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 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
369+ 6.99% |
$74.1K - $82.9K
|
5.65K
$1.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-426- 1.07% |
$85.6K - $95.7K
|
39.5K
$9.27M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-27- 1.11% |
$5.42K - $6.06K
|
2.4K
$562K
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-346- 1.79% |
$69.5K - $77.7K
|
19K
$4.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-51- 0.88% |
$10.2K - $11.5K
|
5.75K
$1.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
944New |
$190K - $212K
|
944
$222K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-197- 50.38% |
$39.6K - $44.2K
|
194
$45.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.78K+ 3.35% |
$357K - $399K
|
54.7K
$12.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
100+ 10.0% |
$20.1K - $22.5K
|
1.1K
$258K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
9+ 0.1% |
$1.81K - $2.02K
|
9.32K
$2.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-443- 0.63% |
$89K - $99.5K
|
69.9K
$16.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-359- 14.02% |
$72.1K - $80.6K
|
2.2K
$517K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-9- 0.87% |
$1.81K - $2.02K
|
1.03K
$241K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
11.5KNew |
$2.31M - $2.58M
|
11.5K
$2.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-263- 1.0% |
$52.8K - $59.1K
|
26K
$6.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
7+ 0.37% |
$1.41K - $1.57K
|
1.91K
$449K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-18- 0.21% |
$3.62K - $4.04K
|
8.52K
$2M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
4.11K+ 20.32% |
$825K - $923K
|
24.3K
$5.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.42K+ 83.01% |
$285K - $318K
|
3.12K
$733K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.2K- 3.21% |
$240K - $268K
|
36K
$8.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-18- 1.52% |
$3.62K - $4.04K
|
1.17K
$274K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-484- 27.41% |
$97.2K - $109K
|
1.28K
$301K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
885+ 2.86% |
$178K - $199K
|
31.8K
$7.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-298- 1.32% |
$59.9K - $66.9K
|
22.4K
$5.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-73- 0.19% |
$14.7K - $16.4K
|
38.8K
$9.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.03KNew |
$207K - $232K
|
1.03K
$242K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.04% |
$201 - $225
|
2.37K
$556K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-30- 0.19% |
$6.03K - $6.74K
|
15.5K
$3.65M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-7.46K- 52.67% |
$1.5M - $1.67M
|
6.7K
$1.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-94- 3.53% |
$18.9K - $21.1K
|
2.57K
$602K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-16.6K- 41.39% |
$3.34M - $3.74M
|
23.6K
$5.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-17.4K- 71.35% |
$3.5M - $3.91M
|
6.99K
$1.64M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
16+ 0.37% |
$3.21K - $3.59K
|
4.3K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-4.55K- 79.02% |
$915K - $1.02M
|
1.21K
$284K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-505- 1.24% |
$101K - $113K
|
40.2K
$9.43M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
709+ 2.09% |
$142K - $159K
|
34.7K
$8.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-3.17K- 23.31% |
$636K - $711K
|
10.4K
$2.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-30- 0.36% |
$6.03K - $6.74K
|
8.34K
$1.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3+ 0.29% |
$603 - $674
|
1.04K
$244K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
279+ 46.27% |
$56K - $62.7K
|
882
$207K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
190+ 0.64% |
$38.2K - $42.7K
|
30.1K
$7.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
530+ 10.35% |
$106K - $119K
|
5.65K
$1.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Capitol Family Office, Inc.
|
BUY
|
- |
234+ 0.52% |
$47K - $52.6K
|
45K
$10.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
500+ 13.94% |
$100K - $112K
|
4.09K
$959K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
3+ 0.16% |
$603 - $674
|
1.86K
$437K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-118K- 95.64% |
$23.6M - $26.4M
|
5.35K
$1.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
CALL |
60KNew |
$12.1M - $13.5M
|
60K
$14.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
30+ 0.96% |
$6.03K - $6.74K
|
3.17K
$743K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.93K+ 7.18% |
$388K - $434K
|
28.8K
$6.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
919New |
$185K - $206K
|
919
$216K
|