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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-347- 4.42% |
$60.7K - $74.9K
|
7.51K
$1.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
5.03K+ 53.59% |
$879K - $1.08M
|
14.4K
$3.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-20.4K- 19.33% |
$3.57M - $4.41M
|
85.2K
$18.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
574+ 7.81% |
$100K - $124K
|
7.93K
$1.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
442+ 3.07% |
$77.3K - $95.4K
|
14.9K
$3.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-715- 35.43% |
$125K - $154K
|
1.3K
$284K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
4.66K+ 26.62% |
$815K - $1.01M
|
22.2K
$4.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
43+ 1.64% |
$7.52K - $9.28K
|
2.67K
$582K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-24- 0.18% |
$4.2K - $5.18K
|
13.5K
$2.94M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
31+ 0.51% |
$5.42K - $6.69K
|
6.11K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
30+ 11.11% |
$5.24K - $6.47K
|
300
$65.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-147- 3.82% |
$25.7K - $31.7K
|
3.7K
$808K
|
|
|
Jul 16, 2025
Q2 2025
|
Flower City Capital
|
BUY
|
- |
1+ 0.06% |
$175 - $216
|
1.65K
$359K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-61- 0.73% |
$10.7K - $13.2K
|
8.33K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-48- 1.27% |
$8.39K - $10.4K
|
3.74K
$816K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.4K+ 4.8% |
$594K - $734K
|
74.2K
$16.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.7K- 51.75% |
$297K - $367K
|
1.59K
$346K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
438+ 2.5% |
$76.6K - $94.5K
|
17.9K
$3.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11+ 3.55% |
$1.92K - $2.37K
|
321
$70K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 16.32% |
$212K - $262K
|
6.23K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
19+ 0.22% |
$3.32K - $4.1K
|
8.78K
$1.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$524 - $647
|
1.76K
$384K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.33K- 25.04% |
$232K - $287K
|
3.98K
$867K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
750+ 53.0% |
$131K - $162K
|
2.17K
$472K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-335- 7.69% |
$58.6K - $72.3K
|
4.02K
$877K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-950- 19.92% |
$166K - $205K
|
3.82K
$833K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-108- 49.77% |
$18.9K - $23.3K
|
109
$23.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
825+ 2.3% |
$144K - $178K
|
36.7K
$8M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-125- 1.53% |
$21.9K - $27K
|
8.07K
$1.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2.09K- 14.6% |
$366K - $452K
|
12.2K
$2.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-46- 2.43% |
$8.04K - $9.93K
|
1.85K
$403K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
62+ 2.57% |
$10.8K - $13.4K
|
2.48K
$540K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.54K+ 18.62% |
$270K - $333K
|
9.82K
$2.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.54KNew |
$268K - $331K
|
1.54K
$335K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
505+ 0.55% |
$88.3K - $109K
|
91.8K
$20M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.93K- 19.3% |
$338K - $417K
|
8.08K
$1.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
197+ 7.0% |
$34.4K - $42.5K
|
3.01K
$657K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-398- 4.76% |
$69.6K - $85.9K
|
7.96K
$1.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-256- 2.73% |
$44.8K - $55.2K
|
9.11K
$1.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-185- 2.83% |
$32.3K - $39.9K
|
6.35K
$1.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-21- 0.44% |
$3.67K - $4.53K
|
4.75K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
438+ 1.66% |
$76.6K - $94.5K
|
26.7K
$5.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
924New |
$162K - $199K
|
924
$201K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-184- 0.28% |
$32.2K - $39.7K
|
64.8K
$14.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
74+ 3.03% |
$12.9K - $16K
|
2.52K
$549K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-7.07K- 49.6% |
$1.24M - $1.52M
|
7.18K
$1.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-242- 13.3% |
$42.3K - $52.2K
|
1.58K
$344K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-298- 26.7% |
$52.1K - $64.3K
|
818
$178K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.82K+ 8.26% |
$668K - $825K
|
50.1K
$10.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-7.6K- 78.32% |
$1.33M - $1.64M
|
2.1K
$459K
|