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 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
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-21- 0.81% |
$4.16K - $4.83K
|
2.58K
$576K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.7KNew |
$337K - $391K
|
1.7K
$380K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.04K- 0.92% |
$207K - $240K
|
112K
$25M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.36K+ 7.36% |
$269K - $313K
|
19.8K
$4.43M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.42M- 71.59% |
$282M - $327M
|
565K
$126M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-390K- 97.5% |
$77.3M - $89.6M
|
10K
$2.23M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.45K- 7.18% |
$486K - $564K
|
31.7K
$7.08M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-243- 2.61% |
$48.1K - $55.8K
|
9.06K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.54K+ 21.57% |
$304K - $353K
|
8.66K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-90- 1.14% |
$17.8K - $20.7K
|
7.81K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-70- 2.32% |
$13.9K - $16.1K
|
2.95K
$658K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.46K+ 27288.89% |
$487K - $564K
|
2.47K
$550K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
3+ 0.24% |
$594 - $689
|
1.23K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-83- 3.73% |
$16.4K - $19.1K
|
2.14K
$478K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
105K+ 2.71% |
$20.7M - $24.1M
|
3.97M
$886M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
194+ 5.57% |
$38.4K - $44.6K
|
3.68K
$821K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-48- 1.78% |
$9.51K - $11K
|
2.65K
$591K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
25K+ 50.0% |
$4.95M - $5.74M
|
75K
$16.7M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
432+ 54.89% |
$85.6K - $99.3K
|
1.22K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-789- 15.3% |
$156K - $181K
|
4.37K
$975K
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-30.3K- 21.82% |
$6.01M - $6.97M
|
109K
$24.2M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.94K- 1.44% |
$1.37M - $1.59M
|
476K
$106M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.74K- 0.59% |
$741K - $859K
|
626K
$140M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
22New |
$4.36K - $5.06K
|
22
$4.91K
|