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 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
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
CALL |
-1.5K- 60.0% |
$297K - $345K
|
1K
$237K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
400+ 3.36% |
$79.2K - $91.9K
|
12.3K
$2.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-794- 27.95% |
$157K - $182K
|
2.05K
$486K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-76- 19.34% |
$15.1K - $17.5K
|
317
$75.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$396 - $460
|
1.13K
$269K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 0.35% |
$1.98K - $2.3K
|
2.86K
$679K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-55- 1.31% |
$10.9K - $12.6K
|
4.16K
$987K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$19.8K - $23K
|
100
$23.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
25New |
$4.95K - $5.74K
|
25
$5.94K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1+ 0.02% |
$198 - $230
|
4.79K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-158- 10.89% |
$31.3K - $36.3K
|
1.29K
$307K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
523+ 0.95% |
$104K - $120K
|
55.5K
$13.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.66KNew |
$527K - $611K
|
2.66K
$632K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-107- 8.01% |
$21.2K - $24.6K
|
1.23K
$292K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-6.13K- 27.09% |
$1.21M - $1.41M
|
16.5K
$3.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-4.16K- 71.08% |
$825K - $957K
|
1.69K
$402K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-14- 1.37% |
$2.77K - $3.22K
|
1.01K
$240K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-23- 1.44% |
$4.56K - $5.29K
|
1.58K
$374K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-13- 0.16% |
$2.58K - $2.99K
|
7.95K
$1.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.51K- 50.32% |
$299K - $347K
|
1.49K
$354K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
10.6KNew |
$2.09M - $2.43M
|
10.6K
$2.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
375New |
$74.3K - $86.2K
|
375
$89.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
3.09KNew |
$612K - $710K
|
3.09K
$734K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
18.8K+ 739.42% |
$3.72M - $4.31M
|
21.3K
$5.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
302KNew |
$59.7M - $69.3M
|
302K
$71.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-50- 3.15% |
$9.91K - $11.5K
|
1.54K
$365K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
59New |
$11.7K - $13.6K
|
59
$14K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
CALL |
2.5KNew |
$495K - $574K
|
2.5K
$594K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6.94KNew |
$1.38M - $1.59M
|
6.94K
$1.65M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.54% |
$1.39K - $1.61K
|
449
$107K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-893- 32.25% |
$177K - $205K
|
1.88K
$446K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-677- 67.23% |
$134K - $156K
|
330
$78.4K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-48- 1.1% |
$9.51K - $11K
|
4.31K
$1.02M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-343- 10.61% |
$67.9K - $78.8K
|
2.89K
$686K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
1.12KNew |
$221K - $256K
|
1.12K
$265K
|
|
| Q4 2024 | |||||||
|
Jan 07, 2026
Q4 2024
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
17+ 65.38% |
$3.67K - $4.12K
|
43
$10.2K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
4.33K+ 60.16% |
$935K - $1.05M
|
11.5K
$2.74M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-50- 2.09% |
$10.8K - $12.1K
|
2.35K
$557K
|
|
|
Aug 18, 2025
Q4 2024
|
Carronade Capital Management, LP
Darien, CT |
BUY
|
PUT |
500KNew |
$108M - $121M
|
500K
$119M
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
56New |
$12.1K - $13.6K
|
56
$13.3K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
12New |
$2.59K - $2.91K
|
12
$2.85K
|
|
|
Jun 20, 2025
Q4 2024
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
2.1KNew |
$453K - $508K
|
2.1K
$498K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
558New |
$121K - $135K
|
558
$133K
|
|