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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-199- 1.31% |
$40K - $44.7K
|
15K
$3.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
221+ 3.28% |
$44.4K - $49.6K
|
6.95K
$1.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
656+ 21.02% |
$132K - $147K
|
3.78K
$886K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.26% |
$803 - $898
|
1.52K
$357K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
172+ 1.5% |
$34.5K - $38.6K
|
11.6K
$2.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
90+ 1.55% |
$18.1K - $20.2K
|
5.9K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.32KNew |
$466K - $521K
|
2.32K
$544K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
13.8K+ 310.35% |
$2.78M - $3.1M
|
18.3K
$4.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-300- 34.25% |
$60.3K - $67.4K
|
576
$135K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-19- 1.34% |
$3.82K - $4.27K
|
1.39K
$327K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
104+ 1.22% |
$20.9K - $23.4K
|
8.63K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-164- 4.2% |
$32.9K - $36.8K
|
3.74K
$878K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
5.92K+ 106.21% |
$1.19M - $1.33M
|
11.5K
$2.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-394- 2.31% |
$79.1K - $88.5K
|
16.7K
$3.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-341- 15.46% |
$68.5K - $76.6K
|
1.87K
$438K
|
|
|
Oct 31, 2024
Q3 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
17+ 0.41% |
$3.41K - $3.82K
|
4.21K
$989K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
723+ 5.63% |
$145K - $162K
|
13.6K
$3.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-45- 2.2% |
$9.04K - $10.1K
|
2K
$470K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
8.5KNew |
$1.71M - $1.91M
|
8.5K
$2M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
54+ 3.76% |
$10.8K - $12.1K
|
1.49K
$350K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-271- 12.5% |
$54.4K - $60.9K
|
1.9K
$445K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-103K- 91.83% |
$20.7M - $23.2M
|
9.18K
$2.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-976- 8.91% |
$196K - $219K
|
9.98K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
129+ 12.96% |
$25.9K - $29K
|
1.12K
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-18- 0.44% |
$3.62K - $4.04K
|
4.03K
$947K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
395+ 4.99% |
$79.3K - $88.7K
|
8.31K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
515+ 8.5% |
$103K - $116K
|
6.58K
$1.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.13KNew |
$226K - $253K
|
1.13K
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-162- 5.7% |
$32.5K - $36.4K
|
2.68K
$629K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-128- 7.92% |
$25.7K - $28.7K
|
1.49K
$349K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
103+ 5.63% |
$20.7K - $23.1K
|
1.93K
$453K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-866- 7.56% |
$174K - $195K
|
10.6K
$2.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-62.8K- 4.03% |
$12.6M - $14.1M
|
1.5M
$351M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.25% |
$1.21K - $1.35K
|
2.4K
$563K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-115- 17.14% |
$23.1K - $25.8K
|
556
$130K
|
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-340- 0.19% |
$68.3K - $76.4K
|
175K
$41M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-287- 6.46% |
$57.6K - $64.5K
|
4.16K
$976K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.69K+ 10.48% |
$540K - $604K
|
28.3K
$6.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.38KNew |
$880K - $984K
|
4.38K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
16.3K+ 836.96% |
$3.28M - $3.67M
|
18.3K
$4.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
924New |
$186K - $208K
|
924
$217K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.39K- 10.83% |
$279K - $312K
|
11.5K
$2.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-11- 0.81% |
$2.21K - $2.47K
|
1.35K
$317K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2- 0.12% |
$402 - $449
|
1.68K
$394K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-84- 0.47% |
$16.9K - $18.9K
|
17.7K
$4.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-51- 3.59% |
$10.2K - $11.5K
|
1.37K
$322K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-17.2K- 41.36% |
$3.46M - $3.87M
|
24.4K
$5.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.08K- 1.15% |
$418K - $467K
|
179K
$42M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-146- 2.44% |
$29.3K - $32.8K
|
5.85K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
664+ 5.4% |
$133K - $149K
|
13K
$3.04M
|