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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.56K+ 14.76% |
$797K - $984K
|
35.5K
$8.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.24% |
$175 - $216
|
423
$100K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
15New |
$2.62K - $3.24K
|
15
$3.56K
|
|
|
Aug 13, 2025
Q2 2025
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
CALL |
1.2MNew |
$210M - $259M
|
1.2M
$285M
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
184K+ 191.68% |
$32.2M - $39.8M
|
281K
$66.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Myda Advisors LLC
Inwood, NY |
SELL
|
PUT |
-10K- 20.0% |
$1.75M - $2.16M
|
40K
$9.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-19.9K- 99.25% |
$3.47M - $4.28M
|
150
$35.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-99- 3.69% |
$17.3K - $21.4K
|
2.59K
$614K
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-38.6K- 77.2% |
$6.75M - $8.33M
|
11.4K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12+ 3.18% |
$2.1K - $2.59K
|
389
$92.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
302New |
$52.8K - $65.2K
|
302
$71.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
22+ 26.83% |
$3.85K - $4.75K
|
104
$24.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
8+ 0.63% |
$1.4K - $1.73K
|
1.28K
$304K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-580- 25.88% |
$101K - $125K
|
1.66K
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-24.2K- 96.52% |
$4.24M - $5.23M
|
873
$207K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
PUT |
112K+ 30170.27% |
$19.5M - $24.1M
|
112K
$26.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
488New |
$85.3K - $105K
|
488
$116K
|
|
|
Aug 13, 2025
Q2 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-680- 1.62% |
$119K - $147K
|
41.2K
$9.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-25- 39.06% |
$4.37K - $5.39K
|
39
$9.26K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$175 - $216
|
3.62K
$860K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
499New |
$87.2K - $108K
|
499
$119K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-1.21K- 41.4% |
$212K - $261K
|
1.71K
$407K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-33- 0.16% |
$5.77K - $7.12K
|
21K
$4.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
50.3K+ 1257.73% |
$8.79M - $10.8M
|
54.3K
$12.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-24- 1.38% |
$4.2K - $5.18K
|
1.71K
$407K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-866- 26.89% |
$151K - $187K
|
2.36K
$559K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-37- 0.86% |
$6.47K - $7.98K
|
4.26K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.14% |
$175 - $216
|
700
$166K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
40+ 4.49% |
$6.99K - $8.63K
|
930
$221K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-143- 17.08% |
$25K - $30.9K
|
694
$165K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
925New |
$162K - $200K
|
925
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-17- 0.85% |
$2.97K - $3.67K
|
1.99K
$473K
|
|
|
Aug 12, 2025
Q2 2025
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
4KNew |
$699K - $863K
|
4K
$950K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
14K+ 127427.27% |
$2.45M - $3.02M
|
14K
$3.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
3+ 0.29% |
$524 - $647
|
1.03K
$245K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-175- 3.19% |
$30.6K - $37.8K
|
5.31K
$1.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-678- 35.87% |
$119K - $146K
|
1.21K
$288K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
169+ 32.69% |
$29.5K - $36.5K
|
686
$163K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-500- 17.78% |
$87.4K - $108K
|
2.31K
$549K
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.06KNew |
$185K - $228K
|
1.06K
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-123- 2.37% |
$21.5K - $26.5K
|
5.06K
$1.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-64- 2.47% |
$11.2K - $13.8K
|
2.53K
$600K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
522+ 2372.73% |
$91.3K - $113K
|
544
$129K
|
|
|
Aug 11, 2025
Q2 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-9- 6.25% |
$1.57K - $1.94K
|
135
$32.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
BUY
|
- |
1.3K+ 6.6% |
$227K - $281K
|
21K
$4.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
4New |
$699 - $863
|
4
$950
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.74K+ 122.5% |
$305K - $376K
|
3.16K
$751K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-54- 46.15% |
$9.44K - $11.7K
|
63
$15K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
764+ 5.02% |
$134K - $165K
|
16K
$3.8M
|
|