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
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-25- 0.1% |
$4.95K - $5.74K
|
25.3K
$5.52M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-96- 1.38% |
$19K - $22.1K
|
6.84K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.1MNew |
$218M - $252M
|
1.1M
$239M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-220- 1.69% |
$43.6K - $50.6K
|
12.8K
$2.79M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
172+ 4.99% |
$34.1K - $39.5K
|
3.62K
$789K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-215K- 10.17% |
$42.6M - $49.4M
|
1.9M
$414M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.16K+ 13.83% |
$229K - $266K
|
9.51K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 8.98% |
$405K - $470K
|
24.8K
$5.41M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
SELL
|
- |
-13- 0.26% |
$2.58K - $2.99K
|
4.91K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-57- 0.26% |
$11.3K - $13.1K
|
22.1K
$4.82M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-218K- 4.41% |
$43.2M - $50.1M
|
4.72M
$1.03B
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-1.25M- 10.68% |
$248M - $288M
|
10.5M
$2.28B
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.18K+ 7.21% |
$233K - $270K
|
17.5K
$3.82M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.08K+ 35.05% |
$215K - $249K
|
4.17K
$910K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
31.3K+ 0.78% |
$6.19M - $7.18M
|
4.05M
$884M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-926- 96.86% |
$183K - $213K
|
30
$6.54K
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
8.03K+ 83.77% |
$1.59M - $1.85M
|
17.6K
$3.84M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
10K+ 1.58% |
$1.98M - $2.3M
|
644K
$140M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-481- 1.59% |
$95.3K - $111K
|
29.8K
$6.49M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
150New |
$29.7K - $34.5K
|
150
$32.7K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.72K+ 84.36% |
$540K - $626K
|
5.95K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.07K+ 90.76% |
$411K - $476K
|
4.36K
$950K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
300+ 10.66% |
$59.4K - $68.9K
|
3.11K
$679K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.96K- 3.67% |
$389K - $451K
|
51.5K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-12.2K- 55.28% |
$2.42M - $2.81M
|
9.89K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
61+ 0.56% |
$12.1K - $14K
|
11.1K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.07K+ 84.63% |
$609K - $706K
|
6.7K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.39K+ 37.04% |
$870K - $1.01M
|
16.2K
$3.54M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
229+ 89.8% |
$45.4K - $52.6K
|
484
$106K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-58.1K- 8.84% |
$11.5M - $13.4M
|
600K
$131M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-10.6K- 90.25% |
$2.09M - $2.43M
|
1.14K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
114+ 5.91% |
$22.6K - $26.2K
|
2.04K
$445K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-882- 15.06% |
$175K - $203K
|
4.97K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-9- 0.77% |
$1.78K - $2.07K
|
1.16K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-270- 9.4% |
$53.5K - $62K
|
2.6K
$567K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
58.8KNew |
$11.6M - $13.5M
|
58.8K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
375New |
$74.3K - $86.2K
|
375
$81.8K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
143New |
$28.3K - $32.9K
|
143
$31.2K
|
|
|
May 12, 2025
Q1 2025
|
Neumeier Poma Investment Counsel LLC
|
BUY
|
- |
2.43KNew |
$480K - $557K
|
2.43K
$529K
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1- 0.07% |
$198 - $230
|
1.4K
$306K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
200New |
$39.6K - $46K
|
200
$43.6K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.55M+ 180.34% |
$307M - $357M
|
2.41M
$526M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
PUT |
-1.76M- 8.27% |
$349M - $405M
|
19.5M
$4.26B
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-60- 1.82% |
$11.9K - $13.8K
|
3.24K
$706K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.25K- 11.57% |
$248K - $288K
|
9.58K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
61+ 1.4% |
$12.1K - $14K
|
4.41K
$961K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.43K- 5.54% |
$283K - $329K
|
24.4K
$5.32M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
94+ 30.32% |
$18.6K - $21.6K
|
404
$88.1K
|
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
4.95K+ 317.66% |
$980K - $1.14M
|
6.5K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
PUT |
27.5K+ 220.0% |
$5.45M - $6.32M
|
40K
$8.72M
|