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
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
16.1K+ 16.13% |
$3.2M - $3.71M
|
116K
$25.3M
|
|
|
May 14, 2025
Q1 2025
|
Broadwood Capital Inc
New York, NY |
SELL
|
- |
-45K- 8.66% |
$8.91M - $10.3M
|
475K
$104M
|
|
|
May 14, 2025
Q1 2025
|
Kettle Hill Capital Management, LLC
New York, NY |
SELL
|
- |
-34.6K- 50.34% |
$6.85M - $7.94M
|
34.1K
$7.43M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
PUT |
370New |
$73.3K - $85K
|
370
$80.7K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
68.5K+ 26.89% |
$13.6M - $15.7M
|
323K
$70.5M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
360+ 12.58% |
$71.3K - $82.7K
|
3.22K
$702K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
13+ 0.4% |
$2.58K - $2.99K
|
3.27K
$712K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
11New |
$2.18K - $2.53K
|
11
$2.4K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-479- 69.32% |
$94.9K - $110K
|
212
$46.2K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-1.5K- 89.23% |
$297K - $345K
|
181
$39.5K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-42- 2.43% |
$8.32K - $9.65K
|
1.69K
$368K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.86K+ 24.39% |
$765K - $888K
|
19.7K
$4.3M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8.58K+ 38.23% |
$1.7M - $1.97M
|
31K
$6.76M
|
|
|
May 13, 2025
Q1 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
BUY
|
PUT |
238New |
$47.1K - $54.7K
|
238
$51.9K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-282- 18.8% |
$55.9K - $64.8K
|
1.22K
$266K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
6+ 0.16% |
$1.19K - $1.38K
|
3.75K
$817K
|
|
|
May 13, 2025
Q1 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-7K- 48.71% |
$1.39M - $1.61M
|
7.37K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.32K- 9.03% |
$657K - $762K
|
33.4K
$7.28M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-934- 0.94% |
$185K - $215K
|
98.3K
$21.4M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
38.9K+ 27.37% |
$7.71M - $8.94M
|
181K
$39.5M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
PUT |
2.38KNew |
$471K - $546K
|
2.38K
$518K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-670- 6.31% |
$133K - $154K
|
9.95K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.88K- 2.31% |
$373K - $432K
|
79.5K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.21K- 2.12% |
$1.03M - $1.2M
|
241K
$52.4M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-289- 3.52% |
$57.3K - $66.4K
|
7.92K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-304- 1.56% |
$60.2K - $69.9K
|
19.1K
$4.17M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
109K+ 3.11% |
$21.6M - $25.1M
|
3.62M
$788M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-60K- 1.75% |
$11.9M - $13.8M
|
3.36M
$733M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.23K+ 22.89% |
$1.43M - $1.66M
|
38.8K
$8.46M
|
|
|
May 13, 2025
Q1 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
37.3KNew |
$7.39M - $8.58M
|
37.3K
$8.14M
|
|
|
May 13, 2025
Q1 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
CALL |
321K+ 1070.33% |
$63.6M - $73.8M
|
351K
$76.5M
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-6- 0.25% |
$1.19K - $1.38K
|
2.38K
$518K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
523+ 29.89% |
$104K - $120K
|
2.27K
$496K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-9.02K- 1.2% |
$1.79M - $2.07M
|
742K
$162M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
PUT |
-200- 2.56% |
$39.6K - $46K
|
7.6K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.4K- 42.5% |
$475K - $551K
|
3.24K
$707K
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-23- 0.06% |
$4.56K - $5.29K
|
38.4K
$8.37M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-798- 4.96% |
$158K - $183K
|
15.3K
$3.34M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-213- 5.63% |
$42.2K - $48.9K
|
3.57K
$779K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.6K+ 67.33% |
$514K - $597K
|
6.45K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.65K- 17.2% |
$327K - $380K
|
7.95K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.16K+ 4.08% |
$627K - $727K
|
80.7K
$17.6M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
39KNew |
$7.72M - $8.95M
|
39K
$8.49M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.95K- 19.09% |
$386K - $448K
|
8.27K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-232- 2.71% |
$46K - $53.3K
|
8.32K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-31- 1.84% |
$6.14K - $7.12K
|
1.65K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
500New |
$99.1K - $115K
|
500
$109K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-58.8K- 51.08% |
$11.7M - $13.5M
|
56.3K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-99- 6.16% |
$19.6K - $22.7K
|
1.51K
$329K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.01K- 4.78% |
$397K - $461K
|
40K
$8.72M
|