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 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
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
973New |
$170K - $210K
|
973
$231K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-8.44K- 89.9% |
$1.47M - $1.82M
|
948
$225K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
31.1KNew |
$5.43M - $6.71M
|
31.1K
$7.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-88.5K- 94.21% |
$15.5M - $19.1M
|
5.44K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-296- 12.02% |
$51.7K - $63.9K
|
2.17K
$515K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
40New |
$6.99K - $8.63K
|
40
$9.5K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
129+ 7.44% |
$22.6K - $27.8K
|
1.86K
$443K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
PUT |
23.5KNew |
$4.11M - $5.07M
|
23.5K
$5.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
999New |
$175K - $216K
|
999
$237K
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
105New |
$18.4K - $22.7K
|
105
$24.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.25K+ 6.3% |
$218K - $270K
|
21.1K
$5M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-69- 2.43% |
$12.1K - $14.9K
|
2.78K
$659K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
5+ 0.21% |
$874 - $1.08K
|
2.36K
$559K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-69- 5.02% |
$12.1K - $14.9K
|
1.31K
$310K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-6- 0.36% |
$1.05K - $1.29K
|
1.67K
$398K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-575- 8.57% |
$101K - $124K
|
6.13K
$1.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.39KNew |
$244K - $301K
|
1.39K
$331K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
24New |
$4.2K - $5.18K
|
24
$5.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-64- 6.01% |
$11.2K - $13.8K
|
1K
$238K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
927New |
$162K - $200K
|
927
$220K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
973New |
$170K - $210K
|
973
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
966New |
$169K - $208K
|
966
$229K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-331- 85.31% |
$57.9K - $71.4K
|
57
$13.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-229- 3.47% |
$40K - $49.4K
|
6.36K
$1.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
PUT |
7.3K+ 35.44% |
$1.28M - $1.58M
|
27.9K
$6.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-110- 7.04% |
$19.2K - $23.7K
|
1.45K
$345K
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-7- 0.34% |
$1.22K - $1.51K
|
2.04K
$484K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
200+ 29.9% |
$35K - $43.2K
|
869
$206K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
7+ 0.25% |
$1.22K - $1.51K
|
2.77K
$658K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-11- 0.2% |
$1.92K - $2.37K
|
5.44K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
SELL
|
- |
-25- 1.73% |
$4.37K - $5.39K
|
1.42K
$337K
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
SELL
|
- |
-5.09K- 75.29% |
$891K - $1.1M
|
1.67K
$397K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.37KNew |
$239K - $295K
|
1.37K
$325K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
2.65KNew |
$463K - $572K
|
2.65K
$629K
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
1KNew |
$175K - $216K
|
1K
$237K
|
|