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 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-23- 0.27% |
$4.02K - $4.96K
|
8.51K
$1.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-4.36K- 3.66% |
$762K - $941K
|
115K
$25M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-668- 0.91% |
$117K - $144K
|
73K
$15.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
375+ 0.54% |
$65.6K - $80.9K
|
69.5K
$15.1M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-828- 16.22% |
$145K - $179K
|
4.28K
$933K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-375- 8.84% |
$65.6K - $80.9K
|
3.87K
$843K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
10+ 5.43% |
$1.75K - $2.16K
|
194
$42.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.31K- 10.74% |
$229K - $283K
|
10.9K
$2.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.92K- 15.81% |
$686K - $847K
|
20.9K
$4.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Savior LLC
|
BUY
|
- |
484+ 13.28% |
$84.6K - $104K
|
4.13K
$900K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-30- 4.98% |
$5.24K - $6.47K
|
572
$125K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.51K+ 100.84% |
$439K - $542K
|
5.01K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-587- 11.88% |
$103K - $127K
|
4.36K
$949K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-5.39K- 9.07% |
$943K - $1.16M
|
54.1K
$11.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
30+ 1.89% |
$5.24K - $6.47K
|
1.61K
$352K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.29K- 25.73% |
$225K - $278K
|
3.72K
$811K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
141New |
$24.6K - $30.4K
|
141
$30.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-12.9K- 57.47% |
$2.26M - $2.79M
|
9.57K
$2.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-498- 31.11% |
$87.1K - $107K
|
1.1K
$240K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
958New |
$167K - $207K
|
958
$209K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-10.9K- 45.49% |
$1.9M - $2.35M
|
13K
$2.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-4- 0.12% |
$699 - $863
|
3.35K
$730K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-27- 0.12% |
$4.72K - $5.83K
|
23.4K
$5.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
948New |
$166K - $205K
|
948
$207K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-1.62K- 13.59% |
$283K - $349K
|
10.3K
$2.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
161+ 0.86% |
$28.1K - $34.7K
|
18.8K
$4.1M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
310+ 1.42% |
$54.2K - $66.9K
|
22.1K
$4.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
51+ 1.52% |
$8.92K - $11K
|
3.4K
$740K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
131New |
$22.9K - $28.3K
|
131
$28.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-54- 2.0% |
$9.44K - $11.7K
|
2.65K
$578K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
4.47KNew |
$781K - $964K
|
4.47K
$974K
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
4.3K+ 27.56% |
$752K - $928K
|
19.9K
$4.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-862- 41.76% |
$151K - $186K
|
1.2K
$262K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
188+ 0.89% |
$32.9K - $40.6K
|
21.3K
$4.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-112- 1.14% |
$19.6K - $24.2K
|
9.73K
$2.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-204- 6.41% |
$35.7K - $44K
|
2.98K
$649K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
296+ 0.45% |
$51.7K - $63.9K
|
66.6K
$14.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-110- 7.68% |
$19.2K - $23.7K
|
1.32K
$288K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
730+ 25.64% |
$128K - $158K
|
3.58K
$780K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.16K+ 339.1% |
$1.08M - $1.33M
|
7.97K
$1.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-89- 12.28% |
$15.6K - $19.2K
|
636
$139K
|
|
|
Jul 11, 2025
Q2 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
515+ 3.04% |
$90K - $111K
|
17.5K
$3.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
153+ 2.05% |
$26.7K - $33K
|
7.61K
$1.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-1.36K- 1.2% |
$238K - $294K
|
112K
$24.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-237- 4.29% |
$41.4K - $51.1K
|
5.28K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
572+ 1.2% |
$100K - $123K
|
48.1K
$10.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-88- 6.12% |
$15.4K - $19K
|
1.35K
$294K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-107- 2.99% |
$18.7K - $23.1K
|
3.48K
$758K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-370- 2.5% |
$64.7K - $79.8K
|
14.4K
$3.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
22.1K+ 14.08% |
$3.86M - $4.77M
|
179K
$39M
|