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 |
---|---|---|---|---|---|---|---|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-38- 2.36% |
$7.53K - $8.73K
|
1.57K
$343K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-744- 2.36% |
$147K - $171K
|
30.8K
$6.72M
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-184- 2.7% |
$36.5K - $42.3K
|
6.64K
$1.45M
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-20- 0.22% |
$3.96K - $4.6K
|
9.22K
$2.01M
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
3+ 0.29% |
$594 - $689
|
1.03K
$224K
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-5.56K- 14.72% |
$1.1M - $1.28M
|
32.2K
$7.02M
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-351- 0.42% |
$69.5K - $80.7K
|
84.2K
$18.4M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
809+ 9.59% |
$160K - $186K
|
9.24K
$2.02M
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-354- 11.34% |
$70.1K - $81.3K
|
2.77K
$603K
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-8.42K- 87.7% |
$1.67M - $1.94M
|
1.18K
$257K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-20.5K- 55.81% |
$4.07M - $4.72M
|
16.3K
$3.55M
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
51.1KNew |
$10.1M - $11.7M
|
51.1K
$11.1M
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
18.1KNew |
$3.59M - $4.16M
|
18.1K
$3.95M
|
|
May 19, 2025
Q1 2025
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
PUT |
-148K- 93.49% |
$29.3M - $34M
|
10.3K
$2.25M
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.3K+ 16.25% |
$258K - $299K
|
9.3K
$2.03M
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-4.77K- 51.9% |
$945K - $1.1M
|
4.42K
$964K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-191- 3.54% |
$37.8K - $43.9K
|
5.2K
$1.13M
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
33+ 15.87% |
$6.54K - $7.58K
|
241
$52.5K
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-22.4K- 82.92% |
$4.43M - $5.14M
|
4.6K
$1M
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
32+ 0.15% |
$6.34K - $7.35K
|
22K
$4.79M
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-619- 9.26% |
$123K - $142K
|
6.07K
$1.32M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
26+ 9.45% |
$5.15K - $5.97K
|
301
$65.6K
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-70- 11.36% |
$13.9K - $16.1K
|
546
$119K
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-79- 6.63% |
$15.6K - $18.2K
|
1.11K
$243K
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
108New |
$21.4K - $24.8K
|
108
$23.5K
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26.1M- 51.0% |
$5.18B - $6.01B
|
25.1M
$5.48B
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
20.7MNew |
$4.1B - $4.76B
|
20.7M
$4.51B
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
35+ 1.54% |
$6.93K - $8.04K
|
2.31K
$503K
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
PUT |
40KNew |
$7.92M - $9.19M
|
40K
$8.72M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.93K- 0.67% |
$778K - $902K
|
579K
$126M
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
PUT |
-108K- 9.92% |
$21.3M - $24.7M
|
977K
$213M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.27KNew |
$449K - $521K
|
2.27K
$494K
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
200K+ 171.21% |
$39.6M - $45.9M
|
317K
$69M
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
10+ 0.22% |
$1.98K - $2.3K
|
4.52K
$985K
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
45KNew |
$8.91M - $10.3M
|
45K
$9.81M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.31K+ 2.53% |
$458K - $531K
|
93.5K
$20.4M
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-5.67K- 35.06% |
$1.12M - $1.3M
|
10.5K
$2.29M
|
|
May 15, 2025
Q1 2025
|
Sabby Management, LLC
Upper Saddle River, NJ |
BUY
|
- |
13.2K+ 165.97% |
$2.61M - $3.03M
|
21.1K
$4.6M
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5+ 0.24% |
$991 - $1.15K
|
2.11K
$460K
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
10+ 0.21% |
$1.98K - $2.3K
|
4.77K
$1.04M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26.6K+ 23.98% |
$5.27M - $6.12M
|
138K
$30M
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-350- 71.43% |
$69.3K - $80.4K
|
140
$30.5K
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-140- 0.93% |
$27.7K - $32.2K
|
14.9K
$3.24M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.8K+ 3.04% |
$950K - $1.1M
|
163K
$35.4M
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-336- 10.37% |
$66.6K - $77.2K
|
2.9K
$633K
|
|
May 15, 2025
Q1 2025
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-9.31K- 72.36% |
$1.84M - $2.14M
|
3.55K
$775K
|
|
May 15, 2025
Q1 2025
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
PUT |
51.2KNew |
$10.1M - $11.8M
|
51.2K
$11.2M
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
1.79K+ 6.2% |
$355K - $412K
|
30.7K
$6.7M
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-165K- 92.66% |
$32.7M - $37.9M
|
13.1K
$2.85M
|
|
May 15, 2025
Q1 2025
|
Diameter Capital Partners LP
New York, NY |
BUY
|
PUT |
1MNew |
$198M - $230M
|
1M
$218M
|