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
|
Sandy Spring Bank
|
SELL
|
- |
-463- 3.98% |
$91.7K - $106K
|
11.2K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-2.07K- 43.65% |
$410K - $476K
|
2.68K
$583K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-38.3K- 96.96% |
$7.58M - $8.79M
|
1.2K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.25K- 2.06% |
$247K - $287K
|
59.5K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
6.03K+ 4.83% |
$1.19M - $1.39M
|
131K
$28.5M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-903- 36.95% |
$179K - $208K
|
1.54K
$336K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.1K- 6.72% |
$416K - $483K
|
29.2K
$6.36M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.68K+ 19.56% |
$532K - $617K
|
16.4K
$3.57M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3- 0.09% |
$594 - $689
|
3.38K
$736K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.74KNew |
$344K - $399K
|
1.74K
$378K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
578+ 19.01% |
$115K - $133K
|
3.62K
$789K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-173- 0.63% |
$34.3K - $39.8K
|
27.1K
$5.91M
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
355+ 3.55% |
$70.3K - $81.6K
|
10.4K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
Rovida Advisors Inc.
Newark, NJ |
BUY
|
- |
50.3KNew |
$9.96M - $11.6M
|
50.3K
$11M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-135- 5.49% |
$26.7K - $31K
|
2.32K
$506K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.95K- 67.63% |
$1.38M - $1.6M
|
3.33K
$726K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-127- 1.44% |
$25.2K - $29.2K
|
8.72K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
8.58KNew |
$1.7M - $1.97M
|
8.58K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
1.58K+ 3.93% |
$314K - $364K
|
41.9K
$9.13M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
19+ 15.2% |
$3.76K - $4.37K
|
144
$31.4K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
306New |
$60.6K - $70.3K
|
306
$66.7K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1+ 0.0% |
$198 - $230
|
32.1K
$7M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-1.07K- 10.14% |
$212K - $246K
|
9.49K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-152K- 21.01% |
$30.1M - $34.9M
|
571K
$124M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-128K- 96.08% |
$25.3M - $29.3M
|
5.2K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-660- 23.86% |
$131K - $152K
|
2.11K
$459K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-805- 2.77% |
$159K - $185K
|
28.3K
$6.17M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
133+ 1.73% |
$26.3K - $30.6K
|
7.83K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
50KNew |
$9.91M - $11.5M
|
50K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
PUT |
50KNew |
$9.91M - $11.5M
|
50K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-58- 1.61% |
$11.5K - $13.3K
|
3.54K
$771K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
315+ 28.61% |
$62.4K - $72.4K
|
1.42K
$309K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.39K+ 4.38% |
$473K - $548K
|
56.9K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
691New |
$137K - $159K
|
691
$151K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.89KNew |
$374K - $434K
|
1.89K
$412K
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
SELL
|
- |
-124K- 98.27% |
$24.5M - $28.4M
|
2.17K
$474K
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
116+ 6.84% |
$23K - $26.7K
|
1.81K
$395K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
26.3K+ 60.87% |
$5.22M - $6.05M
|
69.6K
$15.2M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-71.3K- 2.28% |
$14.1M - $16.4M
|
3.05M
$666M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-100- 3.17% |
$19.8K - $23K
|
3.05K
$665K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-89.6K- 11.49% |
$17.8M - $20.6M
|
690K
$151M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-83.1K- 78.22% |
$16.5M - $19.1M
|
23.1K
$5.04M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-81- 0.17% |
$16K - $18.6K
|
47.9K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
30+ 0.11% |
$5.94K - $6.89K
|
28.3K
$6.18M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11.4K- 2.14% |
$2.25M - $2.61M
|
518K
$113M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2.1K+ 12.65% |
$417K - $483K
|
18.7K
$4.08M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
974+ 29.01% |
$193K - $224K
|
4.33K
$944K
|
|
|
May 09, 2025
Q1 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
40KNew |
$7.92M - $9.19M
|
40K
$8.72M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
261+ 2.45% |
$51.7K - $60K
|
10.9K
$2.38M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-400- 23.53% |
$79.2K - $91.9K
|
1.3K
$283K
|