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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-169- 8.54% |
$33.5K - $38.8K
|
1.81K
$430K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-3.89K- 78.39% |
$771K - $895K
|
1.07K
$255K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
CALL |
600New |
$119K - $138K
|
600
$142K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
325New |
$64.4K - $74.7K
|
325
$77.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.32KNew |
$261K - $303K
|
1.32K
$313K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-11- 0.22% |
$2.18K - $2.53K
|
5.04K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-497- 70.2% |
$98.5K - $114K
|
211
$50.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-374- 1.21% |
$74.1K - $85.9K
|
30.5K
$7.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-20.9K- 73.38% |
$4.15M - $4.81M
|
7.6K
$1.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
242+ 36.34% |
$47.9K - $55.6K
|
908
$216K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-22- 0.55% |
$4.36K - $5.06K
|
3.95K
$938K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
100New |
$19.8K - $23K
|
100
$23.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
100+ 2.63% |
$19.8K - $23K
|
3.9K
$926K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-14- 1.36% |
$2.77K - $3.22K
|
1.01K
$241K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.09% |
$198 - $230
|
1.16K
$274K
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
1.34KNew |
$265K - $308K
|
1.34K
$318K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-15- 19.74% |
$2.97K - $3.45K
|
61
$14.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.25KNew |
$248K - $288K
|
1.25K
$298K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
125+ 7.43% |
$24.8K - $28.7K
|
1.81K
$429K
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-66- 2.54% |
$13.1K - $15.2K
|
2.53K
$600K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-75- 4.32% |
$14.9K - $17.2K
|
1.66K
$394K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-673- 1.69% |
$133K - $155K
|
39.2K
$9.31M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.09KNew |
$216K - $251K
|
1.09K
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-191- 1.72% |
$37.8K - $43.9K
|
10.9K
$2.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-129- 2.6% |
$25.6K - $29.6K
|
4.83K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-29- 2.6% |
$5.74K - $6.66K
|
1.09K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-865- 4.4% |
$171K - $199K
|
18.8K
$4.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-63- 1.36% |
$12.5K - $14.5K
|
4.58K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
12+ 0.21% |
$2.38K - $2.76K
|
5.72K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-5.35K- 4.28% |
$1.06M - $1.23M
|
120K
$28.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-25- 0.77% |
$4.95K - $5.74K
|
3.21K
$761K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
119+ 2.19% |
$23.6K - $27.3K
|
5.55K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-10- 0.85% |
$1.98K - $2.3K
|
1.16K
$276K
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-132- 9.26% |
$26.1K - $30.3K
|
1.29K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-570- 9.11% |
$113K - $131K
|
5.69K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-1.02K- 28.07% |
$201K - $234K
|
2.61K
$619K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-102- 6.41% |
$20.2K - $23.4K
|
1.49K
$354K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-34- 19.43% |
$6.74K - $7.81K
|
141
$33.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-15- 12.61% |
$2.97K - $3.45K
|
104
$24.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6+ 0.26% |
$1.19K - $1.38K
|
2.28K
$541K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-100- 1.67% |
$19.8K - $23K
|
5.9K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-46- 31.51% |
$9.11K - $10.6K
|
100
$23.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-158- 16.39% |
$31.3K - $36.3K
|
806
$191K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-250- 7.87% |
$49.5K - $57.4K
|
2.93K
$695K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.09KNew |
$215K - $250K
|
1.09K
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-20- 0.13% |
$3.96K - $4.6K
|
15.1K
$3.57M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.19K- 48.28% |
$236K - $274K
|
1.28K
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-100- 7.41% |
$19.8K - $23K
|
1.25K
$297K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
17+ 0.36% |
$3.37K - $3.91K
|
4.7K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-10.1K- 76.5% |
$1.99M - $2.31M
|
3.09K
$734K
|
|