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 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-311- 3.21% |
$61.6K - $71.5K
|
9.37K
$2.09M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
PUT |
2.99KNew |
$593K - $688K
|
2.99K
$668K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.09K+ 47.64% |
$1.4M - $1.63M
|
22K
$4.91M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
454+ 1.76% |
$89.9K - $104K
|
26.3K
$5.86M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.26K+ 115.79% |
$447K - $519K
|
4.21K
$940K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-33- 5.95% |
$6.54K - $7.58K
|
522
$117K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.18% |
$594 - $689
|
1.69K
$378K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-405- 22.61% |
$80.2K - $93.1K
|
1.39K
$309K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3.56K- 33.09% |
$705K - $817K
|
7.19K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-298- 1.07% |
$59K - $68.5K
|
27.6K
$6.17M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
84+ 0.82% |
$16.6K - $19.3K
|
10.4K
$2.31M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
216+ 1.8% |
$42.8K - $49.6K
|
12.2K
$2.73M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-584- 21.87% |
$116K - $134K
|
2.09K
$466K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-994- 32.72% |
$197K - $228K
|
2.04K
$456K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-120- 1.98% |
$23.8K - $27.6K
|
5.96K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-104- 3.12% |
$20.6K - $23.9K
|
3.23K
$721K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
173+ 4.13% |
$34.3K - $39.8K
|
4.36K
$974K
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
106+ 662.5% |
$21K - $24.4K
|
122
$27.2K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.02KNew |
$995K - $1.15M
|
5.02K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.6K- 22.81% |
$4.48M - $5.2M
|
76.6K
$17.1M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
266K+ 3.38% |
$52.7M - $61.1M
|
8.14M
$1.82B
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-729- 5.46% |
$144K - $168K
|
12.6K
$2.82M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-50.8K- 90.15% |
$10.1M - $11.7M
|
5.55K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-231- 4.04% |
$45.8K - $53.1K
|
5.48K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.83K+ 16.91% |
$758K - $879K
|
26.5K
$5.91M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
16KNew |
$3.17M - $3.68M
|
16K
$3.57M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
10+ 1.24% |
$1.98K - $2.3K
|
817
$182K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
115K+ 94.56% |
$22.8M - $26.5M
|
237K
$52.9M
|
|
|
May 09, 2025
Q1 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
6.86K+ 35.8% |
$1.36M - $1.58M
|
26K
$5.81M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-41.5K- 83.04% |
$8.22M - $9.53M
|
8.47K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-209- 27.61% |
$41.4K - $48K
|
548
$122K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
50New |
$9.91K - $11.5K
|
50
$11.2K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-177- 11.01% |
$35.1K - $40.7K
|
1.43K
$319K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-152- 9.65% |
$30.1K - $34.9K
|
1.42K
$318K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
166+ 14.51% |
$32.9K - $38.1K
|
1.31K
$292K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.87K+ 31.39% |
$965K - $1.12M
|
20.4K
$4.55M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
111+ 3.23% |
$22K - $25.5K
|
3.55K
$791K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-545- 1.2% |
$108K - $125K
|
44.9K
$10M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.39K+ 50.74% |
$474K - $550K
|
7.11K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
19+ 19.39% |
$3.76K - $4.37K
|
117
$26.1K
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
181K+ 918.45% |
$35.8M - $41.5M
|
200K
$44.7M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
PUT |
642K+ 11.64% |
$127M - $148M
|
6.16M
$1.38B
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
6.53K+ 1.65% |
$1.29M - $1.5M
|
401K
$89.6M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-88- 4.75% |
$17.4K - $20.2K
|
1.76K
$394K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
22New |
$4.36K - $5.06K
|
22
$4.91K
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
9+ 6.67% |
$1.78K - $2.07K
|
144
$32.2K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-17.7K- 41.3% |
$3.5M - $4.06M
|
25.1K
$5.61M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-245- 0.76% |
$48.5K - $56.3K
|
32.1K
$7.17M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.05K+ 17.64% |
$1M - $1.16M
|
33.7K
$7.52M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-358- 8.74% |
$70.9K - $82.3K
|
3.74K
$835K
|