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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.46K+ 7.32% |
$316K - $354K
|
21.4K
$4.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
204+ 19.34% |
$44.1K - $49.4K
|
1.26K
$281K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-32- 0.92% |
$6.92K - $7.76K
|
3.44K
$768K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-2.9K- 4.77% |
$626K - $702K
|
57.9K
$12.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-201- 87.01% |
$43.4K - $48.7K
|
30
$6.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-993- 13.9% |
$215K - $241K
|
6.15K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-35- 1.93% |
$7.56K - $8.48K
|
1.78K
$397K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
49New |
$10.6K - $11.9K
|
49
$10.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
150New |
$32.4K - $36.4K
|
150
$33.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
985New |
$213K - $239K
|
985
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
5+ 0.32% |
$1.08K - $1.21K
|
1.58K
$354K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
650New |
$140K - $158K
|
650
$145K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-13.6K- 68.61% |
$2.94M - $3.3M
|
6.23K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.22% |
$432 - $485
|
928
$207K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-786- 24.74% |
$170K - $191K
|
2.39K
$534K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-225- 56.68% |
$48.6K - $54.5K
|
172
$38.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-11- 0.25% |
$2.38K - $2.67K
|
4.36K
$972K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
944New |
$204K - $229K
|
944
$211K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
35New |
$7.56K - $8.48K
|
35
$7.81K
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-16- 0.17% |
$3.46K - $3.88K
|
9.42K
$2.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
192+ 1.19% |
$41.5K - $46.5K
|
16.4K
$3.65M
|
|
| Q3 2024 | |||||||
|
Jul 08, 2025
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
925New |
$186K - $208K
|
925
$207K
|
|
|
Jun 10, 2025
Q3 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-107- 10.58% |
$21.5K - $24K
|
904
$202K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
CALL |
100+ 100.0% |
$20.1K - $22.5K
|
200
$44.7K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-116- 0.39% |
$23.3K - $26.1K
|
29.3K
$6.54M
|
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-25- 1.12% |
$5.02K - $5.62K
|
2.2K
$492K
|
|
|
Dec 31, 2024
Q3 2024
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-55K- 61.81% |
$11M - $12.3M
|
34K
$7.58M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
734+ 15.91% |
$147K - $165K
|
5.35K
$1.19M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
47+ 6.75% |
$9.44K - $10.6K
|
743
$166K
|
|
|
Nov 18, 2024
Q3 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
5.47K+ 13.91% |
$1.1M - $1.23M
|
44.8K
$9.99M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
5.93KNew |
$1.19M - $1.33M
|
5.93K
$1.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Luxor Capital Group, LP
New York, NY |
BUY
|
- |
10KNew |
$2.01M - $2.25M
|
10K
$2.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1+ 100.0% |
$201 - $225
|
2
$447
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-5- 0.18% |
$1K - $1.12K
|
2.79K
$622K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
107New |
$21.5K - $24K
|
107
$23.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-52- 12.9% |
$10.4K - $11.7K
|
351
$78.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
207KNew |
$41.5M - $46.4M
|
207K
$46.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Polus Capital Management LTD
London, X0 |
SELL
|
PUT |
-295K- 23.69% |
$59.3M - $66.3M
|
950K
$212M
|
|
|
Nov 14, 2024
Q3 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
11.6KNew |
$2.33M - $2.61M
|
11.6K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Farallon Capital Management LLC
San Francisco, CA |
SELL
|
PUT |
-3.25M- 76.47% |
$653M - $730M
|
1M
$223M
|
|
|
Nov 14, 2024
Q3 2024
|
Albar Capital LTD
London, X0 |
BUY
|
- |
27.6KNew |
$5.54M - $6.19M
|
27.6K
$6.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
BUY
|
- |
300KNew |
$60.3M - $67.4M
|
300K
$67M
|
|
|
Nov 14, 2024
Q3 2024
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
CALL |
350KNew |
$70.3M - $78.6M
|
350K
$78.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
100KNew |
$20.1M - $22.5M
|
100K
$22.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
PUT |
482K+ 197.74% |
$96.7M - $108M
|
725K
$162M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
PUT |
-2.5K- 50.0% |
$502K - $562K
|
2.5K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.25KNew |
$252K - $281K
|
1.25K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-10- 0.35% |
$2.01K - $2.25K
|
2.86K
$637K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-14- 0.39% |
$2.81K - $3.14K
|
3.54K
$790K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.52K- 13.44% |
$507K - $566K
|
16.2K
$3.63M
|
|