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 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
12.2KNew |
$2.13M - $2.63M
|
12.2K
$2.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.7K- 51.75% |
$297K - $367K
|
1.59K
$376K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$524 - $647
|
1.76K
$418K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-108- 49.77% |
$18.9K - $23.3K
|
109
$25.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-125- 1.53% |
$21.9K - $27K
|
8.07K
$1.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
197+ 7.0% |
$34.4K - $42.5K
|
3.01K
$715K
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
924New |
$162K - $199K
|
924
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-125- 7.09% |
$21.9K - $27K
|
1.64K
$389K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-2- 0.34% |
$350 - $432
|
579
$138K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-7- 0.82% |
$1.22K - $1.51K
|
843
$200K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
505+ 343.54% |
$88.3K - $109K
|
652
$155K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
763+ 5.84% |
$133K - $165K
|
13.8K
$3.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-2- 0.19% |
$350 - $432
|
1.07K
$254K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
6New |
$1.05K - $1.29K
|
6
$1.42K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-1.32K- 19.96% |
$230K - $284K
|
5.28K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-25- 1.63% |
$4.37K - $5.39K
|
1.51K
$359K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
SELL
|
- |
-6.68K- 72.73% |
$1.17M - $1.44M
|
2.51K
$595K
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
6.42KNew |
$1.12M - $1.39M
|
6.42K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-375- 8.84% |
$65.6K - $80.9K
|
3.87K
$919K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-1.62K- 13.59% |
$283K - $349K
|
10.3K
$2.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
131New |
$22.9K - $28.3K
|
131
$31.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
730+ 25.64% |
$128K - $158K
|
3.58K
$849K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.16K+ 339.1% |
$1.08M - $1.33M
|
7.97K
$1.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-173- 9.55% |
$30.2K - $37.3K
|
1.64K
$389K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.46K+ 271.86% |
$605K - $746K
|
4.73K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
182+ 7.89% |
$31.8K - $39.3K
|
2.49K
$591K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-86- 1.64% |
$15K - $18.6K
|
5.17K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-110- 8.38% |
$19.2K - $23.7K
|
1.2K
$286K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-83- 6.31% |
$14.5K - $17.9K
|
1.23K
$293K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-145- 14.5% |
$25.3K - $31.3K
|
855
$203K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-566- 98.26% |
$98.9K - $122K
|
10
$2.37K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-116- 97.48% |
$20.3K - $25K
|
3
$712
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-15.8K- 83.54% |
$2.75M - $3.4M
|
3.11K
$737K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
282+ 4.08% |
$49.3K - $60.9K
|
7.19K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-594- 93.84% |
$104K - $128K
|
39
$9.26K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.26K+ 0.75% |
$220K - $271K
|
168K
$39.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
79.7KNew |
$13.9M - $17.2M
|
79.7K
$18.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Reinhart Partners, Inc.
|
BUY
|
- |
88.4KNew |
$15.5M - $19.1M
|
88.4K
$21M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-14- 0.56% |
$2.45K - $3.02K
|
2.49K
$591K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-175- 6.77% |
$30.6K - $37.8K
|
2.41K
$572K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-2.36K- 47.72% |
$412K - $509K
|
2.58K
$613K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-36- 1.9% |
$6.29K - $7.77K
|
1.86K
$441K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-345- 25.5% |
$60.3K - $74.4K
|
1.01K
$239K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-8- 0.55% |
$1.4K - $1.73K
|
1.44K
$341K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8- 0.33% |
$1.4K - $1.73K
|
2.44K
$580K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
32+ 19.28% |
$5.59K - $6.91K
|
198
$47K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.01K- 35.41% |
$177K - $219K
|
1.85K
$439K
|
|
| Q1 2025 | |||||||
|
Oct 29, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
904New |
$179K - $208K
|
904
$215K
|
|
|
Oct 02, 2025
Q1 2025
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.5KNew |
$693K - $804K
|
3.5K
$831K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16.6KNew |
$3.28M - $3.81M
|
16.6K
$3.94M
|
|