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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-125- 7.09% |
$21.9K - $27K
|
1.64K
$357K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-43.7K- 6.49% |
$7.64M - $9.43M
|
629K
$137M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
202+ 20.7% |
$35.3K - $43.6K
|
1.18K
$257K
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-335- 1.7% |
$58.6K - $72.3K
|
19.4K
$4.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-87- 0.57% |
$15.2K - $18.8K
|
15.1K
$3.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-111- 8.86% |
$19.4K - $24K
|
1.14K
$249K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-2- 0.34% |
$350 - $432
|
579
$126K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-7- 0.82% |
$1.22K - $1.51K
|
843
$184K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
505+ 343.54% |
$88.3K - $109K
|
652
$142K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
5.12K+ 6.93% |
$895K - $1.1M
|
79K
$17.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
763+ 5.84% |
$133K - $165K
|
13.8K
$3.01M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1- 0.04% |
$175 - $216
|
2.31K
$503K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-523- 12.48% |
$91.4K - $113K
|
3.67K
$800K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.19K- 3.52% |
$208K - $257K
|
32.6K
$7.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
771+ 21.71% |
$135K - $166K
|
4.32K
$942K
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-295- 12.17% |
$51.6K - $63.7K
|
2.13K
$464K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-2- 0.19% |
$350 - $432
|
1.07K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
6New |
$1.05K - $1.29K
|
6
$1.31K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-371- 7.28% |
$64.9K - $80.1K
|
4.73K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-118- 4.35% |
$20.6K - $25.5K
|
2.6K
$566K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.8K+ 111.64% |
$315K - $389K
|
3.42K
$745K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-12- 0.74% |
$2.1K - $2.59K
|
1.61K
$350K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-841- 9.81% |
$147K - $181K
|
7.73K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
3.2K+ 135.54% |
$559K - $690K
|
5.55K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-515- 10.48% |
$90K - $111K
|
4.4K
$959K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10.3K+ 59.28% |
$1.8M - $2.22M
|
27.6K
$6.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-1.32K- 19.96% |
$230K - $284K
|
5.28K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-14- 0.27% |
$2.45K - $3.02K
|
5.09K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-261- 4.98% |
$45.6K - $56.3K
|
4.99K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-767- 2.93% |
$134K - $166K
|
25.4K
$5.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
61+ 0.24% |
$10.7K - $13.2K
|
25.9K
$5.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-234- 3.23% |
$40.9K - $50.5K
|
7.01K
$1.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8+ 0.19% |
$1.4K - $1.73K
|
4.29K
$935K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-235- 8.96% |
$41.1K - $50.7K
|
2.39K
$521K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15.8K- 27.78% |
$2.77M - $3.42M
|
41.2K
$8.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-25- 1.63% |
$4.37K - $5.39K
|
1.51K
$329K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
SELL
|
- |
-6.68K- 72.73% |
$1.17M - $1.44M
|
2.51K
$546K
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-4.1K- 50.1% |
$716K - $884K
|
4.08K
$889K
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
6.42KNew |
$1.12M - $1.39M
|
6.42K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-393- 17.4% |
$68.7K - $84.8K
|
1.87K
$407K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-62- 1.23% |
$10.8K - $13.4K
|
5K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1+ 0.05% |
$175 - $216
|
1.93K
$421K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.7K- 13.05% |
$1.52M - $1.88M
|
58K
$12.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
725+ 68.46% |
$127K - $156K
|
1.78K
$389K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
21.9K+ 78.85% |
$3.82M - $4.72M
|
49.6K
$10.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.21KNew |
$212K - $262K
|
1.21K
$264K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
1.35K+ 0.8% |
$236K - $291K
|
170K
$37.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
1+ 0.05% |
$175 - $216
|
2.09K
$456K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11- 3.33% |
$1.92K - $2.37K
|
319
$69.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-443- 17.73% |
$77.4K - $95.6K
|
2.06K
$448K
|