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 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
285+ 14.45% |
$54K - $59.9K
|
2.26K
$465K
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
185+ 6.32% |
$35.1K - $38.9K
|
3.11K
$640K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-19- 0.25% |
$3.6K - $4K
|
7.72K
$1.59M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
25New |
$4.74K - $5.26K
|
25
$5.14K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
687K+ 659.12% |
$130M - $144M
|
791K
$163M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
1KNew |
$189K - $210K
|
1K
$206K
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
990+ 95.93% |
$188K - $208K
|
2.02K
$416K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
75New |
$14.2K - $15.8K
|
75
$15.4K
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
716+ 1.62% |
$136K - $151K
|
44.9K
$9.23M
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-136- 5.94% |
$25.8K - $28.6K
|
2.15K
$443K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
181+ 4.65% |
$34.3K - $38.1K
|
4.08K
$839K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
109+ 2.18% |
$20.7K - $22.9K
|
5.11K
$1.05M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.76K- 2.8% |
$1.09M - $1.21M
|
200K
$41.2M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-200- 2.27% |
$37.9K - $42.1K
|
8.61K
$1.77M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.1K+ 11.52% |
$1.16M - $1.28M
|
59K
$12.1M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-182- 31.11% |
$34.5K - $38.3K
|
403
$82.9K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.64KNew |
$310K - $344K
|
1.64K
$337K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.07% |
$189 - $210
|
1.44K
$295K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-143- 34.05% |
$27.1K - $30.1K
|
277
$57K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.34% |
$189 - $210
|
292
$60.1K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5.26K+ 101.88% |
$996K - $1.11M
|
10.4K
$2.14M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.8K- 3.24% |
$2.23M - $2.48M
|
352K
$72.4M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
4.33K+ 12.62% |
$820K - $910K
|
38.6K
$7.95M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-22- 11.46% |
$4.17K - $4.63K
|
170
$35K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.51% |
$189 - $210
|
196
$40.3K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-373- 26.74% |
$70.7K - $78.4K
|
1.02K
$210K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-6.54K- 2.68% |
$1.24M - $1.38M
|
238K
$48.9M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-36- 1.38% |
$6.82K - $7.57K
|
2.57K
$528K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
311New |
$58.9K - $65.4K
|
311
$64K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
PUT |
3KNew |
$568K - $631K
|
3K
$617K
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
258+ 206.4% |
$48.9K - $54.3K
|
383
$78.8K
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
18K+ 900.0% |
$3.41M - $3.79M
|
20K
$4.12M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
40+ 3.68% |
$7.58K - $8.41K
|
1.13K
$232K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.44K+ 7.46% |
$272K - $302K
|
20.7K
$4.26M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-4.2K- 5.41% |
$796K - $883K
|
73.5K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-273K- 33.95% |
$51.8M - $57.5M
|
532K
$109M
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
19+ 0.02% |
$3.6K - $4K
|
98.8K
$20.3M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
870KNew |
$165M - $183M
|
870K
$179M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
7.52K+ 120.24% |
$1.42M - $1.58M
|
13.8K
$2.83M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59.8K+ 38.52% |
$11.3M - $12.6M
|
215K
$44.2M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
194+ 6.26% |
$36.8K - $40.8K
|
3.29K
$678K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-339K- 57.59% |
$64.2M - $71.3M
|
250K
$51.4M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
150KNew |
$28.4M - $31.5M
|
150K
$30.9M
|
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
29.7KNew |
$5.62M - $6.24M
|
29.7K
$6.11M
|
|
|
May 15, 2024
Q1 2024
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
PUT |
-25K- 50.0% |
$4.74M - $5.26M
|
25K
$5.14M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
134+ 1.64% |
$25.4K - $28.2K
|
8.32K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
434+ 2.31% |
$82.2K - $91.3K
|
19.2K
$3.95M
|
|
|
May 15, 2024
Q1 2024
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-1.98M- 56.13% |
$375M - $416M
|
1.55M
$318M
|
|
|
May 15, 2024
Q1 2024
|
Rokos Capital Management LLP
London, X0 |
SELL
|
PUT |
-4.4M- 54.32% |
$834M - $925M
|
3.7M
$761M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
909+ 2.93% |
$172K - $191K
|
32K
$6.58M
|
|