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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-75- 3.44% |
$16.2K - $18.2K
|
2.1K
$481K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.61K+ 0.79% |
$1.21M - $1.36M
|
715K
$163M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-282- 2.22% |
$60.9K - $68.4K
|
12.4K
$2.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-14- 0.55% |
$3.03K - $3.39K
|
2.55K
$583K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1.41K+ 55.44% |
$304K - $341K
|
3.95K
$902K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
540+ 6.5% |
$117K - $131K
|
8.85K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
84.5K+ 756.16% |
$18.3M - $20.5M
|
95.6K
$21.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
290+ 29.56% |
$62.7K - $70.3K
|
1.27K
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
24+ 1.3% |
$5.19K - $5.82K
|
1.87K
$428K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.01% |
$216 - $242
|
6.84K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.33KNew |
$286K - $321K
|
1.33K
$303K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
1.13K+ 4.51% |
$244K - $273K
|
26.1K
$5.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
374+ 7.62% |
$80.8K - $90.7K
|
5.29K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-2- 0.12% |
$432 - $485
|
1.63K
$374K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-122- 7.68% |
$26.4K - $29.6K
|
1.47K
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
1.83K+ 25.38% |
$396K - $444K
|
9.05K
$2.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
3.06KNew |
$660K - $741K
|
3.06K
$699K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
842+ 26.09% |
$182K - $204K
|
4.07K
$931K
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-11- 0.67% |
$2.38K - $2.67K
|
1.63K
$374K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-119- 2.31% |
$25.7K - $28.8K
|
5.04K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
96+ 5.06% |
$20.7K - $23.3K
|
1.99K
$456K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
993New |
$215K - $241K
|
993
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
289+ 2.47% |
$62.5K - $70.1K
|
12K
$2.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
18+ 1.34% |
$3.89K - $4.36K
|
1.36K
$312K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-459- 0.43% |
$99.2K - $111K
|
107K
$24.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-166- 4.12% |
$35.9K - $40.2K
|
3.86K
$883K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-62- 5.71% |
$13.4K - $15K
|
1.02K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3KNew |
$649K - $727K
|
3K
$686K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-92K- 90.15% |
$19.9M - $22.3M
|
10.1K
$2.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-223- 8.22% |
$48.2K - $54.1K
|
2.49K
$569K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.77K+ 294.26% |
$598K - $671K
|
3.71K
$848K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.22K- 2.46% |
$913K - $1.02M
|
167K
$38.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
924+ 1.71% |
$200K - $224K
|
55K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-154- 1.78% |
$33.3K - $37.3K
|
8.51K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
8.76K+ 55.8% |
$1.89M - $2.12M
|
24.4K
$5.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-8.06K- 70.33% |
$1.74M - $1.95M
|
3.4K
$778K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
11+ 0.88% |
$2.38K - $2.67K
|
1.25K
$287K
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-8.18K- 54.29% |
$1.77M - $1.98M
|
6.89K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-78- 0.36% |
$16.9K - $18.9K
|
21.3K
$4.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
50New |
$10.8K - $12.1K
|
50
$11.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
270+ 14.96% |
$58.4K - $65.4K
|
2.08K
$475K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-676- 8.01% |
$146K - $164K
|
7.77K
$1.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-14- 1.12% |
$3.03K - $3.39K
|
1.24K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-272- 5.03% |
$58.8K - $65.9K
|
5.14K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.27K+ 3.21% |
$274K - $307K
|
40.8K
$9.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
30+ 0.81% |
$6.48K - $7.27K
|
3.72K
$850K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-226- 5.27% |
$48.8K - $54.8K
|
4.07K
$930K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-6- 0.32% |
$1.3K - $1.45K
|
1.89K
$432K
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-1.1K- 4.98% |
$238K - $267K
|
21K
$4.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-57- 0.14% |
$12.3K - $13.8K
|
39.3K
$9M
|