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 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-100- 42.37% |
$17.5K - $21.6K
|
136
$29.6K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
32+ 19.28% |
$5.59K - $6.91K
|
198
$43.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8+ 0.52% |
$1.4K - $1.73K
|
1.54K
$335K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
103+ 10.29% |
$18K - $22.2K
|
1.1K
$241K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-77- 7.53% |
$13.5K - $16.6K
|
945
$206K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.91KNew |
$334K - $412K
|
1.91K
$416K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.27KNew |
$222K - $274K
|
1.27K
$277K
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-953- 36.04% |
$167K - $206K
|
1.69K
$369K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
456+ 17.39% |
$79.7K - $98.4K
|
3.08K
$671K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-351- 15.12% |
$61.4K - $75.7K
|
1.97K
$430K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.01K- 35.41% |
$177K - $219K
|
1.85K
$403K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
166+ 30.4% |
$29K - $35.8K
|
712
$155K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
30+ 0.73% |
$5.24K - $6.47K
|
4.14K
$903K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.89K+ 12.18% |
$506K - $624K
|
26.6K
$5.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
138+ 4.5% |
$24.1K - $29.8K
|
3.2K
$698K
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
BUY
|
- |
34.4K+ 11.74% |
$6.01M - $7.42M
|
327K
$71.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
409+ 0.84% |
$71.5K - $88.3K
|
49.2K
$10.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-434- 5.92% |
$75.9K - $93.7K
|
6.89K
$1.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
113+ 5.01% |
$19.8K - $24.4K
|
2.37K
$516K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-42- 2.88% |
$7.34K - $9.06K
|
1.42K
$308K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-204- 6.83% |
$35.7K - $44K
|
2.78K
$607K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
71+ 0.48% |
$12.4K - $15.3K
|
14.9K
$3.24M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
26.1K+ 10.57% |
$4.56M - $5.62M
|
273K
$59.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-164- 0.99% |
$28.7K - $35.4K
|
16.4K
$3.59M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-45- 3.16% |
$7.87K - $9.71K
|
1.38K
$301K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-102- 6.62% |
$17.8K - $22K
|
1.44K
$313K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-234- 3.01% |
$40.9K - $50.5K
|
7.55K
$1.65M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-851- 43.37% |
$149K - $184K
|
1.11K
$242K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6.99K+ 56.07% |
$1.22M - $1.51M
|
19.5K
$4.24M
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-487K- 90.26% |
$96.5M - $112M
|
52.6K
$11.5M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
PUT |
-1K- 45.45% |
$198K - $230K
|
1.2K
$262K
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-40- 3.45% |
$7.92K - $9.19K
|
1.12K
$244K
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
12.3K+ 1348.03% |
$2.45M - $2.84M
|
13.3K
$2.89M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
444+ 40.07% |
$88K - $102K
|
1.55K
$338K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.96KNew |
$387K - $449K
|
1.96K
$426K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-169- 6.98% |
$33.5K - $38.8K
|
2.25K
$491K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-910Closed |
$180K - $209K
|
0
$0
|
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-1.34K- 52.12% |
$265K - $308K
|
1.23K
$268K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
1.61K+ 96.29% |
$319K - $370K
|
3.28K
$715K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
147+ 0.46% |
$29.1K - $33.8K
|
32.3K
$7.04M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
108New |
$21.4K - $24.8K
|
108
$23.5K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
99+ 1.47% |
$19.6K - $22.7K
|
6.83K
$1.49M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7New |
$1.39K - $1.61K
|
7
$1.53K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-13.2K- 51.95% |
$2.62M - $3.04M
|
12.2K
$2.67M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-500- 28.74% |
$99.1K - $115K
|
1.24K
$270K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
124K+ 1.59% |
$24.6M - $28.5M
|
7.92M
$1.73B
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.17K- 26.18% |
$232K - $269K
|
3.3K
$719K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.46K+ 6.92% |
$883K - $1.02M
|
68.8K
$15M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-130- 4.58% |
$25.8K - $29.9K
|
2.71K
$591K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-29- 1.2% |
$5.74K - $6.66K
|
2.39K
$521K
|
|