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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-53- 4.77% |
$11.5K - $12.8K
|
1.06K
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
100+ 4.84% |
$21.6K - $24.2K
|
2.17K
$514K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
855+ 16.52% |
$185K - $207K
|
6.03K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-360- 7.65% |
$77.8K - $87.3K
|
4.35K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
31+ 22.63% |
$6.7K - $7.51K
|
168
$39.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
400+ 32.21% |
$86.5K - $97K
|
1.64K
$390K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.93K+ 12.56% |
$416K - $467K
|
17.3K
$4.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-394- 10.0% |
$85.2K - $95.5K
|
3.55K
$842K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.51K- 49.75% |
$758K - $850K
|
3.54K
$841K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 9.09% |
$1.08K - $1.21K
|
50
$11.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
35New |
$7.56K - $8.48K
|
35
$8.31K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
15+ 0.41% |
$3.24K - $3.64K
|
3.65K
$866K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
4.75K+ 32.84% |
$1.03M - $1.15M
|
19.2K
$4.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
5.25KNew |
$1.13M - $1.27M
|
5.25K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 3.85% |
$216 - $242
|
27
$6.41K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.02K- 14.49% |
$652K - $732K
|
17.8K
$4.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
CALL |
1KNew |
$216K - $242K
|
1K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
109+ 2.81% |
$23.6K - $26.4K
|
3.99K
$948K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.58K- 64.33% |
$558K - $626K
|
1.43K
$340K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
201New |
$43.4K - $48.7K
|
201
$47.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
171New |
$37K - $41.5K
|
171
$40.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
965New |
$209K - $234K
|
965
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.51KNew |
$325K - $365K
|
1.51K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-215- 94.71% |
$46.5K - $52.1K
|
12
$2.85K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-26- 2.22% |
$5.62K - $6.3K
|
1.14K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-178- 14.98% |
$38.5K - $43.1K
|
1.01K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.36KNew |
$295K - $331K
|
1.36K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.73K- 28.5% |
$589K - $661K
|
6.84K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
122New |
$26.4K - $29.6K
|
122
$29K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.63KNew |
$352K - $395K
|
1.63K
$387K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-433- 2.71% |
$93.6K - $105K
|
15.5K
$3.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
9.35KNew |
$2.02M - $2.27M
|
9.35K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
397New |
$85.8K - $96.2K
|
397
$94.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
1.14KNew |
$246K - $276K
|
1.14K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.76KNew |
$381K - $427K
|
1.76K
$418K
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
34.9KNew |
$7.53M - $8.45M
|
34.9K
$8.28M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.18K- 24.17% |
$471K - $528K
|
6.84K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.91KNew |
$413K - $463K
|
1.91K
$454K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.33KNew |
$287K - $322K
|
1.33K
$316K
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
10+ 0.84% |
$2.16K - $2.42K
|
1.2K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
73KNew |
$15.8M - $17.7M
|
73K
$17.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-25- 0.58% |
$5.4K - $6.06K
|
4.25K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-41- 2.59% |
$8.86K - $9.94K
|
1.54K
$367K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
944New |
$204K - $229K
|
944
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1+ 0.1% |
$216 - $242
|
1.03K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
918New |
$198K - $223K
|
918
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
198+ 4.13% |
$42.8K - $48K
|
4.99K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
5.01KNew |
$1.08M - $1.21M
|
5.01K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
38.2KNew |
$8.26M - $9.26M
|
38.2K
$9.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
25.1KNew |
$5.43M - $6.09M
|
25.1K
$5.97M
|
|