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 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
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-805- 6.19% |
$159K - $185K
|
12.2K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
76+ 6.73% |
$15.1K - $17.5K
|
1.21K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-148- 7.84% |
$29.3K - $34K
|
1.74K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-211- 9.13% |
$41.8K - $48.5K
|
2.1K
$458K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.16K+ 30.11% |
$625K - $725K
|
13.6K
$2.97M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.91M- 20.43% |
$775M - $898M
|
15.2M
$3.32B
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-512K- 4.49% |
$101M - $118M
|
10.9M
$2.37B
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-31.2K- 86.17% |
$6.18M - $7.17M
|
5.01K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
9+ 1.08% |
$1.78K - $2.07K
|
839
$183K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
58+ 5.45% |
$11.5K - $13.3K
|
1.12K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
243+ 9.18% |
$48.1K - $55.8K
|
2.89K
$630K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.21K- 10.72% |
$636K - $738K
|
26.7K
$5.83M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.05K+ 0.44% |
$208K - $241K
|
239K
$52.1M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.71K- 19.22% |
$536K - $622K
|
11.4K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.13K- 16.05% |
$223K - $259K
|
5.9K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.88K- 8.4% |
$967K - $1.12M
|
53.2K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-261K- 99.55% |
$51.8M - $60.1M
|
1.18K
$257K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-324- 0.84% |
$64.2K - $74.5K
|
38.1K
$8.31M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-9.7K- 34.28% |
$1.92M - $2.23M
|
18.6K
$4.05M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.95K- 4.57% |
$980K - $1.14M
|
103K
$22.5M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
145K+ 595.31% |
$28.7M - $33.3M
|
169K
$36.9M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-640- 14.85% |
$127K - $147K
|
3.67K
$800K
|
|
|
May 13, 2025
Q1 2025
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
PUT |
2.1KNew |
$416K - $483K
|
2.1K
$458K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-264- 5.2% |
$52.3K - $60.7K
|
4.82K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.39K- 31.27% |
$275K - $318K
|
3.05K
$664K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-3.57K- 13.58% |
$708K - $821K
|
22.7K
$4.96M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
250New |
$49.5K - $57.4K
|
250
$54.5K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
9+ 0.29% |
$1.78K - $2.07K
|
3.09K
$674K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
963+ 18.39% |
$191K - $221K
|
6.2K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-895- 7.34% |
$177K - $206K
|
11.3K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-11- 0.34% |
$2.18K - $2.53K
|
3.25K
$708K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
850+ 3.53% |
$168K - $195K
|
24.9K
$5.43M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-1.14K- 14.68% |
$225K - $262K
|
6.61K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-111K- 64.09% |
$22M - $25.5M
|
62.1K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-200- 1.97% |
$39.6K - $46K
|
9.95K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
218+ 4.55% |
$43.2K - $50.1K
|
5.01K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
12.4K+ 157.04% |
$2.46M - $2.86M
|
20.4K
$4.44M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
965+ 28.75% |
$191K - $222K
|
4.32K
$942K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
11+ 0.17% |
$2.18K - $2.53K
|
6.37K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
320+ 14.7% |
$63.4K - $73.5K
|
2.5K
$544K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
4.15K+ 1.97% |
$822K - $953K
|
214K
$46.7M
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
30+ 1.79% |
$5.94K - $6.89K
|
1.71K
$373K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.26K+ 5.53% |
$645K - $748K
|
62.2K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-58.3K- 75.6% |
$11.6M - $13.4M
|
18.8K
$4.1M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
213+ 1.89% |
$42.2K - $48.9K
|
11.5K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.55K+ 2.42% |
$1.89M - $2.19M
|
405K
$88.2M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
800New |
$158K - $184K
|
800
$174K
|