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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
713K+ 268.91% |
$143M - $160M
|
978K
$229M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-6.01K- 78.55% |
$1.21M - $1.35M
|
1.64K
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
210+ 3.0% |
$42.2K - $47.2K
|
7.21K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
293+ 1.45% |
$58.9K - $65.8K
|
20.5K
$4.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.02K- 10.69% |
$205K - $230K
|
8.54K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-634- 6.16% |
$127K - $142K
|
9.67K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
18.7KNew |
$3.75M - $4.19M
|
18.7K
$4.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.66K+ 2.7% |
$334K - $374K
|
63.2K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.74K+ 27.29% |
$550K - $615K
|
12.8K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-229- 4.0% |
$46K - $51.4K
|
5.5K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-130- 8.06% |
$26.1K - $29.2K
|
1.48K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
99+ 0.12% |
$19.9K - $22.2K
|
80.9K
$19M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.62K+ 8.61% |
$326K - $365K
|
20.5K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
200+ 38.1% |
$40.2K - $44.9K
|
725
$170K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
22.4K+ 46.34% |
$4.51M - $5.04M
|
70.9K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.29K+ 6.33% |
$258K - $289K
|
21.6K
$5.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
PUT |
-21.6K- 11.31% |
$4.34M - $4.85M
|
169K
$39.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.82K+ 14.11% |
$365K - $408K
|
14.7K
$3.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Rovida Advisors Inc.
Newark, NJ |
BUY
|
- |
90KNew |
$18.1M - $20.2M
|
90K
$21.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
77.5K+ 26.12% |
$15.6M - $17.4M
|
374K
$87.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.09% |
$201 - $225
|
1.15K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-804- 45.3% |
$161K - $181K
|
971
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.98K+ 8.71% |
$397K - $444K
|
24.6K
$5.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-52- 4.66% |
$10.4K - $11.7K
|
1.07K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1+ 0.03% |
$201 - $225
|
3.37K
$792K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.3K+ 16.24% |
$2.07M - $2.31M
|
73.7K
$17.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.01% |
$201 - $225
|
8.93K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
PUT |
1.4KNew |
$281K - $314K
|
1.4K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.54K+ 18.38% |
$912K - $1.02M
|
29.2K
$6.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1.4K+ 2.35% |
$281K - $314K
|
60.8K
$14.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
277New |
$55.6K - $62.2K
|
277
$65K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
55.8KNew |
$11.2M - $12.5M
|
55.8K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
206+ 0.19% |
$41.4K - $46.3K
|
108K
$25.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-268- 3.28% |
$53.8K - $60.2K
|
7.89K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
8.63K+ 821.81% |
$1.73M - $1.94M
|
9.68K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-750- 6.52% |
$151K - $168K
|
10.8K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
210KNew |
$42.2M - $47.2M
|
210K
$49.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-1.08M- 22.82% |
$218M - $244M
|
3.67M
$861M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-178K- 7.14% |
$35.8M - $40M
|
2.32M
$544M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.05% |
$201 - $225
|
1.99K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-905- 4.9% |
$182K - $203K
|
17.6K
$4.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.14K+ 312.88% |
$1.43M - $1.6M
|
9.42K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
10.1K+ 218.2% |
$2.02M - $2.26M
|
14.7K
$3.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
931+ 5476.47% |
$187K - $209K
|
948
$222K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.26K- 0.26% |
$1.66M - $1.85M
|
3.13M
$735M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
30.5K+ 172.01% |
$6.12M - $6.85M
|
48.2K
$11.3M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
475+ 17.91% |
$95.4K - $107K
|
3.13K
$734K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.33% |
$3.21K - $3.59K
|
4.8K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.45M+ 50.45% |
$291M - $325M
|
4.31M
$1.01B
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-143- 3.27% |
$28.7K - $32.1K
|
4.23K
$993K
|