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 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-117- 0.19% |
$20.5K - $25.2K
|
60K
$13.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-461- 17.2% |
$80.6K - $99.5K
|
2.22K
$484K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-187- 9.3% |
$32.7K - $40.4K
|
1.82K
$398K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.14K- 3.73% |
$198K - $245K
|
29.3K
$6.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-67- 3.06% |
$11.7K - $14.5K
|
2.13K
$463K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-25- 0.83% |
$4.37K - $5.39K
|
3K
$653K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
13+ 0.27% |
$2.27K - $2.81K
|
4.91K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
125+ 1.06% |
$21.9K - $27K
|
11.9K
$2.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.04% |
$175 - $216
|
2.56K
$557K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4+ 0.05% |
$699 - $863
|
7.44K
$1.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-82- 1.06% |
$14.3K - $17.7K
|
7.63K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.05KNew |
$184K - $227K
|
1.05K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
653+ 9.47% |
$114K - $141K
|
7.55K
$1.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-253- 11.38% |
$44.2K - $54.6K
|
1.97K
$430K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
22.6KNew |
$3.94M - $4.87M
|
22.6K
$4.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-306- 1.64% |
$53.5K - $66K
|
18.4K
$4.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18- 0.17% |
$3.15K - $3.88K
|
10.3K
$2.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2+ 0.14% |
$350 - $432
|
1.47K
$320K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-14- 0.56% |
$2.45K - $3.02K
|
2.49K
$542K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
282+ 5.64% |
$49.3K - $60.9K
|
5.29K
$1.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
708+ 6.64% |
$124K - $153K
|
11.4K
$2.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-92- 2.99% |
$16.1K - $19.9K
|
2.99K
$651K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
268+ 0.73% |
$46.9K - $57.8K
|
36.9K
$8.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.13K- 4.38% |
$197K - $243K
|
24.6K
$5.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-309- 1.92% |
$54K - $66.7K
|
15.8K
$3.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.29K- 38.1% |
$400K - $493K
|
3.71K
$810K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.02% |
$175 - $216
|
4.32K
$942K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-705- 13.52% |
$123K - $152K
|
4.51K
$983K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.13KNew |
$197K - $244K
|
1.13K
$246K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-175- 6.77% |
$30.6K - $37.8K
|
2.41K
$525K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
165+ 8.06% |
$28.8K - $35.6K
|
2.21K
$482K
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-833- 13.88% |
$146K - $180K
|
5.17K
$1.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-406- 1.22% |
$71K - $87.6K
|
32.9K
$7.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-213- 4.67% |
$37.2K - $46K
|
4.35K
$949K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
205+ 3.29% |
$35.8K - $44.2K
|
6.44K
$1.4M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-2.36K- 47.72% |
$412K - $509K
|
2.58K
$563K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-36- 1.9% |
$6.29K - $7.77K
|
1.86K
$405K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.04K+ 9.54% |
$531K - $656K
|
34.9K
$7.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-345- 25.5% |
$60.3K - $74.4K
|
1.01K
$220K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-17.8K- 40.1% |
$3.11M - $3.84M
|
26.6K
$5.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-8- 0.55% |
$1.4K - $1.73K
|
1.44K
$313K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
801+ 10.73% |
$140K - $173K
|
8.27K
$1.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-380- 12.56% |
$66.4K - $82K
|
2.65K
$577K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.27K+ 5.78% |
$746K - $921K
|
78.1K
$17M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
964New |
$169K - $208K
|
964
$210K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8- 0.33% |
$1.4K - $1.73K
|
2.44K
$533K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-175- 1.25% |
$30.6K - $37.8K
|
13.9K
$3.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
569+ 16.34% |
$99.5K - $123K
|
4.05K
$883K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
29+ 0.27% |
$5.07K - $6.26K
|
10.8K
$2.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
143+ 29.01% |
$25K - $30.9K
|
636
$139K
|