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 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
622+ 3.18% |
$109K - $134K
|
20.2K
$4.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
39+ 0.31% |
$6.82K - $8.42K
|
12.6K
$2.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Washington Capital Management Inc
|
BUY
|
- |
2.86K+ 138.02% |
$501K - $618K
|
4.94K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
200+ 29.9% |
$35K - $43.2K
|
869
$189K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-122- 1.82% |
$21.3K - $26.3K
|
6.59K
$1.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-392- 0.73% |
$68.5K - $84.6K
|
53.5K
$11.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
100+ 1.26% |
$17.5K - $21.6K
|
8.05K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
35+ 2.58% |
$6.12K - $7.55K
|
1.39K
$303K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-619- 3.13% |
$108K - $134K
|
19.1K
$4.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-222- 32.31% |
$38.8K - $47.9K
|
465
$101K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2K+ 10.68% |
$349K - $431K
|
20.7K
$4.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
BUY
|
- |
83+ 0.52% |
$14.5K - $17.9K
|
16K
$3.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
7+ 0.25% |
$1.22K - $1.51K
|
2.77K
$604K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-11- 0.2% |
$1.92K - $2.37K
|
5.44K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-314- 1.13% |
$54.9K - $67.8K
|
27.5K
$6M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
PUT |
200New |
$35K - $43.2K
|
200
$43.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-230- 0.53% |
$40.2K - $49.6K
|
43.1K
$9.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.81K- 2.67% |
$491K - $606K
|
102K
$22.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-37.6K- 12.97% |
$6.57M - $8.11M
|
252K
$55M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
SELL
|
- |
-25- 1.73% |
$4.37K - $5.39K
|
1.42K
$309K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-153- 16.94% |
$26.7K - $33K
|
750
$164K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.91KNew |
$509K - $628K
|
2.91K
$634K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
4.64K+ 12.57% |
$812K - $1M
|
41.6K
$9.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7.11K+ 2.02% |
$1.24M - $1.53M
|
359K
$78.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.26K- 3.94% |
$220K - $271K
|
30.6K
$6.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-134- 2.74% |
$23.4K - $28.9K
|
4.76K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
SELL
|
- |
-5.09K- 75.29% |
$891K - $1.1M
|
1.67K
$365K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-100- 6.12% |
$17.5K - $21.6K
|
1.53K
$334K
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
39.2KNew |
$6.86M - $8.47M
|
39.2K
$8.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-98- 1.43% |
$17.1K - $21.1K
|
6.76K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-389- 1.71% |
$68K - $83.9K
|
22.4K
$4.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-2.48K- 4.24% |
$433K - $535K
|
56K
$12.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
11.4KNew |
$1.99M - $2.46M
|
11.4K
$2.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-264- 18.41% |
$46.2K - $57K
|
1.17K
$255K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.37KNew |
$239K - $295K
|
1.37K
$298K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-309- 15.85% |
$54K - $66.7K
|
1.64K
$358K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.15K- 17.12% |
$375K - $463K
|
10.4K
$2.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-273- 4.19% |
$47.7K - $58.9K
|
6.25K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
675+ 6.22% |
$118K - $146K
|
11.5K
$2.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-7.64K- 4.02% |
$1.34M - $1.65M
|
182K
$39.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
102+ 5.48% |
$17.8K - $22K
|
1.96K
$428K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
2.13K+ 11.65% |
$372K - $459K
|
20.4K
$4.45M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
4.1K+ 52.7% |
$716K - $884K
|
11.9K
$2.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
2.65KNew |
$463K - $572K
|
2.65K
$578K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-18.6K- 28.68% |
$3.24M - $4M
|
46.1K
$10.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
1KNew |
$175K - $216K
|
1K
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-360- 4.74% |
$62.9K - $77.7K
|
7.24K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
12.2KNew |
$2.13M - $2.63M
|
12.2K
$2.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-38- 0.61% |
$6.64K - $8.2K
|
6.24K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
365+ 23.49% |
$63.8K - $78.8K
|
1.92K
$418K
|