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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
26.3KNew |
$5.68M - $6.38M
|
26.3K
$5.29M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-16.1K- 65.37% |
$3.48M - $3.9M
|
8.53K
$1.72M
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.62KNew |
$350K - $393K
|
1.62K
$326K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.98K+ 25.23% |
$427K - $479K
|
9.8K
$1.97M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
4.6KNew |
$994K - $1.12M
|
4.6K
$925K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.54KNew |
$333K - $373K
|
1.54K
$309K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3.2KNew |
$692K - $776K
|
3.2K
$644K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
3.14KNew |
$678K - $760K
|
3.14K
$630K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-77- 3.56% |
$16.6K - $18.7K
|
2.09K
$420K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.22K+ 2.6% |
$480K - $538K
|
87.7K
$17.6M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-7- 0.17% |
$1.51K - $1.7K
|
4.16K
$836K
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
23K+ 162.49% |
$4.97M - $5.57M
|
37.1K
$7.47M
|
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.22K- 41.12% |
$263K - $295K
|
1.74K
$350K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
985New |
$213K - $239K
|
985
$198K
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-3.85K- 8.69% |
$833K - $934K
|
40.5K
$8.14M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
691+ 3.42% |
$149K - $167K
|
20.9K
$4.2M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.68KNew |
$364K - $408K
|
1.68K
$338K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.41KNew |
$305K - $342K
|
1.41K
$284K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
3.86KNew |
$833K - $934K
|
3.86K
$775K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-632- 9.55% |
$137K - $153K
|
5.99K
$1.2M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-45- 1.68% |
$9.73K - $10.9K
|
2.64K
$530K
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
20.1KNew |
$4.35M - $4.87M
|
20.1K
$4.04M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
16New |
$3.46K - $3.88K
|
16
$3.22K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-316- 1.88% |
$68.3K - $76.6K
|
16.5K
$3.31M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.91K+ 3.74% |
$414K - $464K
|
53.1K
$10.7M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.94KNew |
$636K - $714K
|
2.94K
$592K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.39K+ 13.1% |
$516K - $579K
|
20.6K
$4.15M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-415K- 99.55% |
$89.7M - $101M
|
1.89K
$379K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
SELL
|
- |
-15.9K- 62.79% |
$3.43M - $3.85M
|
9.41K
$1.89M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
447New |
$96.6K - $108K
|
447
$89.9K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-722- 5.33% |
$156K - $175K
|
12.8K
$2.58M
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
3.4KNew |
$735K - $825K
|
3.4K
$684K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-43- 0.58% |
$9.29K - $10.4K
|
7.33K
$1.47M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
669New |
$145K - $162K
|
669
$135K
|
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
939+ 57.54% |
$203K - $228K
|
2.57K
$517K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
60New |
$13K - $14.5K
|
60
$12.1K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-145- 4.68% |
$31.3K - $35.1K
|
2.95K
$593K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
339+ 12.75% |
$73.3K - $82.2K
|
3K
$603K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
3.39KNew |
$733K - $822K
|
3.39K
$682K
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
4.37KNew |
$945K - $1.06M
|
4.37K
$880K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-6.42M- 95.68% |
$1.39B - $1.56B
|
290K
$58.2M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
5.15MNew |
$1.11B - $1.25B
|
5.15M
$1.04B
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
41+ 1.1% |
$8.86K - $9.94K
|
3.76K
$755K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.64% |
$3.24K - $3.64K
|
2.32K
$466K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.09K+ 3.42% |
$236K - $265K
|
33.1K
$6.65M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4.83K- 13.93% |
$1.04M - $1.17M
|
29.8K
$5.99M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-61- 5.52% |
$13.2K - $14.8K
|
1.04K
$210K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.07% |
$216 - $242
|
1.47K
$296K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.94KNew |
$419K - $470K
|
1.94K
$390K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
899New |
$194K - $218K
|
899
$181K
|