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 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
24.3K+ 62.95% |
$4.81M - $5.58M
|
62.9K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Compass Rose Asset Management, LP
New York, NY |
BUY
|
- |
125KNew |
$24.8M - $28.7M
|
125K
$27.3M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
3+ 0.25% |
$594 - $689
|
1.19K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-176- 4.44% |
$34.9K - $40.4K
|
3.79K
$826K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-450K- 15.71% |
$89.2M - $104M
|
2.42M
$527M
|
|
|
May 14, 2025
Q1 2025
|
Verger Capital Management LLC
|
BUY
|
- |
1.81K+ 7.28% |
$359K - $416K
|
26.7K
$5.82M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.6K- 10.17% |
$4.09M - $4.74M
|
182K
$39.7M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-253- 0.89% |
$50.1K - $58.1K
|
28.1K
$6.12M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
976K+ 424.14% |
$193M - $224M
|
1.21M
$263M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
2.93M+ 377.42% |
$579M - $672M
|
3.7M
$807M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-27.7K- 31.37% |
$5.48M - $6.36M
|
60.6K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.22K+ 29.28% |
$439K - $509K
|
9.78K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.18K- 69.4% |
$828K - $960K
|
1.84K
$402K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
867+ 7.93% |
$172K - $199K
|
11.8K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Birnam Oak Advisors, LP
New York, NY |
BUY
|
PUT |
38KNew |
$7.53M - $8.73M
|
38K
$8.28M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-264- 13.33% |
$52.3K - $60.7K
|
1.72K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-427- 22.2% |
$84.6K - $98.1K
|
1.5K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
76+ 0.55% |
$15.1K - $17.5K
|
14K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
888K+ 286.89% |
$176M - $204M
|
1.2M
$261M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-350- 11.86% |
$69.3K - $80.4K
|
2.6K
$567K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
22.4K+ 261.61% |
$4.43M - $5.14M
|
30.9K
$6.74M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-417K- 21.51% |
$82.6M - $95.8M
|
1.52M
$331M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
PUT |
35.2KNew |
$6.97M - $8.09M
|
35.2K
$7.67M
|
|
|
May 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
10.9KNew |
$2.16M - $2.5M
|
10.9K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-988- 12.69% |
$196K - $227K
|
6.8K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
PUT |
35+ 30.43% |
$6.93K - $8.04K
|
150
$32.7K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-1.88K- 19.9% |
$372K - $432K
|
7.56K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.2K- 27.19% |
$435K - $505K
|
5.88K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
188+ 15.11% |
$37.2K - $43.2K
|
1.43K
$312K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
545+ 36.7% |
$108K - $125K
|
2.03K
$443K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.99K- 30.1% |
$790K - $916K
|
9.26K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-120- 3.81% |
$23.8K - $27.6K
|
3.03K
$660K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-112- 1.85% |
$22.2K - $25.7K
|
5.94K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.39K- 31.41% |
$275K - $319K
|
3.04K
$662K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-686- 4.33% |
$136K - $158K
|
15.2K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
653K+ 194.2% |
$129M - $150M
|
990K
$216M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.04K- 8.58% |
$800K - $927K
|
43K
$9.38M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-700- 18.63% |
$139K - $161K
|
3.06K
$666K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-15- 1.33% |
$2.97K - $3.45K
|
1.12K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
3.41K+ 101.55% |
$675K - $782K
|
6.76K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-70- 1.59% |
$13.9K - $16.1K
|
4.33K
$943K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.21% |
$198 - $230
|
486
$106K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-26.9K- 78.04% |
$5.34M - $6.19M
|
7.58K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.8K+ 2.31% |
$4.12M - $4.78M
|
923K
$201M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
605+ 47.6% |
$120K - $139K
|
1.88K
$409K
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-84- 2.19% |
$16.6K - $19.3K
|
3.76K
$819K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
5.18KNew |
$1.03M - $1.19M
|
5.18K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63.2K+ 14.25% |
$12.5M - $14.5M
|
507K
$111M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.15K- 14.17% |
$228K - $264K
|
6.96K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-261- 11.28% |
$51.7K - $60K
|
2.05K
$447K
|