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
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-7.75K- 72.09% |
$1.54M - $1.78M
|
3K
$670K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1+ 0.03% |
$198 - $230
|
3.86K
$862K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-214- 10.72% |
$42.4K - $49.2K
|
1.78K
$398K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-2.74K- 13.14% |
$542K - $629K
|
18.1K
$4.04M
|
|
|
May 07, 2025
Q1 2025
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
CALL |
170KNew |
$33.7M - $39.1M
|
170K
$38M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
8KNew |
$1.58M - $1.84M
|
8K
$1.79M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
30.5KNew |
$6.05M - $7.02M
|
30.5K
$6.82M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.02K- 15.5% |
$201K - $233K
|
5.54K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-130K- 68.36% |
$25.8M - $29.9M
|
60.3K
$13.5M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.52K- 0.9% |
$499K - $579K
|
278K
$62.1M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.45K- 54.16% |
$1.08M - $1.25M
|
4.61K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
21+ 0.15% |
$4.16K - $4.83K
|
13.6K
$3.04M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
CALL |
10.7KNew |
$2.12M - $2.46M
|
10.7K
$2.39M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.29K+ 116.04% |
$652K - $756K
|
6.13K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
132+ 8.06% |
$26.1K - $30.3K
|
1.77K
$395K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
130+ 1.72% |
$25.8K - $29.9K
|
7.69K
$1.72M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.47K- 7.48% |
$490K - $569K
|
30.6K
$6.83M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-993- 7.27% |
$197K - $228K
|
12.7K
$2.83M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-107- 1.77% |
$21.2K - $24.6K
|
5.94K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-24.1K- 91.97% |
$4.78M - $5.54M
|
2.1K
$470K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
474+ 15.01% |
$93.9K - $109K
|
3.63K
$811K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.27KNew |
$252K - $293K
|
1.27K
$284K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-27.7K- 45.72% |
$5.49M - $6.37M
|
32.9K
$7.35M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-47- 0.54% |
$9.31K - $10.8K
|
8.69K
$1.94M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-438- 19.07% |
$86.8K - $101K
|
1.86K
$415K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-265- 2.11% |
$52.5K - $60.9K
|
12.3K
$2.75M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-118K- 1.68% |
$23.3M - $27.1M
|
6.9M
$1.54B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
6.2K+ 295.24% |
$1.23M - $1.42M
|
8.3K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-90- 0.53% |
$17.8K - $20.7K
|
16.9K
$3.78M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.14K+ 10.08% |
$226K - $262K
|
12.4K
$2.78M
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
45+ 0.84% |
$8.91K - $10.3K
|
5.42K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-43- 18.14% |
$8.52K - $9.88K
|
194
$43.3K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.11K+ 35.99% |
$220K - $255K
|
4.2K
$937K
|
|
|
May 07, 2025
Q1 2025
|
400 Capital Management LLC
New York, NY |
BUY
|
CALL |
20KNew |
$3.96M - $4.6M
|
20K
$4.47M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.4K+ 57.85% |
$277K - $322K
|
3.82K
$853K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.6K- 11.08% |
$514K - $596K
|
20.8K
$4.65M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
1.26K+ 1.68% |
$250K - $290K
|
76.6K
$17.1M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-33- 0.8% |
$6.54K - $7.58K
|
4.11K
$918K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
CALL |
1KNew |
$198K - $230K
|
1K
$223K
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-828- 38.91% |
$164K - $190K
|
1.3K
$290K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-174- 67.7% |
$34.5K - $40K
|
83
$18.5K
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-135- 1.87% |
$26.7K - $31K
|
7.09K
$1.58M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-30.5K- 76.96% |
$6.04M - $7.01M
|
9.13K
$2.04M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
345+ 23.7% |
$68.3K - $79.3K
|
1.8K
$402K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
29+ 1.04% |
$5.74K - $6.66K
|
2.81K
$628K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.94K+ 6.57% |
$978K - $1.13M
|
80.1K
$17.9M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
118+ 11.09% |
$23.4K - $27.1K
|
1.18K
$264K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-80- 2.15% |
$15.8K - $18.4K
|
3.65K
$814K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-792- 15.11% |
$157K - $182K
|
4.45K
$993K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5+ 6.33% |
$991 - $1.15K
|
84
$18.8K
|