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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
27+ 0.26% |
$5.35K - $6.2K
|
10.5K
$2.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-115- 2.71% |
$22.8K - $26.4K
|
4.13K
$935K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
3.98K+ 105.46% |
$789K - $915K
|
7.76K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-16.7K- 34.84% |
$3.31M - $3.84M
|
31.2K
$7.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-50- 0.41% |
$9.91K - $11.5K
|
12.3K
$2.78M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
167+ 4.39% |
$33.1K - $38.4K
|
3.97K
$898K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.41K- 32.61% |
$279K - $323K
|
2.91K
$658K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-46- 0.84% |
$9.11K - $10.6K
|
5.41K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-306- 75.74% |
$60.6K - $70.3K
|
98
$22.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-30- 0.38% |
$5.94K - $6.89K
|
7.79K
$1.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-42- 0.56% |
$8.32K - $9.65K
|
7.52K
$1.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.28K- 2.71% |
$254K - $294K
|
46K
$10.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-75- 6.67% |
$14.9K - $17.2K
|
1.05K
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
567+ 22.54% |
$112K - $130K
|
3.08K
$697K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-246- 14.95% |
$48.7K - $56.5K
|
1.4K
$317K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
462+ 48.63% |
$91.5K - $106K
|
1.41K
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2- 1.32% |
$396 - $460
|
150
$33.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.4K+ 4.46% |
$4.83M - $5.6M
|
570K
$129M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1K- 6.19% |
$199K - $231K
|
15.2K
$3.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-765- 34.06% |
$152K - $176K
|
1.48K
$335K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.46K- 36.85% |
$486K - $564K
|
4.21K
$952K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
31+ 2.5% |
$6.14K - $7.12K
|
1.27K
$288K
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
313+ 1.83% |
$62K - $71.9K
|
17.4K
$3.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-172- 0.44% |
$34.1K - $39.5K
|
38.9K
$8.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-23- 0.35% |
$4.56K - $5.29K
|
6.58K
$1.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
2K+ 50.0% |
$396K - $460K
|
6K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
2.94K+ 159.22% |
$583K - $677K
|
4.79K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2+ 0.05% |
$396 - $460
|
4.15K
$939K
|
|
|
Apr 30, 2025
Q1 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
233+ 2.05% |
$46.2K - $53.5K
|
11.6K
$2.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
9.38K+ 18.45% |
$1.86M - $2.15M
|
60.2K
$13.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
100+ 1.41% |
$19.8K - $23K
|
7.17K
$1.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-414- 11.16% |
$82K - $95.1K
|
3.3K
$746K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-157- 1.1% |
$31.1K - $36.1K
|
14.1K
$3.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-521- 36.92% |
$103K - $120K
|
890
$201K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
153+ 5.94% |
$30.3K - $35.2K
|
2.73K
$617K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
9+ 0.28% |
$1.78K - $2.07K
|
3.21K
$726K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
180+ 18000.0% |
$35.7K - $41.4K
|
181
$40.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-399- 11.65% |
$79K - $91.7K
|
3.03K
$685K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.6K+ 4.5% |
$514K - $597K
|
60.4K
$13.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
1.56K+ 2.62% |
$310K - $359K
|
61.1K
$13.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
175+ 2.79% |
$34.7K - $40.2K
|
6.44K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-232- 4.2% |
$46K - $53.3K
|
5.3K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.22K+ 1.63% |
$1.43M - $1.66M
|
451K
$102M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
200+ 13.23% |
$39.6K - $46K
|
1.71K
$387K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
173K+ 10.92% |
$34.2M - $39.6M
|
1.75M
$396M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-334- 22.75% |
$66.2K - $76.7K
|
1.13K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-8- 0.1% |
$1.58K - $1.84K
|
8.06K
$1.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
22.4K+ 200.58% |
$4.43M - $5.14M
|
33.5K
$7.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-29- 0.7% |
$5.74K - $6.66K
|
4.13K
$933K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
556New |
$110K - $128K
|
556
$126K
|