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 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-893- 32.25% |
$177K - $205K
|
1.88K
$424K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
202+ 2.34% |
$40K - $46.4K
|
8.84K
$2M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-677- 67.23% |
$134K - $156K
|
330
$74.6K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-48- 1.1% |
$9.51K - $11K
|
4.31K
$975K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-343- 10.61% |
$67.9K - $78.8K
|
2.89K
$654K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
1.12KNew |
$221K - $256K
|
1.12K
$252K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
12New |
$2.59K - $2.91K
|
12
$2.71K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.83K+ 1.06% |
$612K - $686K
|
271K
$61.3M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-81- 0.62% |
$17.5K - $19.6K
|
13K
$2.94M
|
|
|
Jun 20, 2025
Q4 2024
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
2.1KNew |
$453K - $508K
|
2.1K
$474K
|
|
|
Jun 10, 2025
Q4 2024
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
PUT |
1.5KNew |
$324K - $364K
|
1.5K
$339K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.51K- 0.35% |
$326K - $366K
|
435K
$98.4M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-363K- 89.58% |
$78.4M - $87.9M
|
42.2K
$9.54M
|
|
|
May 28, 2025
Q4 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
18.5KNew |
$3.99M - $4.48M
|
18.5K
$4.18M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
558New |
$121K - $135K
|
558
$126K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.51% |
$216 - $242
|
198
$44.8K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
22.8KNew |
$4.93M - $5.53M
|
22.8K
$5.16M
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
110+ 2.51% |
$23.8K - $26.7K
|
4.49K
$1.02M
|
|
|
Apr 23, 2025
Q4 2024
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
5KNew |
$1.08M - $1.21M
|
5K
$1.13M
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
1.05KNew |
$227K - $255K
|
1.05K
$238K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-81.1K- 98.59% |
$17.5M - $19.7M
|
1.16K
$262K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
612New |
$132K - $148K
|
612
$138K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.98K+ 25.23% |
$427K - $479K
|
9.8K
$2.22M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
4.6KNew |
$994K - $1.12M
|
4.6K
$1.04M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
691+ 3.42% |
$149K - $167K
|
20.9K
$4.73M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-316- 1.88% |
$68.3K - $76.6K
|
16.5K
$3.72M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.39K+ 13.1% |
$516K - $579K
|
20.6K
$4.66M
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
3.4KNew |
$735K - $825K
|
3.4K
$770K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
60New |
$13K - $14.5K
|
60
$13.6K
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
4.37KNew |
$945K - $1.06M
|
4.37K
$989K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-61- 5.52% |
$13.2K - $14.8K
|
1.04K
$236K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-932- 1.67% |
$201K - $226K
|
54.9K
$12.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.67K+ 126.08% |
$361K - $404K
|
2.99K
$677K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
15.6KNew |
$3.38M - $3.79M
|
15.6K
$3.54M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.03KNew |
$223K - $250K
|
1.03K
$233K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-2.01K- 59.3% |
$434K - $486K
|
1.38K
$311K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
38New |
$8.21K - $9.21K
|
38
$8.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Southernsun Asset Management, LLC
Memphis, TN |
BUY
|
- |
10.2KNew |
$2.2M - $2.47M
|
10.2K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-11K- 25.48% |
$2.38M - $2.67M
|
32.2K
$7.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-25.5K- 41.0% |
$5.51M - $6.18M
|
36.7K
$8.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Broad Bay Capital Management, LP
New York, NY |
BUY
|
PUT |
884KNew |
$191M - $214M
|
884K
$200M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.4K+ 66.87% |
$951K - $1.07M
|
11K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
5+ 0.29% |
$1.08K - $1.21K
|
1.71K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
1.24KNew |
$269K - $301K
|
1.24K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
BUY
|
- |
55.7KNew |
$12M - $13.5M
|
55.7K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
171KNew |
$37M - $41.5M
|
171K
$38.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
11.1K+ 13.69% |
$2.4M - $2.69M
|
92.2K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
PUT |
-978K- 81.98% |
$211M - $237M
|
215K
$48.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Maytus Capital Management, LLC
New York, NY |
BUY
|
- |
15.3KNew |
$3.31M - $3.72M
|
15.3K
$3.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
CALL |
5KNew |
$1.08M - $1.21M
|
5K
$1.13M
|
|