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 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
49New |
$8.57K - $10.6K
|
49
$11.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-745- 43.72% |
$130K - $161K
|
959
$228K
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
1.32KNew |
$230K - $284K
|
1.32K
$313K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
839New |
$147K - $181K
|
839
$199K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
137+ 5.88% |
$24K - $29.6K
|
2.47K
$586K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-40- 3.5% |
$6.99K - $8.63K
|
1.1K
$262K
|
|
|
Jul 30, 2025
Q2 2025
|
Acuitas Investments, LLC
|
BUY
|
- |
3.7KNew |
$647K - $798K
|
3.7K
$879K
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
225+ 450.0% |
$39.3K - $48.6K
|
275
$65.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-13- 6.07% |
$2.27K - $2.81K
|
201
$47.7K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.65K+ 21.15% |
$463K - $572K
|
15.2K
$3.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
SELL
|
- |
-100- 2.06% |
$17.5K - $21.6K
|
4.75K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-70- 3.76% |
$12.2K - $15.1K
|
1.79K
$425K
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
950New |
$166K - $205K
|
950
$226K
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-7- 0.4% |
$1.22K - $1.51K
|
1.76K
$417K
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
108+ 7.16% |
$18.9K - $23.3K
|
1.62K
$384K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
100+ 5.43% |
$17.5K - $21.6K
|
1.94K
$461K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
991New |
$173K - $214K
|
991
$235K
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.47KNew |
$257K - $317K
|
1.47K
$349K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-192- 36.43% |
$33.6K - $41.4K
|
335
$79.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
927New |
$162K - $200K
|
927
$220K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.23KNew |
$391K - $482K
|
2.23K
$531K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.7K- 14.0% |
$1.87M - $2.31M
|
65.8K
$15.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-105- 3.37% |
$18.4K - $22.7K
|
3.01K
$714K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1- 0.49% |
$175 - $216
|
205
$48.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
30+ 2.79% |
$5.24K - $6.47K
|
1.11K
$262K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-92- 1.64% |
$16.1K - $19.9K
|
5.52K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-4- 0.22% |
$699 - $863
|
1.83K
$435K
|
|
|
Jul 24, 2025
Q2 2025
|
Verger Capital Management LLC
|
BUY
|
- |
34+ 0.13% |
$5.94K - $7.34K
|
26.7K
$6.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
985New |
$172K - $213K
|
985
$234K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-10- 1.22% |
$1.75K - $2.16K
|
807
$192K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-84- 27.1% |
$14.7K - $18.1K
|
226
$53.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
265+ 18.53% |
$46.3K - $57.2K
|
1.7K
$403K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
22+ 1.55% |
$3.85K - $4.75K
|
1.45K
$343K
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-44- 7.06% |
$7.69K - $9.49K
|
579
$138K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-135- 45.76% |
$23.6K - $29.1K
|
160
$38K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-350- 11.67% |
$61.2K - $75.5K
|
2.65K
$629K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
57New |
$9.96K - $12.3K
|
57
$13.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
996+ 72.07% |
$174K - $215K
|
2.38K
$565K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.73KNew |
$302K - $373K
|
1.73K
$411K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-1.48K- 18.49% |
$258K - $319K
|
6.51K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-30- 16.13% |
$5.24K - $6.47K
|
156
$37K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-145- 19.46% |
$25.3K - $31.3K
|
600
$142K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
978New |
$171K - $211K
|
978
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
1.59KNew |
$277K - $342K
|
1.59K
$377K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-50- 2.17% |
$8.74K - $10.8K
|
2.26K
$536K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
25+ 0.86% |
$4.37K - $5.39K
|
2.94K
$697K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.27KNew |
$221K - $273K
|
1.27K
$300K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
946New |
$165K - $204K
|
946
$225K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
41+ 2.88% |
$7.17K - $8.85K
|
1.46K
$348K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-22- 0.26% |
$3.85K - $4.75K
|
8.59K
$2.04M
|
|