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 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
930New |
$201K - $225K
|
930
$210K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
50New |
$10.8K - $12.1K
|
50
$11.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-15.7K- 77.69% |
$3.39M - $3.8M
|
4.5K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
PUT |
600New |
$130K - $145K
|
600
$136K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.56KNew |
$553K - $620K
|
2.56K
$578K
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-2K- 6.87% |
$432K - $485K
|
27.1K
$6.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
932New |
$201K - $226K
|
932
$211K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-74- 14.48% |
$16K - $17.9K
|
437
$98.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
73.3KNew |
$15.8M - $17.8M
|
73.3K
$16.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.18KNew |
$472K - $529K
|
2.18K
$494K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
20New |
$4.32K - $4.85K
|
20
$4.52K
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
951New |
$206K - $231K
|
951
$215K
|
|
|
Feb 05, 2025
Q4 2024
|
California First Leasing Corp
Newport Beach, CA |
BUY
|
- |
4.4K+ 17.39% |
$951K - $1.07M
|
29.7K
$6.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.4KNew |
$302K - $338K
|
1.4K
$316K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
236+ 0.94% |
$51K - $57.2K
|
25.3K
$5.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
133+ 6.49% |
$28.7K - $32.2K
|
2.18K
$493K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.3K- 7.17% |
$281K - $315K
|
16.8K
$3.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.11K- 2.92% |
$239K - $268K
|
36.8K
$8.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
CALL |
-700- 4.09% |
$151K - $170K
|
16.4K
$3.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-15.2K- 98.69% |
$3.28M - $3.67M
|
201
$45.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-416- 8.02% |
$89.9K - $101K
|
4.77K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
956New |
$207K - $232K
|
956
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
5+ 0.48% |
$1.08K - $1.21K
|
1.04K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
1+ 0.08% |
$216 - $242
|
1.32K
$300K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.92K+ 16.11% |
$1.06M - $1.19M
|
35.5K
$8.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
1.37KNew |
$296K - $332K
|
1.37K
$310K
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
2.61KNew |
$565K - $633K
|
2.61K
$591K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
59+ 0.26% |
$12.8K - $14.3K
|
22.3K
$5.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
10.1K+ 39.1% |
$2.18M - $2.45M
|
35.9K
$8.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
200+ 33.33% |
$43.2K - $48.5K
|
800
$181K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.02K- 2.52% |
$220K - $247K
|
39.4K
$8.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
8.4KNew |
$1.82M - $2.04M
|
8.4K
$1.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.12KNew |
$458K - $513K
|
2.12K
$479K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
553New |
$120K - $134K
|
553
$125K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-500- 8.09% |
$108K - $121K
|
5.68K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-6.32K- 54.98% |
$1.37M - $1.53M
|
5.18K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
344+ 67.58% |
$74.3K - $83.4K
|
853
$193K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-53- 4.77% |
$11.5K - $12.8K
|
1.06K
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.15K+ 118.64% |
$249K - $279K
|
2.12K
$480K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
100+ 4.84% |
$21.6K - $24.2K
|
2.17K
$490K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
855+ 16.52% |
$185K - $207K
|
6.03K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.22% |
$216 - $242
|
453
$102K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.02K+ 3.74% |
$1.52M - $1.7M
|
194K
$44M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-360- 7.65% |
$77.8K - $87.3K
|
4.35K
$983K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
31+ 22.63% |
$6.7K - $7.51K
|
168
$38K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.48KNew |
$1.83M - $2.06M
|
8.48K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-80- 9.64% |
$17.3K - $19.4K
|
750
$170K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-220- 3.35% |
$47.5K - $53.3K
|
6.34K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
19.2K+ 44.95% |
$4.14M - $4.65M
|
61.8K
$14M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
161+ 6.05% |
$34.8K - $39K
|
2.82K
$639K
|