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 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
91+ 0.95% |
$18.3K - $20.4K
|
9.66K
$2.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.2K- 39.69% |
$2.45M - $2.73M
|
18.5K
$4.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
925+ 9.48% |
$186K - $208K
|
10.7K
$2.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-704- 17.07% |
$141K - $158K
|
3.42K
$803K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
58+ 1.48% |
$11.7K - $13K
|
3.97K
$931K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-359- 0.69% |
$72.1K - $80.6K
|
51.9K
$12.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-821- 2.04% |
$165K - $184K
|
39.3K
$9.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
11+ 0.08% |
$2.21K - $2.47K
|
14.6K
$3.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.88K+ 0.98% |
$378K - $422K
|
194K
$45.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
30+ 40.0% |
$6.03K - $6.74K
|
105
$24.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
18+ 0.36% |
$3.62K - $4.04K
|
5.06K
$1.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
20+ 0.08% |
$4.02K - $4.49K
|
25.1K
$5.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-238- 0.71% |
$47.8K - $53.5K
|
33.1K
$7.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
753+ 79.01% |
$151K - $169K
|
1.71K
$400K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.09K+ 2.97% |
$219K - $245K
|
37.8K
$8.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.23K+ 56.12% |
$246K - $275K
|
3.41K
$800K
|
|
|
Nov 01, 2024
Q3 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16.8KNew |
$3.38M - $3.78M
|
16.8K
$3.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-827- 43.55% |
$166K - $186K
|
1.07K
$252K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
PUT |
-27K- 23.08% |
$5.42M - $6.06M
|
90K
$21.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.4K- 20.72% |
$2.29M - $2.56M
|
43.6K
$10.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
34.5K+ 48.08% |
$6.93M - $7.75M
|
106K
$24.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
137New |
$27.5K - $30.8K
|
137
$32.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-3- 0.03% |
$603 - $674
|
9.38K
$2.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.21K- 59.96% |
$644K - $721K
|
2.14K
$503K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.03KNew |
$207K - $232K
|
1.03K
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-147- 1.04% |
$29.5K - $33K
|
14K
$3.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
1.14KNew |
$230K - $257K
|
1.14K
$268K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
5.35K+ 26.82% |
$1.07M - $1.2M
|
25.3K
$5.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.05K+ 20.21% |
$412K - $461K
|
12.2K
$2.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-924- 25.29% |
$186K - $208K
|
2.73K
$640K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
279+ 2.16% |
$56K - $62.7K
|
13.2K
$3.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
253+ 0.86% |
$50.8K - $56.8K
|
29.6K
$6.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-9.85K- 1.18% |
$1.98M - $2.21M
|
827K
$194M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.92K- 14.78% |
$586K - $656K
|
16.8K
$3.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
PUT |
-300- 4.41% |
$60.3K - $67.4K
|
6.5K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.31K- 5.92% |
$263K - $294K
|
20.8K
$4.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
942New |
$189K - $212K
|
942
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.78KNew |
$559K - $625K
|
2.78K
$653K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.17KNew |
$234K - $262K
|
1.17K
$274K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
87+ 3.48% |
$17.5K - $19.5K
|
2.59K
$607K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-7- 0.03% |
$1.41K - $1.57K
|
21.9K
$5.15M
|
|
|
Oct 31, 2024
Q3 2024
|
California First Leasing Corp
Newport Beach, CA |
BUY
|
- |
25.3KNew |
$5.08M - $5.68M
|
25.3K
$5.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-795- 0.08% |
$160K - $179K
|
987K
$232M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-42- 7.17% |
$8.44K - $9.43K
|
544
$128K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
18+ 0.2% |
$3.62K - $4.04K
|
9.1K
$2.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-15- 0.57% |
$3.01K - $3.37K
|
2.6K
$611K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-382- 6.3% |
$76.7K - $85.8K
|
5.68K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
106+ 2.61% |
$21.3K - $23.8K
|
4.17K
$978K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
5.03KNew |
$1.01M - $1.13M
|
5.03K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.05% |
$803 - $898
|
8.6K
$2.02M
|