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 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-20- 0.15% |
$4.02K - $4.49K
|
13K
$3.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-118- 2.65% |
$23.7K - $26.5K
|
4.34K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-6- 0.59% |
$1.21K - $1.35K
|
1.01K
$238K
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
BUY
|
- |
1K+ 2.72% |
$201K - $225K
|
37.9K
$8.89M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
500+ 4.28% |
$100K - $112K
|
12.2K
$2.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
10+ 0.31% |
$2.01K - $2.25K
|
3.24K
$760K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.8K+ 1.16% |
$2.16M - $2.42M
|
935K
$220M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
CALL |
3K+ 300.0% |
$603K - $674K
|
4K
$939K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
937New |
$188K - $210K
|
937
$220K
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
398+ 3.8% |
$79.9K - $89.4K
|
10.9K
$2.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.35K+ 107.92% |
$673K - $753K
|
6.46K
$1.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7+ 0.34% |
$1.41K - $1.57K
|
2.1K
$492K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.29K- 2.2% |
$861K - $963K
|
191K
$44.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-99- 0.47% |
$19.9K - $22.2K
|
21K
$4.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
39+ 2.56% |
$7.83K - $8.76K
|
1.56K
$366K
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.5KNew |
$301K - $337K
|
1.5K
$352K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
949+ 5.45% |
$191K - $213K
|
18.4K
$4.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-872- 2.19% |
$175K - $196K
|
38.9K
$9.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.74K+ 15.87% |
$551K - $616K
|
20K
$4.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.59K- 26.78% |
$520K - $581K
|
7.08K
$1.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-466- 13.05% |
$93.6K - $105K
|
3.11K
$729K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.19K+ 74.13% |
$640K - $716K
|
7.49K
$1.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
238+ 10.07% |
$47.8K - $53.5K
|
2.6K
$610K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
67+ 0.3% |
$13.5K - $15K
|
22.3K
$5.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
153+ 0.58% |
$30.7K - $34.4K
|
26.4K
$6.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
68+ 10.41% |
$13.7K - $15.3K
|
721
$169K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
80New |
$16.1K - $18K
|
80
$18.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.48K- 6.84% |
$297K - $332K
|
20.2K
$4.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
7.92KNew |
$1.59M - $1.78M
|
7.92K
$1.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-300- 24.0% |
$60.3K - $67.4K
|
950
$223K
|
|
|
Nov 06, 2024
Q3 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
29.1KNew |
$5.85M - $6.54M
|
29.1K
$6.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
CALL |
100+ 50.0% |
$20.1K - $22.5K
|
300
$70.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2.89K+ 52.53% |
$581K - $649K
|
8.39K
$1.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-19.8K- 27.08% |
$3.98M - $4.45M
|
53.4K
$12.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-184- 5.0% |
$37K - $41.3K
|
3.5K
$820K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
780+ 70.21% |
$157K - $175K
|
1.89K
$444K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
300+ 26.5% |
$60.3K - $67.4K
|
1.43K
$336K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
382+ 9.76% |
$76.7K - $85.8K
|
4.3K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-197- 5.42% |
$39.6K - $44.2K
|
3.44K
$807K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-905- 86.85% |
$182K - $203K
|
137
$32.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
85+ 2.36% |
$17.1K - $19.1K
|
3.69K
$867K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-4.93K- 24.42% |
$989K - $1.11M
|
15.2K
$3.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
BUY
|
- |
19.7KNew |
$3.96M - $4.42M
|
19.7K
$4.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
395+ 19.27% |
$79.3K - $88.7K
|
2.45K
$574K
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
149+ 1.36% |
$29.9K - $33.5K
|
11.1K
$2.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-153- 1.0% |
$30.7K - $34.4K
|
15.1K
$3.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$402 - $449
|
1.33K
$312K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-573- 5.42% |
$115K - $129K
|
10K
$2.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-39- 3.31% |
$7.83K - $8.76K
|
1.14K
$268K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
20+ 3.75% |
$4.02K - $4.49K
|
553
$130K
|