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 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
489+ 44.78% |
$96.9K - $112K
|
1.58K
$358K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-146- 8.84% |
$28.9K - $33.5K
|
1.51K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
178+ 16.68% |
$35.3K - $40.9K
|
1.25K
$282K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-19- 1.6% |
$3.76K - $4.37K
|
1.17K
$265K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-7- 0.05% |
$1.39K - $1.61K
|
14.5K
$3.29M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-92- 1.2% |
$18.2K - $21.1K
|
7.56K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-186- 12.36% |
$36.8K - $42.7K
|
1.32K
$298K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-8- 0.23% |
$1.58K - $1.84K
|
3.41K
$772K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-5.35K- 28.26% |
$1.06M - $1.23M
|
13.6K
$3.07M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-7- 1.14% |
$1.39K - $1.61K
|
609
$138K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-168- 1.99% |
$33.3K - $38.6K
|
8.27K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-134- 3.1% |
$26.5K - $30.8K
|
4.2K
$949K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
930+ 43.36% |
$184K - $214K
|
3.08K
$696K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-11.3K- 6.71% |
$2.23M - $2.59M
|
157K
$35.5M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-347- 12.89% |
$68.7K - $79.7K
|
2.35K
$531K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
675+ 0.38% |
$134K - $155K
|
178K
$40.2M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1K+ 715.0% |
$198K - $230K
|
1.14K
$258K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-46.1K- 35.6% |
$9.13M - $10.6M
|
83.4K
$18.9M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
37New |
$7.33K - $8.5K
|
37
$8.37K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.79K+ 358.0% |
$355K - $411K
|
2.29K
$518K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-13- 2.55% |
$2.58K - $2.99K
|
496
$112K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.53K- 8.58% |
$303K - $352K
|
16.3K
$3.69M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.06% |
$198 - $230
|
1.75K
$396K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-16- 1.28% |
$3.17K - $3.68K
|
1.24K
$280K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-348- 3.51% |
$68.9K - $80K
|
9.56K
$2.16M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.12K- 3.53% |
$221K - $256K
|
30.5K
$6.91M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
179+ 3.84% |
$35.5K - $41.1K
|
4.85K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
179+ 2.74% |
$35.5K - $41.1K
|
6.71K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-75- 15.5% |
$14.9K - $17.2K
|
409
$92.5K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-5- 0.91% |
$991 - $1.15K
|
543
$123K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
CALL |
4.5K+ 42.86% |
$891K - $1.03M
|
15K
$3.39M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.3K- 20.0% |
$1.05M - $1.22M
|
21.2K
$4.8M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-128- 0.93% |
$25.4K - $29.4K
|
13.6K
$3.07M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-23- 0.85% |
$4.56K - $5.29K
|
2.68K
$606K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
55+ 1.05% |
$10.9K - $12.6K
|
5.3K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
7.76K+ 8.08% |
$1.54M - $1.78M
|
104K
$23.5M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-243- 5.56% |
$48.1K - $55.8K
|
4.13K
$934K
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
SELL
|
- |
-876- 15.9% |
$174K - $201K
|
4.63K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-418K- 15.06% |
$82.8M - $96M
|
2.36M
$533M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
178+ 0.35% |
$35.3K - $40.9K
|
51.1K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.69K- 4.59% |
$732K - $849K
|
76.8K
$17.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-33.3K- 22.91% |
$6.59M - $7.64M
|
112K
$25.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-3.71K- 8.2% |
$736K - $853K
|
41.6K
$9.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.61K- 46.4% |
$319K - $370K
|
1.86K
$421K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
128+ 3.57% |
$25.4K - $29.4K
|
3.71K
$839K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
116+ 7.38% |
$23K - $26.7K
|
1.69K
$382K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-391- 4.41% |
$77.5K - $89.8K
|
8.47K
$1.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
383+ 4.08% |
$75.9K - $88K
|
9.77K
$2.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
252+ 7.39% |
$49.9K - $57.9K
|
3.66K
$829K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-155- 1.76% |
$30.7K - $35.6K
|
8.65K
$1.96M
|