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 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-81- 1.15% |
$16.3K - $18.2K
|
6.99K
$1.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-78- 3.67% |
$15.7K - $17.5K
|
2.05K
$460K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
416+ 6.79% |
$83.6K - $93.4K
|
6.54K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.79K- 9.78% |
$1.77M - $1.97M
|
81.1K
$18.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.8K+ 10.61% |
$2.76M - $3.09M
|
143K
$32.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-165- 3.77% |
$33.1K - $37.1K
|
4.21K
$945K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-530- 7.61% |
$106K - $119K
|
6.44K
$1.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.97K+ 4.39% |
$395K - $442K
|
46.8K
$10.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
669+ 28.96% |
$134K - $150K
|
2.98K
$669K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-22- 0.17% |
$4.42K - $4.94K
|
12.9K
$2.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-38- 0.77% |
$7.63K - $8.53K
|
4.92K
$1.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
17+ 0.09% |
$3.41K - $3.82K
|
18.2K
$4.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-78- 0.91% |
$15.7K - $17.5K
|
8.51K
$1.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.29% |
$1.81K - $2.02K
|
3.1K
$695K
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
415+ 1.16% |
$83.4K - $93.2K
|
36K
$8.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.2K+ 7.13% |
$442K - $494K
|
33.1K
$7.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
24+ 0.36% |
$4.82K - $5.39K
|
6.71K
$1.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-199- 89.64% |
$40K - $44.7K
|
23
$5.16K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
307+ 9.44% |
$61.7K - $69K
|
3.56K
$799K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-423- 9.0% |
$85K - $95K
|
4.28K
$960K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-64- 0.37% |
$12.9K - $14.4K
|
17.3K
$3.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-82- 1.93% |
$16.5K - $18.4K
|
4.16K
$933K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-770- 7.11% |
$155K - $173K
|
10.1K
$2.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.21K- 4.37% |
$445K - $497K
|
48.4K
$10.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
99+ 7.98% |
$19.9K - $22.2K
|
1.34K
$301K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
60+ 3.98% |
$12.1K - $13.5K
|
1.57K
$352K
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
200+ 19.67% |
$40.2K - $44.9K
|
1.22K
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.69% |
$6.03K - $6.74K
|
1.81K
$405K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
438+ 4.34% |
$88K - $98.4K
|
10.5K
$2.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-152- 13.55% |
$30.5K - $34.1K
|
970
$218K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
912New |
$183K - $205K
|
912
$205K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.4K+ 13.92% |
$281K - $314K
|
11.5K
$2.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
954New |
$192K - $214K
|
954
$214K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
19+ 9.45% |
$3.82K - $4.27K
|
220
$49.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1New |
$201 - $225
|
1
$224
|
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.13K+ 3.99% |
$227K - $254K
|
29.5K
$6.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.23K+ 42.02% |
$449K - $502K
|
7.55K
$1.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
55+ 0.37% |
$11K - $12.4K
|
14.8K
$3.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1- 0.14% |
$201 - $225
|
704
$158K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
362+ 0.65% |
$72.7K - $81.3K
|
56K
$12.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-120- 0.3% |
$24.1K - $27K
|
39.4K
$8.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
80+ 10.67% |
$16.1K - $18K
|
830
$186K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-76- 3.7% |
$15.3K - $17.1K
|
1.98K
$444K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
256+ 2.35% |
$51.4K - $57.5K
|
11.2K
$2.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.33K- 91.29% |
$468K - $523K
|
222
$49.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-461- 44.67% |
$92.6K - $104K
|
571
$128K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
999+ 12.65% |
$201K - $224K
|
8.9K
$2M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
80+ 5.32% |
$16.1K - $18K
|
1.59K
$356K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
883+ 39.76% |
$177K - $198K
|
3.1K
$697K
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.36K- 44.58% |
$272K - $305K
|
1.69K
$378K
|