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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
25K+ 50.0% |
$4.95M - $5.74M
|
75K
$17.8M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
22New |
$4.36K - $5.06K
|
22
$5.22K
|
|
|
May 08, 2025
Q1 2025
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-7.75K- 72.09% |
$1.54M - $1.78M
|
3K
$712K
|
|
|
May 07, 2025
Q1 2025
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
CALL |
170KNew |
$33.7M - $39.1M
|
170K
$40.4M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
8KNew |
$1.58M - $1.84M
|
8K
$1.9M
|
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-130K- 68.36% |
$25.8M - $29.9M
|
60.3K
$14.3M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-24.1K- 91.97% |
$4.78M - $5.54M
|
2.1K
$500K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
45+ 0.84% |
$8.91K - $10.3K
|
5.42K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-43- 18.14% |
$8.52K - $9.88K
|
194
$46.1K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-33- 0.8% |
$6.54K - $7.58K
|
4.11K
$977K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
CALL |
1KNew |
$198K - $230K
|
1K
$237K
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-828- 38.91% |
$164K - $190K
|
1.3K
$309K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-174- 67.7% |
$34.5K - $40K
|
83
$19.7K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-80- 2.15% |
$15.8K - $18.4K
|
3.65K
$866K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
60New |
$11.9K - $13.8K
|
60
$14.2K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
2+ 1.25% |
$396 - $460
|
162
$38.5K
|
|
|
May 06, 2025
Q1 2025
|
Aigh Capital Management LLC
Baltimore, MD |
BUY
|
PUT |
40KNew |
$7.92M - $9.19M
|
40K
$9.5M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-125K- 73.24% |
$24.7M - $28.7M
|
45.6K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Poplar Forest Capital LLC
|
BUY
|
- |
4.87KNew |
$965K - $1.12M
|
4.87K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.82KNew |
$360K - $417K
|
1.82K
$431K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-28- 2.05% |
$5.55K - $6.43K
|
1.34K
$317K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
BUY
|
- |
31+ 0.73% |
$6.14K - $7.12K
|
4.28K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.23K- 8.38% |
$639K - $742K
|
35.3K
$8.38M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 0.6% |
$198 - $230
|
168
$39.9K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
235+ 2.41% |
$46.6K - $54K
|
9.98K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-4.1K- 78.43% |
$812K - $942K
|
1.13K
$268K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.01KNew |
$200K - $232K
|
1.01K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.64K- 30.58% |
$720K - $836K
|
8.26K
$1.96M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-1.64K- 14.95% |
$325K - $377K
|
9.33K
$2.22M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
15New |
$2.97K - $3.45K
|
15
$3.56K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-298K- 97.29% |
$59.1M - $68.5M
|
8.31K
$1.97M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1- 6.25% |
$198 - $230
|
15
$3.56K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-18.1K- 85.27% |
$3.59M - $4.16M
|
3.13K
$743K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.87KNew |
$371K - $430K
|
1.87K
$444K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
870+ 13.54% |
$172K - $200K
|
7.3K
$1.73M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-49- 1.95% |
$9.71K - $11.3K
|
2.47K
$586K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
178+ 16.68% |
$35.3K - $40.9K
|
1.25K
$296K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-92- 1.2% |
$18.2K - $21.1K
|
7.56K
$1.79M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-168- 1.99% |
$33.3K - $38.6K
|
8.27K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1K+ 715.0% |
$198K - $230K
|
1.14K
$271K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
37New |
$7.33K - $8.5K
|
37
$8.79K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-16- 1.28% |
$3.17K - $3.68K
|
1.24K
$294K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-348- 3.51% |
$68.9K - $80K
|
9.56K
$2.27M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-75- 15.5% |
$14.9K - $17.2K
|
409
$97.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-75- 6.67% |
$14.9K - $17.2K
|
1.05K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
462+ 48.63% |
$91.5K - $106K
|
1.41K
$335K
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
313+ 1.83% |
$62K - $71.9K
|
17.4K
$4.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-23- 0.35% |
$4.56K - $5.29K
|
6.58K
$1.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
2K+ 50.0% |
$396K - $460K
|
6K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
180+ 18000.0% |
$35.7K - $41.4K
|
181
$43K
|
|