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 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-566- 98.26% |
$98.9K - $122K
|
10
$2.18K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
29.5KNew |
$5.16M - $6.36M
|
29.5K
$6.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-334- 6.1% |
$58.4K - $72.1K
|
5.14K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.34% |
$175 - $216
|
296
$64.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.94K- 18.4% |
$338K - $418K
|
8.59K
$1.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
78+ 1.36% |
$13.6K - $16.8K
|
5.8K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
413+ 129.06% |
$72.2K - $89.1K
|
733
$160K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
131+ 1.99% |
$22.9K - $28.3K
|
6.72K
$1.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-116- 97.48% |
$20.3K - $25K
|
3
$654
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
7.42KNew |
$1.3M - $1.6M
|
7.42K
$1.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
333+ 0.19% |
$58.2K - $71.9K
|
178K
$38.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-15.8K- 83.54% |
$2.75M - $3.4M
|
3.11K
$677K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
112+ 5.59% |
$19.6K - $24.2K
|
2.12K
$461K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-583- 7.0% |
$102K - $126K
|
7.75K
$1.69M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
451+ 17.1% |
$78.8K - $97.3K
|
3.09K
$673K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-284- 77.17% |
$49.6K - $61.3K
|
84
$18.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-240- 3.13% |
$42K - $51.8K
|
7.43K
$1.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
282+ 4.08% |
$49.3K - $60.9K
|
7.19K
$1.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
111+ 7.79% |
$19.4K - $24K
|
1.54K
$335K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
156+ 0.21% |
$27.3K - $33.7K
|
74.3K
$16.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-175- 1.63% |
$30.6K - $37.8K
|
10.6K
$2.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
268+ 3.79% |
$46.9K - $57.8K
|
7.34K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-2.76K- 15.53% |
$482K - $595K
|
15K
$3.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-384- 20.01% |
$67.1K - $82.9K
|
1.54K
$335K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-4.48K- 12.3% |
$783K - $967K
|
32K
$6.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-7.8K- 41.8% |
$1.36M - $1.68M
|
10.9K
$2.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-594- 93.84% |
$104K - $128K
|
39
$8.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.26K+ 0.75% |
$220K - $271K
|
168K
$36.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
1.03K+ 4.14% |
$179K - $221K
|
25.8K
$5.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
459+ 4.78% |
$80.2K - $99K
|
10.1K
$2.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-53- 1.06% |
$9.27K - $11.4K
|
4.94K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.25K+ 52.69% |
$219K - $270K
|
3.63K
$791K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-4- 0.04% |
$699 - $863
|
10.5K
$2.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
79.7KNew |
$13.9M - $17.2M
|
79.7K
$17.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Reinhart Partners, Inc.
|
BUY
|
- |
88.4KNew |
$15.5M - $19.1M
|
88.4K
$19.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-375- 0.43% |
$65.6K - $80.9K
|
87.4K
$19.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-8.69K- 1.22% |
$1.52M - $1.88M
|
701K
$153M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6+ 0.18% |
$1.05K - $1.29K
|
3.26K
$711K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$350 - $432
|
3.62K
$789K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-18- 0.27% |
$3.15K - $3.88K
|
6.69K
$1.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
475+ 2.6% |
$83K - $103K
|
18.8K
$4.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
407+ 0.59% |
$71.2K - $87.8K
|
69.8K
$15.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.02K- 18.85% |
$179K - $221K
|
4.4K
$959K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.2KNew |
$560K - $691K
|
3.2K
$698K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.06K- 37.68% |
$360K - $444K
|
3.41K
$743K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-50- 0.94% |
$8.74K - $10.8K
|
5.27K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
28.4KNew |
$4.96M - $6.12M
|
28.4K
$6.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-55- 0.77% |
$9.62K - $11.9K
|
7.08K
$1.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
214+ 10.78% |
$37.4K - $46.2K
|
2.2K
$479K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-310- 9.3% |
$54.2K - $66.9K
|
3.03K
$659K
|