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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
266K+ 43892.56% |
$57.4M - $64.4M
|
266K
$60.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.13K- 47.93% |
$245K - $275K
|
1.23K
$279K
|
|
|
Feb 11, 2025
Q4 2024
|
Walnut Level Capital LLC
Denver, CO |
BUY
|
PUT |
50KNew |
$10.8M - $12.1M
|
50K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
100KNew |
$21.6M - $24.2M
|
100K
$22.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-375- 19.31% |
$81K - $90.9K
|
1.57K
$354K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
85+ 0.73% |
$18.4K - $20.6K
|
11.7K
$2.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
488New |
$105K - $118K
|
488
$110K
|
|
|
Feb 11, 2025
Q4 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-93- 45.81% |
$20.1K - $22.5K
|
110
$24.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Rovida Investment Management LTD
Grand Cayman, E9 |
BUY
|
- |
90KNew |
$19.5M - $21.8M
|
90K
$20.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Parametrica Management LTD
|
BUY
|
- |
7.6KNew |
$1.64M - $1.84M
|
7.6K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.5KNew |
$325K - $364K
|
1.5K
$340K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-50- 0.39% |
$10.8K - $12.1K
|
12.8K
$2.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-163- 10.6% |
$35.2K - $39.5K
|
1.38K
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
10.5KNew |
$2.28M - $2.55M
|
10.5K
$2.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
5New |
$1.08K - $1.21K
|
5
$1.13K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
843+ 3.93% |
$182K - $204K
|
22.3K
$5.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.34KNew |
$506K - $567K
|
2.34K
$530K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
1.21KNew |
$262K - $294K
|
1.21K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-967- 0.98% |
$209K - $234K
|
97.9K
$22.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
27New |
$5.84K - $6.54K
|
27
$6.11K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
122New |
$26.4K - $29.6K
|
122
$27.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
225+ 114.8% |
$48.6K - $54.5K
|
421
$95.2K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
165New |
$35.7K - $40K
|
165
$37.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
10.2K+ 874.79% |
$2.21M - $2.48M
|
11.4K
$2.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
140+ 12.87% |
$30.3K - $33.9K
|
1.23K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.44KNew |
$310K - $348K
|
1.44K
$325K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1KNew |
$217K - $243K
|
1K
$227K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-3.92K- 34.54% |
$847K - $949K
|
7.43K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
1.43KNew |
$308K - $345K
|
1.43K
$322K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.57KNew |
$338K - $379K
|
1.57K
$354K
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
BUY
|
CALL |
24.8KNew |
$5.36M - $6.01M
|
24.8K
$5.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2+ 0.13% |
$432 - $485
|
1.5K
$340K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-70- 4.77% |
$15.1K - $17K
|
1.4K
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
235New |
$50.8K - $57K
|
235
$53.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
543New |
$117K - $132K
|
543
$123K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
6.51KNew |
$1.41M - $1.58M
|
6.51K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-163- 76.53% |
$35.2K - $39.5K
|
50
$11.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
766New |
$166K - $186K
|
766
$173K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
CALL |
3KNew |
$648K - $727K
|
3K
$679K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-8- 0.76% |
$1.73K - $1.94K
|
1.04K
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
7.79K+ 2.84% |
$1.68M - $1.89M
|
282K
$63.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-29- 0.2% |
$6.27K - $7.03K
|
14.2K
$3.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
4.37KNew |
$945K - $1.06M
|
4.37K
$989K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
5.59KNew |
$1.21M - $1.36M
|
5.59K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
4KNew |
$865K - $970K
|
4K
$905K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
17.9KNew |
$3.86M - $4.33M
|
17.9K
$4.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-66- 4.43% |
$14.3K - $16K
|
1.43K
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
56New |
$12.1K - $13.6K
|
56
$12.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-174- 15.48% |
$37.6K - $42.2K
|
950
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-12.9K- 70.92% |
$2.79M - $3.13M
|
5.3K
$1.2M
|