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 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.22KNew |
$1.05M - $1.17M
|
5.22K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.3% |
$803 - $898
|
1.32K
$310K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.12% |
$803 - $898
|
3.24K
$761K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.35K+ 56.85% |
$673K - $752K
|
9.24K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
835+ 1.05% |
$168K - $188K
|
80.6K
$18.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1- 0.19% |
$201 - $225
|
516
$121K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-100- 2.17% |
$20.1K - $22.5K
|
4.52K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.79K+ 39.31% |
$359K - $401K
|
6.33K
$1.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-50K- 33.33% |
$10M - $11.2M
|
100K
$23.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2+ 0.03% |
$402 - $449
|
6.91K
$1.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.54K+ 8.19% |
$1.92M - $2.14M
|
126K
$29.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.03K+ 17.11% |
$207K - $232K
|
7.06K
$1.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.49K+ 36.33% |
$298K - $334K
|
5.57K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
5+ 0.42% |
$1K - $1.12K
|
1.19K
$279K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-14.9K- 22.55% |
$3M - $3.35M
|
51.3K
$12M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
903+ 4.14% |
$181K - $203K
|
22.7K
$5.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
512+ 1.41% |
$103K - $115K
|
36.9K
$8.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
459+ 52.7% |
$92.2K - $103K
|
1.33K
$312K
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
11K+ 445.97% |
$2.21M - $2.47M
|
13.5K
$3.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
458+ 14.99% |
$92K - $103K
|
3.51K
$825K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
8.1K+ 1.87% |
$1.63M - $1.82M
|
442K
$104M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2+ 1.24% |
$402 - $449
|
163
$38.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
PUT |
283K+ 2358.33% |
$56.8M - $63.6M
|
295K
$69.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-20.2K- 2.16% |
$4.06M - $4.54M
|
915K
$215M
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
100+ 8.1% |
$20.1K - $22.5K
|
1.33K
$313K
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-365- 1.67% |
$73.3K - $82K
|
21.5K
$5.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.43KNew |
$287K - $321K
|
1.43K
$336K
|
|
|
Nov 07, 2024
Q3 2024
|
Bck Capital Management LP
Stamford, CT |
SELL
|
PUT |
-4.6K- 22.01% |
$924K - $1.03M
|
16.3K
$3.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-13- 0.21% |
$2.61K - $2.92K
|
6.05K
$1.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-5- 0.18% |
$1K - $1.12K
|
2.76K
$648K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
6.55K+ 5.02% |
$1.32M - $1.47M
|
137K
$32.2M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-310- 1.08% |
$62.3K - $69.6K
|
28.3K
$6.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
10.1K+ 188.64% |
$2.03M - $2.28M
|
15.5K
$3.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-1.25K- 6.27% |
$251K - $281K
|
18.7K
$4.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.1KNew |
$622K - $695K
|
3.1K
$727K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
898+ 50.42% |
$180K - $202K
|
2.68K
$629K
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-554- 0.75% |
$111K - $124K
|
73K
$17.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-5- 0.06% |
$1K - $1.12K
|
8.53K
$2M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14K+ 55.0% |
$2.8M - $3.14M
|
39.3K
$9.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.82K- 7.9% |
$366K - $409K
|
21.2K
$4.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.38K+ 7.1% |
$1.28M - $1.43M
|
96.2K
$22.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-63- 1.57% |
$12.7K - $14.1K
|
3.96K
$928K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1- 1.02% |
$201 - $225
|
97
$22.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
104New |
$20.9K - $23.4K
|
104
$24.4K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
10.2K+ 4.37% |
$2.06M - $2.3M
|
245K
$57.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-159- 1.01% |
$31.9K - $35.7K
|
15.7K
$3.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-19.9K- 20.12% |
$4M - $4.47M
|
79K
$18.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
1.95M+ 67.17% |
$392M - $439M
|
4.86M
$1.14B
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
4.09K+ 1.37% |
$821K - $918K
|
303K
$71M
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
7.39K+ 6421.74% |
$1.48M - $1.66M
|
7.5K
$1.76M
|