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 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-10- 0.75% |
$1.98K - $2.3K
|
1.32K
$300K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
64+ 2.18% |
$12.7K - $14.7K
|
2.99K
$677K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
102+ 3.04% |
$20.2K - $23.4K
|
3.46K
$782K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
704+ 16.15% |
$139K - $162K
|
5.06K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-520- 5.7% |
$103K - $119K
|
8.6K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.11K- 5.1% |
$219K - $255K
|
20.6K
$4.66M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-585- 21.84% |
$116K - $134K
|
2.09K
$474K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
86+ 5.8% |
$17K - $19.8K
|
1.57K
$355K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
BUY
|
- |
31+ 0.73% |
$6.14K - $7.12K
|
4.28K
$969K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-12- 0.41% |
$2.38K - $2.76K
|
2.88K
$652K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.42KNew |
$280K - $325K
|
1.42K
$320K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
4+ 0.22% |
$792 - $919
|
1.79K
$404K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.77K- 7.92% |
$945K - $1.1M
|
55.5K
$12.6M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
23+ 0.09% |
$4.56K - $5.29K
|
26.1K
$5.91M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-397- 4.37% |
$78.6K - $91.2K
|
8.7K
$1.97M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-25- 0.68% |
$4.95K - $5.74K
|
3.63K
$822K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-161- 4.53% |
$31.9K - $37K
|
3.4K
$768K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.09K+ 7.02% |
$217K - $251K
|
16.7K
$3.77M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-115- 20.65% |
$22.8K - $26.4K
|
442
$100K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 104.81% |
$311K - $361K
|
3.07K
$694K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
121+ 4.37% |
$24K - $27.8K
|
2.89K
$654K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.96K+ 2.9% |
$387K - $449K
|
69.5K
$15.7M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-18.4K- 14.93% |
$3.64M - $4.23M
|
105K
$23.7M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-5- 0.25% |
$991 - $1.15K
|
1.99K
$449K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.21K- 1.93% |
$239K - $277K
|
61.4K
$13.9M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.14K- 5.21% |
$423K - $491K
|
38.9K
$8.8M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
7.76KNew |
$1.54M - $1.78M
|
7.76K
$1.76M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-367- 2.09% |
$72.7K - $84.3K
|
17.2K
$3.9M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.23K- 8.38% |
$639K - $742K
|
35.3K
$7.98M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
619K+ 42.2% |
$123M - $142M
|
2.08M
$471M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 0.6% |
$198 - $230
|
168
$38K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
235+ 2.41% |
$46.6K - $54K
|
9.98K
$2.26M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-31.9K- 74.33% |
$6.32M - $7.33M
|
11K
$2.49M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
270+ 8.17% |
$53.5K - $62K
|
3.58K
$809K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.4K+ 9.6% |
$872K - $1.01M
|
50.2K
$11.4M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-9.92K- 88.23% |
$1.97M - $2.28M
|
1.32K
$299K
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-4.1K- 78.43% |
$812K - $942K
|
1.13K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-9- 0.03% |
$1.78K - $2.07K
|
26.6K
$6.02M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.01KNew |
$200K - $232K
|
1.01K
$228K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
3+ 0.1% |
$594 - $689
|
3.12K
$706K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.18K+ 9.86% |
$432K - $501K
|
24.3K
$5.49M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.14KNew |
$226K - $263K
|
1.14K
$259K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-185- 2.39% |
$36.6K - $42.5K
|
7.55K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-767- 8.03% |
$152K - $176K
|
8.79K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
11+ 0.15% |
$2.18K - $2.53K
|
7.48K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.64K- 30.58% |
$720K - $836K
|
8.26K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.2% |
$198 - $230
|
500
$113K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.02K- 16.87% |
$202K - $234K
|
5.03K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
13.3K+ 9.52% |
$2.63M - $3.06M
|
153K
$34.6M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
1.03KNew |
$204K - $236K
|
1.03K
$233K
|