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 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.17K- 15.81% |
$205K - $253K
|
6.25K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-173- 9.55% |
$30.2K - $37.3K
|
1.64K
$357K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.29K+ 17.49% |
$400K - $494K
|
15.4K
$3.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-9.47K- 8.22% |
$1.65M - $2.04M
|
106K
$23M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.46K+ 271.86% |
$605K - $746K
|
4.73K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-4.37K- 3.97% |
$764K - $943K
|
106K
$23.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.38K+ 18.48% |
$766K - $945K
|
28.1K
$6.12M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
182+ 7.89% |
$31.8K - $39.3K
|
2.49K
$543K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.89K+ 3.94% |
$504K - $623K
|
76K
$16.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-215- 6.73% |
$37.6K - $46.4K
|
2.98K
$649K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
108+ 5.39% |
$18.9K - $23.3K
|
2.11K
$461K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
993New |
$174K - $214K
|
993
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-152- 3.46% |
$26.6K - $32.8K
|
4.24K
$924K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
64+ 4.72% |
$11.2K - $13.8K
|
1.42K
$310K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-86- 1.64% |
$15K - $18.6K
|
5.17K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
22+ 0.42% |
$3.85K - $4.75K
|
5.28K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.19K+ 118.31% |
$383K - $473K
|
4.04K
$881K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
8+ 0.27% |
$1.4K - $1.73K
|
2.99K
$652K
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-110- 8.38% |
$19.2K - $23.7K
|
1.2K
$262K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.32% |
$350 - $432
|
618
$135K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-198- 0.45% |
$34.6K - $42.7K
|
43.9K
$9.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-402- 3.32% |
$70.3K - $86.7K
|
11.7K
$2.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
475+ 11.87% |
$83K - $103K
|
4.48K
$976K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-138- 0.35% |
$24.1K - $29.8K
|
39.5K
$8.61M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-2- 0.05% |
$350 - $432
|
3.85K
$839K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-1.07K- 44.43% |
$186K - $230K
|
1.33K
$290K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-238- 6.22% |
$41.6K - $51.4K
|
3.59K
$782K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.5K+ 5.1% |
$1.66M - $2.05M
|
196K
$42.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10+ 0.26% |
$1.75K - $2.16K
|
3.84K
$838K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
597New |
$104K - $129K
|
597
$130K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-23- 1.66% |
$4.02K - $4.96K
|
1.36K
$296K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.78K- 17.29% |
$310K - $383K
|
8.5K
$1.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.61K- 58.17% |
$457K - $564K
|
1.88K
$410K
|
|
|
Jul 10, 2025
Q2 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-41- 0.2% |
$7.17K - $8.85K
|
20.2K
$4.4M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
115+ 8.17% |
$20.1K - $24.8K
|
1.52K
$332K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-231- 1.27% |
$40.4K - $49.8K
|
18K
$3.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-170- 1.04% |
$29.7K - $36.7K
|
16.3K
$3.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$175 - $216
|
3.04K
$662K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.71K+ 7.06% |
$299K - $369K
|
25.9K
$5.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.41KNew |
$246K - $304K
|
1.41K
$307K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
413+ 9.74% |
$72.2K - $89.1K
|
4.66K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-278- 0.85% |
$48.6K - $60K
|
32.4K
$7.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
25+ 7.51% |
$4.37K - $5.39K
|
358
$78K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
416+ 5.15% |
$72.7K - $89.8K
|
8.49K
$1.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-83- 6.31% |
$14.5K - $17.9K
|
1.23K
$269K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.26K+ 279.53% |
$919K - $1.13M
|
7.14K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-145- 14.5% |
$25.3K - $31.3K
|
855
$186K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.18KNew |
$206K - $255K
|
1.18K
$257K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-375- 7.78% |
$65.6K - $80.9K
|
4.44K
$969K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.22K+ 3.9% |
$738K - $911K
|
113K
$24.6M
|