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
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.09K- 5.05% |
$216K - $250K
|
20.4K
$4.56M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
50+ 2.8% |
$9.91K - $11.5K
|
1.84K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.03K+ 101.03% |
$600K - $696K
|
6.03K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.1K+ 77.58% |
$2M - $2.32M
|
23.1K
$5.15M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1+ 0.02% |
$198 - $230
|
6.47K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-71- 98.61% |
$14.1K - $16.3K
|
1
$223
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
8.27K+ 154.41% |
$1.64M - $1.9M
|
13.6K
$3.04M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.22K- 2.63% |
$637K - $739K
|
119K
$26.6M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
108K+ 111.45% |
$21.5M - $24.9M
|
206K
$45.9M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-3.9K- 1.38% |
$772K - $896K
|
278K
$62.1M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-12.5K- 25.83% |
$2.47M - $2.86M
|
35.8K
$7.98M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
36.6K+ 308.41% |
$7.25M - $8.41M
|
48.4K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-512- 1.33% |
$101K - $118K
|
37.9K
$8.45M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
162+ 5.59% |
$32.1K - $37.2K
|
3.06K
$683K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.58K+ 4.37% |
$314K - $364K
|
37.8K
$8.45M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7.36K- 16.8% |
$1.46M - $1.69M
|
36.4K
$8.13M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-135- 6.45% |
$26.7K - $31K
|
1.96K
$437K
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
18.9KNew |
$3.75M - $4.35M
|
18.9K
$4.23M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-77- 0.6% |
$15.3K - $17.7K
|
12.7K
$2.85M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.74K+ 4.12% |
$741K - $860K
|
94.5K
$21.1M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.84K- 1.87% |
$760K - $881K
|
201K
$45M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
171+ 3.44% |
$33.9K - $39.3K
|
5.15K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-667- 1.61% |
$132K - $153K
|
40.9K
$9.13M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-62- 2.41% |
$12.3K - $14.2K
|
2.51K
$560K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-71- 0.39% |
$14.1K - $16.3K
|
18.3K
$4.08M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-98- 1.67% |
$19.4K - $22.5K
|
5.78K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-281- 8.69% |
$55.7K - $64.6K
|
2.95K
$660K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
747+ 12.96% |
$148K - $172K
|
6.51K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
228+ 38.51% |
$45.2K - $52.4K
|
820
$183K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
70+ 0.25% |
$13.9K - $16.1K
|
28.5K
$6.35M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
1.92KNew |
$379K - $440K
|
1.92K
$428K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-969- 7.49% |
$192K - $223K
|
12K
$2.67M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
719+ 8.42% |
$142K - $165K
|
9.26K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3+ 0.23% |
$594 - $689
|
1.33K
$297K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.79K- 1.52% |
$553K - $642K
|
181K
$40.3M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-84- 1.33% |
$16.6K - $19.3K
|
6.21K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$396 - $460
|
1.33K
$298K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-50- 33.33% |
$9.91K - $11.5K
|
100
$22.3K
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
95+ 2.05% |
$18.8K - $21.8K
|
4.73K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
753+ 73.18% |
$149K - $173K
|
1.78K
$398K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
176+ 1.27% |
$34.9K - $40.4K
|
14K
$3.14M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.67K- 39.63% |
$530K - $614K
|
4.07K
$909K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.99KNew |
$394K - $457K
|
1.99K
$444K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-445- 21.72% |
$88.2K - $102K
|
1.6K
$358K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
23+ 0.28% |
$4.56K - $5.29K
|
8.21K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-654- 20.77% |
$130K - $150K
|
2.5K
$557K
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-116- 6.13% |
$23K - $26.7K
|
1.78K
$396K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-30- 0.98% |
$5.94K - $6.89K
|
3.05K
$680K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
6+ 0.11% |
$1.19K - $1.38K
|
5.55K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3.11K- 22.5% |
$616K - $715K
|
10.7K
$2.39M
|