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 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
480+ 14.01% |
$96.4K - $108K
|
3.91K
$876K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.17K- 28.86% |
$1.04M - $1.16M
|
12.7K
$2.86M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.11% |
$201 - $225
|
878
$197K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11+ 0.2% |
$2.21K - $2.47K
|
5.44K
$1.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
1+ 0.01% |
$201 - $225
|
8.38K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-4.53K- 5.93% |
$909K - $1.02M
|
71.8K
$16.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-5- 0.02% |
$1K - $1.12K
|
22.5K
$5.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-86- 14.03% |
$17.3K - $19.3K
|
527
$118K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.54KNew |
$310K - $347K
|
1.54K
$346K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.89KNew |
$379K - $424K
|
1.89K
$423K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-38- 0.35% |
$7.63K - $8.53K
|
10.8K
$2.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-43- 0.55% |
$8.64K - $9.66K
|
7.76K
$1.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.71K- 60.71% |
$344K - $385K
|
1.11K
$249K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-67- 1.04% |
$13.5K - $15K
|
6.41K
$1.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-22- 0.71% |
$4.42K - $4.94K
|
3.08K
$692K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
26+ 0.38% |
$5.22K - $5.84K
|
6.89K
$1.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.87K- 2.41% |
$375K - $419K
|
75.7K
$17M
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2.29K+ 3.81% |
$459K - $514K
|
62.3K
$14M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
170+ 8.06% |
$34.1K - $38.2K
|
2.28K
$511K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
3.86K+ 24.32% |
$775K - $867K
|
19.7K
$4.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-81- 4.12% |
$16.3K - $18.2K
|
1.89K
$423K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-10- 0.9% |
$2.01K - $2.25K
|
1.1K
$248K
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
367+ 3.6% |
$73.7K - $82.4K
|
10.6K
$2.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
922New |
$185K - $207K
|
922
$207K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
109+ 1.62% |
$21.9K - $24.5K
|
6.84K
$1.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-6.5K- 73.18% |
$1.3M - $1.46M
|
2.38K
$534K
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-8.6K- 35.41% |
$1.73M - $1.93M
|
15.7K
$3.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
15+ 0.5% |
$3.01K - $3.37K
|
3.02K
$677K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
81+ 0.8% |
$16.3K - $18.2K
|
10.2K
$2.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.3K+ 1.64% |
$261K - $292K
|
80.4K
$18M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-56- 2.79% |
$11.2K - $12.6K
|
1.95K
$437K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
235+ 7.79% |
$47.2K - $52.8K
|
3.25K
$729K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.6K+ 7.64% |
$321K - $359K
|
22.5K
$5.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
21.6KNew |
$4.34M - $4.85M
|
21.6K
$4.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
828+ 50.92% |
$166K - $186K
|
2.45K
$551K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
31+ 0.4% |
$6.23K - $6.96K
|
7.85K
$1.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
259+ 8.92% |
$52K - $58.2K
|
3.16K
$710K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.57K- 2.6% |
$316K - $353K
|
59K
$13.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
159+ 6.7% |
$31.9K - $35.7K
|
2.53K
$568K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 4.55% |
$201 - $225
|
23
$5.16K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-761- 1.39% |
$153K - $171K
|
54.1K
$12.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-23.2K- 3.05% |
$4.65M - $5.2M
|
736K
$165M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.62K+ 17.22% |
$527K - $589K
|
17.9K
$4.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
367+ 9.31% |
$73.7K - $82.4K
|
4.31K
$967K
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2.54KNew |
$510K - $570K
|
2.54K
$570K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-620- 27.34% |
$125K - $139K
|
1.65K
$370K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.46K+ 4.24% |
$293K - $327K
|
35.8K
$8.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
245+ 0.88% |
$49.2K - $55K
|
28.1K
$6.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.49K+ 66.64% |
$902K - $1.01M
|
11.2K
$2.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-35- 0.58% |
$7.03K - $7.86K
|
5.96K
$1.34M
|