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 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.4K- 0.67% |
$281K - $314K
|
208K
$48.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-5- 0.33% |
$1K - $1.12K
|
1.51K
$355K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
100New |
$20.1K - $22.5K
|
100
$23.5K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
402KNew |
$80.8M - $90.4M
|
402K
$94.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-291- 8.44% |
$58.5K - $65.4K
|
3.16K
$741K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
185+ 8.32% |
$37.2K - $41.6K
|
2.41K
$565K
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.27K- 34.32% |
$456K - $510K
|
4.35K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
1.07KNew |
$215K - $240K
|
1.07K
$251K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-720- 18.81% |
$145K - $162K
|
3.11K
$729K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.81K+ 31.16% |
$766K - $856K
|
16K
$3.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
784+ 12.27% |
$157K - $176K
|
7.18K
$1.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-82- 2.02% |
$16.5K - $18.4K
|
3.97K
$932K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-150- 3.96% |
$30.1K - $33.7K
|
3.64K
$854K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
316+ 8.46% |
$63.5K - $71K
|
4.05K
$951K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-85- 0.87% |
$17.1K - $19.1K
|
9.66K
$2.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
24+ 0.32% |
$4.82K - $5.39K
|
7.45K
$1.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4+ 0.09% |
$803 - $898
|
4.34K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
235+ 2.1% |
$47.2K - $52.8K
|
11.4K
$2.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
CALL |
2KNew |
$402K - $449K
|
2K
$469K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-9.25K- 67.27% |
$1.86M - $2.08M
|
4.5K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11.8K+ 474.56% |
$2.36M - $2.64M
|
14.2K
$3.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
28+ 2.56% |
$5.62K - $6.29K
|
1.12K
$263K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-8- 0.07% |
$1.61K - $1.8K
|
11.9K
$2.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
467+ 2.15% |
$93.8K - $105K
|
22.2K
$5.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
961New |
$193K - $216K
|
961
$226K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-116- 0.68% |
$23.3K - $26.1K
|
17K
$3.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.2K+ 61.88% |
$242K - $270K
|
3.15K
$739K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-859- 13.62% |
$173K - $193K
|
5.45K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-96- 0.49% |
$19.3K - $21.6K
|
19.4K
$4.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
7.4K+ 284.62% |
$1.49M - $1.66M
|
10K
$2.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
237+ 16.49% |
$47.6K - $53.2K
|
1.67K
$393K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
94+ 42.34% |
$18.9K - $21.1K
|
316
$74.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.7KNew |
$342K - $382K
|
1.7K
$399K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-70- 0.56% |
$14.1K - $15.7K
|
12.3K
$2.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.98K- 48.73% |
$1M - $1.12M
|
5.24K
$1.23M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-8- 0.16% |
$1.61K - $1.8K
|
4.85K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1.24K+ 108.99% |
$248K - $278K
|
2.37K
$556K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.2K- 4.3% |
$241K - $269K
|
26.7K
$6.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
15.2K+ 9096.41% |
$3.05M - $3.41M
|
15.4K
$3.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-60- 0.07% |
$12.1K - $13.5K
|
91.8K
$21.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
1+ 0.06% |
$201 - $225
|
1.6K
$375K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-15- 0.23% |
$3.01K - $3.37K
|
6.6K
$1.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-349- 2.64% |
$70.1K - $78.4K
|
12.9K
$3.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
909+ 2.42% |
$183K - $204K
|
38.5K
$9.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.26K+ 3.9% |
$454K - $508K
|
60.2K
$14.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-99- 2.6% |
$19.9K - $22.2K
|
3.71K
$871K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
1KNew |
$201K - $225K
|
1K
$235K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-2.32K- 5.41% |
$465K - $520K
|
40.5K
$9.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9- 0.62% |
$1.81K - $2.02K
|
1.44K
$338K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
39+ 2.06% |
$7.83K - $8.76K
|
1.93K
$453K
|