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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-439- 3.86% |
$88.2K - $98.6K
|
10.9K
$2.42M
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-140- 4.52% |
$28.1K - $31.4K
|
2.95K
$655K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 0.71% |
$20.1K - $22.5K
|
14K
$3.12M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-678- 1.7% |
$136K - $152K
|
39.3K
$8.71M
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.72KNew |
$345K - $385K
|
1.72K
$381K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
4.36K+ 19.01% |
$876K - $980K
|
27.3K
$6.06M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.12K+ 20.23% |
$224K - $251K
|
6.64K
$1.47M
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-303- 9.31% |
$60.9K - $68.1K
|
2.95K
$655K
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-299- 2.76% |
$60.1K - $67.2K
|
10.5K
$2.34M
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
537+ 11.95% |
$108K - $121K
|
5.03K
$1.12M
|
|
Oct 15, 2024
Q3 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-2.7K- 56.43% |
$542K - $606K
|
2.09K
$462K
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.01K+ 54.81% |
$204K - $228K
|
2.86K
$635K
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-2.38K- 27.43% |
$477K - $533K
|
6.28K
$1.39M
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
293+ 20.0% |
$58.9K - $65.8K
|
1.76K
$390K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
341+ 3.51% |
$68.5K - $76.6K
|
10.1K
$2.23M
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
667+ 3.63% |
$134K - $150K
|
19.1K
$4.23M
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.05K+ 9.23% |
$211K - $236K
|
12.4K
$2.76M
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-552- 2.52% |
$111K - $124K
|
21.4K
$4.74M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.87KNew |
$375K - $419K
|
1.87K
$414K
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.41KNew |
$685K - $766K
|
3.41K
$757K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
456+ 6.27% |
$91.6K - $102K
|
7.73K
$1.72M
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11+ 0.53% |
$2.21K - $2.47K
|
2.07K
$460K
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-60- 2.84% |
$12.1K - $13.5K
|
2.05K
$456K
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
8+ 0.15% |
$1.61K - $1.8K
|
5.24K
$1.16M
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-13- 0.26% |
$2.61K - $2.92K
|
5K
$1.11M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-124- 18.42% |
$24.9K - $27.9K
|
549
$122K
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-34- 3.35% |
$6.83K - $7.64K
|
981
$218K
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1+ 0.02% |
$201 - $225
|
5.16K
$1.14M
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-103- 2.69% |
$20.7K - $23.1K
|
3.73K
$827K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.23K+ 11.35% |
$448K - $501K
|
21.9K
$4.85M
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-5- 0.8% |
$1K - $1.12K
|
620
$138K
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
36+ 0.03% |
$7.23K - $8.09K
|
118K
$26.2M
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
542+ 1.71% |
$109K - $122K
|
32.2K
$7.15M
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.06% |
$201 - $225
|
1.57K
$349K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-153- 8.7% |
$30.7K - $34.4K
|
1.61K
$356K
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-181- 4.45% |
$36.4K - $40.7K
|
3.88K
$861K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
249+ 3.81% |
$50K - $55.9K
|
6.79K
$1.51M
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-91- 3.35% |
$18.3K - $20.4K
|
2.63K
$583K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 0.26% |
$201 - $225
|
392
$86.9K
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
656+ 0.21% |
$132K - $147K
|
313K
$69.4M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.49K- 4.39% |
$300K - $335K
|
32.5K
$7.2M
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
60+ 2.19% |
$12.1K - $13.5K
|
2.8K
$620K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
4.66K+ 491.04% |
$936K - $1.05M
|
5.61K
$1.24M
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
13.6K+ 54.37% |
$2.73M - $3.05M
|
38.6K
$8.56M
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-598- 6.44% |
$120K - $134K
|
8.69K
$1.93M
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-112- 3.41% |
$22.5K - $25.2K
|
3.18K
$705K
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
SELL
|
- |
-2.2K- 33.22% |
$442K - $494K
|
4.42K
$981K
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-755- 3.39% |
$152K - $170K
|
21.5K
$4.77M
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
255+ 1.35% |
$51.2K - $57.3K
|
19.2K
$4.26M
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
56+ 2.01% |
$11.2K - $12.6K
|
2.85K
$631K
|