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 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-445- 3.62% |
$88.2K - $102K
|
11.8K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-228K- 60.33% |
$45.2M - $52.4M
|
150K
$32.7M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-22- 4.11% |
$4.36K - $5.06K
|
513
$112K
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-1.57K- 27.19% |
$312K - $361K
|
4.21K
$918K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
101+ 10.21% |
$20K - $23.2K
|
1.09K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
901+ 18.09% |
$178K - $207K
|
5.88K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-736- 8.66% |
$146K - $169K
|
7.76K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-30- 2.72% |
$5.94K - $6.89K
|
1.07K
$234K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-100- 5.71% |
$19.8K - $23K
|
1.65K
$360K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
595+ 5.86% |
$118K - $137K
|
10.8K
$2.34M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4.8K+ 2.03% |
$951K - $1.1M
|
241K
$52.6M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-4.02K- 19.28% |
$797K - $924K
|
16.8K
$3.67M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.26M+ 59.84% |
$448M - $520M
|
6.04M
$1.32B
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-126- 8.03% |
$25K - $29K
|
1.44K
$315K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
818+ 43.67% |
$162K - $188K
|
2.69K
$587K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-454- 12.6% |
$89.9K - $104K
|
3.15K
$687K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.6KNew |
$317K - $367K
|
1.6K
$349K
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-90- 9.89% |
$17.8K - $20.7K
|
820
$179K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-51- 0.97% |
$10.1K - $11.7K
|
5.19K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-12.1K- 91.68% |
$2.4M - $2.78M
|
1.1K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.06K- 64.14% |
$407K - $472K
|
1.15K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
45New |
$8.91K - $10.3K
|
45
$9.81K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.6K- 23.62% |
$317K - $367K
|
5.17K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Highbridge Capital Management LLC
New York, NY |
BUY
|
- |
468KNew |
$92.7M - $108M
|
468K
$102M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-830- 4.6% |
$164K - $191K
|
17.2K
$3.75M
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2.97K- 3.34% |
$588K - $682K
|
85.9K
$18.7M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-22- 0.19% |
$4.36K - $5.06K
|
11.3K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-340- 4.07% |
$67.4K - $78.1K
|
8.01K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-11.2K- 56.09% |
$2.21M - $2.56M
|
8.73K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-187- 10.15% |
$37K - $43K
|
1.66K
$361K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
70+ 5.92% |
$13.9K - $16.1K
|
1.25K
$273K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.9K+ 31.83% |
$574K - $666K
|
12K
$2.62M
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
196+ 6.12% |
$38.8K - $45K
|
3.4K
$741K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
324+ 22.91% |
$64.2K - $74.5K
|
1.74K
$379K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-56.8K- 94.8% |
$11.3M - $13.1M
|
3.12K
$680K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.84KNew |
$365K - $423K
|
1.84K
$402K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
11+ 0.22% |
$2.18K - $2.53K
|
5.02K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-7.19K- 9.57% |
$1.42M - $1.65M
|
68K
$14.8M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.84K- 48.23% |
$365K - $423K
|
1.98K
$431K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
3+ 0.27% |
$594 - $689
|
1.13K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.66K+ 68.77% |
$1.91M - $2.22M
|
23.7K
$5.17M
|
|
|
May 12, 2025
Q1 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$198 - $230
|
2.98K
$650K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
616+ 12.27% |
$122K - $142K
|
5.64K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-66- 29.33% |
$13.1K - $15.2K
|
159
$34.7K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-470- 8.04% |
$93.1K - $108K
|
5.38K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
17+ 0.08% |
$3.37K - $3.91K
|
20.3K
$4.43M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-45- 1.24% |
$8.91K - $10.3K
|
3.57K
$778K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
209+ 6.42% |
$41.4K - $48K
|
3.47K
$756K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-33- 0.16% |
$6.54K - $7.58K
|
21K
$4.58M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.6K- 2.61% |
$1.11M - $1.29M
|
209K
$45.5M
|