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 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-23.2K- 38.29% |
$4.67M - $5.22M
|
37.4K
$8.79M
|
|
|
Nov 05, 2024
Q3 2024
|
American Assets Investment Management, LLC
|
BUY
|
- |
16KNew |
$3.21M - $3.59M
|
16K
$3.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18.7K+ 1492.51% |
$3.76M - $4.21M
|
20K
$4.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
63.2K+ 572.29% |
$12.7M - $14.2M
|
74.3K
$17.4M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.6K+ 485.41% |
$2.33M - $2.6M
|
14K
$3.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-65- 0.38% |
$13.1K - $14.6K
|
17.1K
$4.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5.31K- 59.09% |
$1.07M - $1.19M
|
3.68K
$863K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.56K+ 466.3% |
$514K - $575K
|
3.11K
$730K
|
|
|
Nov 04, 2024
Q3 2024
|
Truxt Investmentos Ltda.
|
BUY
|
- |
1.33KNew |
$268K - $300K
|
1.33K
$313K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
44+ 0.29% |
$8.84K - $9.88K
|
15.4K
$3.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-179- 2.44% |
$36K - $40.2K
|
7.17K
$1.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
360+ 1.04% |
$72.3K - $80.9K
|
35K
$8.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.28KNew |
$257K - $287K
|
1.28K
$300K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5.01KNew |
$1.01M - $1.13M
|
5.01K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1- 0.09% |
$201 - $225
|
1.11K
$261K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
392+ 10.17% |
$78.7K - $88K
|
4.25K
$997K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.53K- 66.6% |
$508K - $568K
|
1.27K
$298K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-329- 1.39% |
$66.1K - $73.9K
|
23.3K
$5.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2- 14.29% |
$402 - $449
|
12
$2.82K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29+ 7.16% |
$5.83K - $6.51K
|
434
$102K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
966+ 3.9% |
$194K - $217K
|
25.7K
$6.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Maso Capital Partners LTD
Hong Kong, K3 |
BUY
|
- |
13.6KNew |
$2.73M - $3.05M
|
13.6K
$3.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.09K+ 24.44% |
$219K - $245K
|
5.56K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
143+ 13.11% |
$28.7K - $32.1K
|
1.23K
$290K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
45+ 1.71% |
$9.04K - $10.1K
|
2.68K
$629K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
102+ 1.33% |
$20.5K - $22.9K
|
7.8K
$1.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-71- 5.4% |
$14.3K - $15.9K
|
1.24K
$292K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
18+ 0.9% |
$3.62K - $4.04K
|
2.03K
$476K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-193- 4.31% |
$38.8K - $43.3K
|
4.29K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-429- 7.84% |
$86.2K - $96.4K
|
5.04K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
172+ 17.23% |
$34.5K - $38.6K
|
1.17K
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
908+ 2.85% |
$182K - $204K
|
32.8K
$7.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-98- 6.35% |
$19.7K - $22K
|
1.45K
$339K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
17+ 1.41% |
$3.41K - $3.82K
|
1.22K
$287K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.76K- 2.69% |
$1.16M - $1.29M
|
209K
$48.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-4.87K- 13.46% |
$979K - $1.09M
|
31.3K
$7.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
906New |
$182K - $203K
|
906
$213K
|
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
SELL
|
- |
-144- 4.36% |
$28.9K - $32.3K
|
3.16K
$741K
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-11- 0.35% |
$2.21K - $2.47K
|
3.12K
$733K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.03% |
$201 - $225
|
3.94K
$925K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.76K- 2.35% |
$353K - $395K
|
73K
$17.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
343+ 14.78% |
$68.9K - $77K
|
2.66K
$625K
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.71K- 16.35% |
$344K - $385K
|
8.77K
$2.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.2K+ 7.4% |
$241K - $270K
|
17.4K
$4.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-86- 0.98% |
$17.3K - $19.3K
|
8.68K
$2.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-837- 24.93% |
$168K - $188K
|
2.52K
$591K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-11.9K- 28.57% |
$2.4M - $2.68M
|
29.9K
$7.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.49K+ 21.08% |
$500K - $559K
|
14.3K
$3.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-35- 0.38% |
$7.03K - $7.86K
|
9.15K
$2.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.95K+ 76.03% |
$593K - $663K
|
6.84K
$1.6M
|