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 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
67+ 3.32% |
$13.5K - $15K
|
2.09K
$469K
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6+ 0.03% |
$1.21K - $1.35K
|
17.4K
$3.91M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-751- 2.32% |
$151K - $169K
|
31.7K
$7.11M
|
|
Oct 16, 2024
Q3 2024
|
Cultivar Capital, Inc.
Denton, TX |
SELL
|
- |
-15- 0.49% |
$3.01K - $3.37K
|
3.03K
$681K
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-75- 4.56% |
$15.1K - $16.8K
|
1.57K
$352K
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-367- 2.87% |
$73.7K - $82.4K
|
12.4K
$2.78M
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
22+ 1.31% |
$4.42K - $4.94K
|
1.71K
$383K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
18.4K+ 178.84% |
$3.69M - $4.13M
|
28.7K
$6.44M
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.28K- 1.78% |
$257K - $287K
|
70.6K
$15.9M
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-135- 2.38% |
$27.1K - $30.3K
|
5.54K
$1.24M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9.43K- 18.11% |
$1.89M - $2.12M
|
42.7K
$9.57M
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-394- 8.58% |
$79.1K - $88.5K
|
4.2K
$943K
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-66- 1.75% |
$13.3K - $14.8K
|
3.72K
$834K
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.96K+ 2.19% |
$594K - $664K
|
138K
$31M
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-132- 3.18% |
$26.5K - $29.6K
|
4.03K
$903K
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-30- 2.53% |
$6.03K - $6.74K
|
1.15K
$259K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
79+ 0.97% |
$15.9K - $17.7K
|
8.25K
$1.85M
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
413+ 0.12% |
$83K - $92.8K
|
346K
$77.7M
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
37+ 0.51% |
$7.43K - $8.31K
|
7.34K
$1.65M
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.12KNew |
$426K - $476K
|
2.12K
$476K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-49- 3.95% |
$9.84K - $11K
|
1.19K
$268K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
500+ 30.34% |
$100K - $112K
|
2.15K
$482K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
432+ 4.72% |
$86.8K - $97K
|
9.58K
$2.15M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.3KNew |
$261K - $292K
|
1.3K
$292K
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-9- 0.61% |
$1.81K - $2.02K
|
1.47K
$329K
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
304+ 91.57% |
$61.1K - $68.3K
|
636
$143K
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.04K+ 9.81% |
$210K - $234K
|
11.7K
$2.62M
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-16.5K- 44.17% |
$3.32M - $3.71M
|
20.9K
$4.69M
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-900- 3.91% |
$181K - $202K
|
22.1K
$4.96M
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
432+ 1.23% |
$86.8K - $97K
|
35.6K
$7.99M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.21K- 4.66% |
$243K - $272K
|
24.7K
$5.55M
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
56+ 3.14% |
$11.2K - $12.6K
|
1.84K
$413K
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-98- 5.04% |
$19.7K - $22K
|
1.85K
$415K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
707+ 3.92% |
$142K - $159K
|
18.7K
$4.21M
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-172- 9.04% |
$34.5K - $38.6K
|
1.73K
$388K
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-198- 7.17% |
$39.8K - $44.5K
|
2.56K
$575K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
69+ 2.01% |
$13.9K - $15.5K
|
3.5K
$784K
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-123- 6.96% |
$24.7K - $27.6K
|
1.65K
$369K
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-235- 10.11% |
$47.2K - $52.8K
|
2.09K
$469K
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-788- 4.74% |
$158K - $177K
|
15.9K
$3.56M
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
85+ 6.0% |
$17.1K - $19.1K
|
1.5K
$337K
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-743- 1.21% |
$149K - $167K
|
60.8K
$13.6M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-208- 2.79% |
$41.8K - $46.7K
|
7.24K
$1.62M
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-20- 13.79% |
$4.02K - $4.49K
|
125
$28.1K
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-278- 10.23% |
$55.8K - $62.4K
|
2.44K
$548K
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-332- 45.54% |
$66.7K - $74.6K
|
397
$89.1K
|
|
Oct 15, 2024
Q3 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
98.9KNew |
$19.9M - $22.2M
|
98.9K
$22.2M
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
2.58K+ 113.78% |
$519K - $580K
|
4.86K
$1.09M
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
66+ 3.06% |
$13.3K - $14.8K
|
2.22K
$499K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
40+ 1.45% |
$8.03K - $8.98K
|
2.79K
$627K
|