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 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
60+ 2.19% |
$12.1K - $13.5K
|
2.8K
$623K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
4.66K+ 491.04% |
$936K - $1.05M
|
5.61K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
13.6K+ 54.37% |
$2.73M - $3.05M
|
38.6K
$8.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-598- 6.44% |
$120K - $134K
|
8.69K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-112- 3.41% |
$22.5K - $25.2K
|
3.18K
$708K
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
SELL
|
- |
-2.2K- 33.22% |
$442K - $494K
|
4.42K
$985K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-755- 3.39% |
$152K - $170K
|
21.5K
$4.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
255+ 1.35% |
$51.2K - $57.3K
|
19.2K
$4.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
56+ 2.01% |
$11.2K - $12.6K
|
2.85K
$634K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-79- 1.09% |
$15.9K - $17.7K
|
7.17K
$1.6M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-230- 11.78% |
$46.2K - $51.7K
|
1.72K
$384K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.42KNew |
$487K - $544K
|
2.42K
$540K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.09K- 40.55% |
$219K - $245K
|
1.6K
$356K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.34K+ 563.91% |
$672K - $751K
|
3.94K
$877K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.34K- 10.98% |
$872K - $975K
|
35.2K
$7.83M
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-3.57K- 50.0% |
$717K - $802K
|
3.57K
$795K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-588- 0.8% |
$118K - $132K
|
72.9K
$16.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.1K- 2.45% |
$2.83M - $3.16M
|
561K
$125M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.96K+ 112.36% |
$393K - $439K
|
3.7K
$823K
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
187+ 2.54% |
$37.6K - $42K
|
7.55K
$1.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-144- 1.73% |
$28.9K - $32.3K
|
8.19K
$1.82M
|
|
|
Oct 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-450- 12.41% |
$90.4K - $101K
|
3.18K
$707K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.15K+ 63.56% |
$632K - $707K
|
8.1K
$1.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.67K- 16.77% |
$336K - $376K
|
8.31K
$1.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.06KNew |
$212K - $237K
|
1.06K
$235K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
332+ 14.4% |
$66.7K - $74.6K
|
2.64K
$588K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14+ 2.56% |
$2.81K - $3.14K
|
560
$125K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.22K- 40.75% |
$446K - $499K
|
3.23K
$719K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
79+ 5.53% |
$15.9K - $17.7K
|
1.51K
$336K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-751- 32.82% |
$151K - $169K
|
1.54K
$342K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3+ 1.4% |
$603 - $674
|
217
$48.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
299+ 0.76% |
$60.1K - $67.2K
|
39.8K
$8.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-511- 3.18% |
$103K - $115K
|
15.6K
$3.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-26- 10.12% |
$5.22K - $5.84K
|
231
$51.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-246- 10.42% |
$49.4K - $55.3K
|
2.11K
$471K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.25K+ 64.87% |
$251K - $281K
|
3.18K
$708K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
210+ 0.23% |
$42.2K - $47.2K
|
90.5K
$20.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.22KNew |
$244K - $273K
|
1.22K
$271K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
137+ 155.68% |
$27.5K - $30.8K
|
225
$50.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
950New |
$191K - $213K
|
950
$212K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
482+ 2.66% |
$96.8K - $108K
|
18.6K
$4.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
5+ 0.42% |
$1K - $1.12K
|
1.19K
$265K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-684- 37.6% |
$137K - $154K
|
1.14K
$253K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
961+ 28.86% |
$193K - $216K
|
4.29K
$956K
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
301+ 2.23% |
$60.5K - $67.6K
|
13.8K
$3.07M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
14+ 0.13% |
$2.81K - $3.14K
|
10.6K
$2.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.03% |
$201 - $225
|
3.14K
$699K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
926New |
$186K - $208K
|
926
$206K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 9.64% |
$40.2K - $44.9K
|
1.87K
$417K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-60- 4.54% |
$12.1K - $13.5K
|
1.26K
$281K
|