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 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-13K- 70.9% |
$2.58M - $2.99M
|
5.35K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
637+ 134.11% |
$126K - $146K
|
1.11K
$248K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.82KNew |
$360K - $417K
|
1.82K
$405K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-38.8K- 75.16% |
$7.68M - $8.91M
|
12.8K
$2.86M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-3.24K- 42.95% |
$641K - $744K
|
4.3K
$960K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
569+ 29.33% |
$113K - $131K
|
2.51K
$560K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
665+ 4.1% |
$132K - $153K
|
16.9K
$3.77M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4+ 0.18% |
$792 - $919
|
2.24K
$500K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
11.6KNew |
$2.29M - $2.65M
|
11.6K
$2.58M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-1.72K- 1.61% |
$340K - $394K
|
105K
$23.5M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4.59K- 68.74% |
$909K - $1.05M
|
2.09K
$466K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
306+ 2.03% |
$60.6K - $70.3K
|
15.4K
$3.44M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.48K- 4.4% |
$292K - $339K
|
32K
$7.15M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-28- 2.05% |
$5.55K - $6.43K
|
1.34K
$298K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-14- 0.23% |
$2.77K - $3.22K
|
6.05K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-10.4K- 60.47% |
$2.05M - $2.38M
|
6.77K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.68K- 76.36% |
$1.52M - $1.76M
|
2.38K
$530K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
PUT |
50KNew |
$9.91M - $11.5M
|
50K
$11.2M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.45K+ 2.42% |
$882K - $1.02M
|
188K
$42M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.83K+ 77.63% |
$561K - $651K
|
6.48K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-3.35K- 8.85% |
$663K - $769K
|
34.5K
$7.7M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-21.9K- 2.46% |
$4.34M - $5.03M
|
869K
$194M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
139+ 5.99% |
$27.5K - $31.9K
|
2.46K
$549K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-10- 0.75% |
$1.98K - $2.3K
|
1.32K
$296K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
64+ 2.18% |
$12.7K - $14.7K
|
2.99K
$668K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
102+ 3.04% |
$20.2K - $23.4K
|
3.46K
$772K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
704+ 16.15% |
$139K - $162K
|
5.06K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-520- 5.7% |
$103K - $119K
|
8.6K
$1.92M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.11K- 5.1% |
$219K - $255K
|
20.6K
$4.6M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-585- 21.84% |
$116K - $134K
|
2.09K
$468K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
86+ 5.8% |
$17K - $19.8K
|
1.57K
$351K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
BUY
|
- |
31+ 0.73% |
$6.14K - $7.12K
|
4.28K
$956K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-12- 0.41% |
$2.38K - $2.76K
|
2.88K
$643K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.42KNew |
$280K - $325K
|
1.42K
$316K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
4+ 0.22% |
$792 - $919
|
1.79K
$399K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.77K- 7.92% |
$945K - $1.1M
|
55.5K
$12.4M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
23+ 0.09% |
$4.56K - $5.29K
|
26.1K
$5.84M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-397- 4.37% |
$78.6K - $91.2K
|
8.7K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-25- 0.68% |
$4.95K - $5.74K
|
3.63K
$811K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-161- 4.53% |
$31.9K - $37K
|
3.4K
$758K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.09K+ 7.02% |
$217K - $251K
|
16.7K
$3.72M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-115- 20.65% |
$22.8K - $26.4K
|
442
$98.7K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 104.81% |
$311K - $361K
|
3.07K
$685K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
121+ 4.37% |
$24K - $27.8K
|
2.89K
$645K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.96K+ 2.9% |
$387K - $449K
|
69.5K
$15.5M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-18.4K- 14.93% |
$3.64M - $4.23M
|
105K
$23.4M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-5- 0.25% |
$991 - $1.15K
|
1.99K
$443K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.21K- 1.93% |
$239K - $277K
|
61.4K
$13.7M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.14K- 5.21% |
$423K - $491K
|
38.9K
$8.68M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
7.76KNew |
$1.54M - $1.78M
|
7.76K
$1.73M
|