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 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-24.1K- 91.97% |
$4.78M - $5.54M
|
2.1K
$476K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
474+ 15.01% |
$93.9K - $109K
|
3.63K
$822K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.27KNew |
$252K - $293K
|
1.27K
$288K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-27.7K- 45.72% |
$5.49M - $6.37M
|
32.9K
$7.45M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-47- 0.54% |
$9.31K - $10.8K
|
8.69K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-438- 19.07% |
$86.8K - $101K
|
1.86K
$421K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-265- 2.11% |
$52.5K - $60.9K
|
12.3K
$2.78M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-118K- 1.68% |
$23.3M - $27.1M
|
6.9M
$1.56B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
6.2K+ 295.24% |
$1.23M - $1.42M
|
8.3K
$1.88M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-90- 0.53% |
$17.8K - $20.7K
|
16.9K
$3.83M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.14K+ 10.08% |
$226K - $262K
|
12.4K
$2.81M
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
45+ 0.84% |
$8.91K - $10.3K
|
5.42K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-43- 18.14% |
$8.52K - $9.88K
|
194
$43.9K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.11K+ 35.99% |
$220K - $255K
|
4.2K
$950K
|
|
|
May 07, 2025
Q1 2025
|
400 Capital Management LLC
New York, NY |
BUY
|
CALL |
20KNew |
$3.96M - $4.6M
|
20K
$4.52M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.4K+ 57.85% |
$277K - $322K
|
3.82K
$864K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.6K- 11.08% |
$514K - $596K
|
20.8K
$4.71M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
1.26K+ 1.68% |
$250K - $290K
|
76.6K
$17.3M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-33- 0.8% |
$6.54K - $7.58K
|
4.11K
$930K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
CALL |
1KNew |
$198K - $230K
|
1K
$226K
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-828- 38.91% |
$164K - $190K
|
1.3K
$294K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-174- 67.7% |
$34.5K - $40K
|
83
$18.8K
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-135- 1.87% |
$26.7K - $31K
|
7.09K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-30.5K- 76.96% |
$6.04M - $7.01M
|
9.13K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
345+ 23.7% |
$68.3K - $79.3K
|
1.8K
$407K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
29+ 1.04% |
$5.74K - $6.66K
|
2.81K
$636K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.94K+ 6.57% |
$978K - $1.13M
|
80.1K
$18.1M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
118+ 11.09% |
$23.4K - $27.1K
|
1.18K
$267K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-80- 2.15% |
$15.8K - $18.4K
|
3.65K
$825K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-792- 15.11% |
$157K - $182K
|
4.45K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5+ 6.33% |
$991 - $1.15K
|
84
$19K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.4K+ 2.49% |
$278K - $322K
|
57.7K
$13.1M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-297- 1.66% |
$58.8K - $68.2K
|
17.6K
$3.98M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
30+ 5.36% |
$5.94K - $6.89K
|
590
$133K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-244- 1.47% |
$48.3K - $56.1K
|
16.4K
$3.7M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-771- 16.34% |
$153K - $177K
|
3.95K
$893K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
2.51K+ 24.38% |
$498K - $577K
|
12.8K
$2.9M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-558- 28.47% |
$111K - $128K
|
1.4K
$317K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.18% |
$396 - $460
|
1.13K
$256K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
494New |
$97.9K - $114K
|
494
$112K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.77K+ 1.93% |
$746K - $866K
|
199K
$45M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
60New |
$11.9K - $13.8K
|
60
$13.6K
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
399+ 2.39% |
$79K - $91.7K
|
17.1K
$3.86M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-269- 1.79% |
$53.3K - $61.8K
|
14.8K
$3.35M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.89K+ 5.99% |
$1.36M - $1.58M
|
122K
$27.6M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.73K- 26.19% |
$343K - $398K
|
4.89K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
2+ 1.25% |
$396 - $460
|
162
$36.6K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
37.1K+ 31.94% |
$7.34M - $8.52M
|
153K
$34.6M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-333K- 98.25% |
$65.9M - $76.4M
|
5.93K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.29KNew |
$255K - $295K
|
1.29K
$291K
|