-16.7K- 92.6% |
$2.92M - $3.6M
|
1.34K
$302K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.03K- 17.65% |
$355K - $438K
|
9.47K
$2.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
11+ 6.67% |
$1.92K - $2.37K
|
176
$39.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-30- 1.7% |
$5.24K - $6.47K
|
1.74K
$393K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.03% |
$175 - $216
|
3.7K
$836K
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
996+ 72.07% |
$174K - $215K
|
2.38K
$538K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-273- 2.96% |
$47.7K - $58.9K
|
8.94K
$2.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.93K- 12.31% |
$338K - $417K
|
13.8K
$3.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Cortland Associates Inc
|
BUY
|
- |
943New |
$165K - $203K
|
943
$213K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-13- 0.81% |
$2.27K - $2.81K
|
1.6K
$362K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.73KNew |
$302K - $373K
|
1.73K
$391K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-519- 19.12% |
$90.7K - $112K
|
2.2K
$497K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
91.8K+ 843.6% |
$16.1M - $19.8M
|
103K
$23.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-1.48K- 18.49% |
$258K - $319K
|
6.51K
$1.47M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-7- 0.95% |
$1.22K - $1.51K
|
731
$165K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-30- 16.13% |
$5.24K - $6.47K
|
156
$35.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-78- 2.2% |
$13.6K - $16.8K
|
3.47K
$784K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-305- 10.56% |
$53.3K - $65.8K
|
2.58K
$584K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-145- 19.46% |
$25.3K - $31.3K
|
600
$136K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-16- 0.88% |
$2.8K - $3.45K
|
1.79K
$406K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-907- 2.55% |
$159K - $196K
|
34.7K
$7.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
245+ 12.46% |
$42.8K - $52.9K
|
2.21K
$500K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-19- 1.3% |
$3.32K - $4.1K
|
1.45K
$327K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-1.26K- 25.71% |
$220K - $272K
|
3.64K
$824K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-4.39K- 24.7% |
$768K - $948K
|
13.4K
$3.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
978New |
$171K - $211K
|
978
$221K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-13.6K- 61.55% |
$2.37M - $2.93M
|
8.47K
$1.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
219KNew |
$38.3M - $47.2M
|
219K
$49.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.17K- 2.69% |
$204K - $252K
|
42.3K
$9.56M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
1.59KNew |
$277K - $342K
|
1.59K
$359K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
145+ 0.86% |
$25.3K - $31.3K
|
16.9K
$3.83M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-2.36K- 13.99% |
$413K - $510K
|
14.5K
$3.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.72K- 5.48% |
$301K - $372K
|
29.7K
$6.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-621- 1.61% |
$109K - $134K
|
37.9K
$8.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-50- 2.17% |
$8.74K - $10.8K
|
2.26K
$510K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
SELL
|
- |
-25- 0.81% |
$4.37K - $5.39K
|
3.07K
$694K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
25+ 0.86% |
$4.37K - $5.39K
|
2.94K
$664K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.99K- 18.55% |
$348K - $429K
|
8.74K
$1.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.27KNew |
$221K - $273K
|
1.27K
$286K
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
104+ 0.85% |
$18.2K - $22.4K
|
12.3K
$2.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
2+ 0.18% |
$350 - $432
|
1.1K
$249K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.01KNew |
$177K - $218K
|
1.01K
$228K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.31M- 32.88% |
$228M - $282M
|
2.66M
$603M
|