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 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
370New |
$74.3K - $83.1K
|
370
$82.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-283- 3.84% |
$56.8K - $63.6K
|
7.09K
$1.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-120- 3.46% |
$24.1K - $27K
|
3.35K
$746K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
255+ 5.61% |
$51.2K - $57.3K
|
4.8K
$1.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.55K+ 15.73% |
$513K - $573K
|
18.8K
$4.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-50- 0.96% |
$10K - $11.2K
|
5.16K
$1.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
4.24K+ 146.75% |
$851K - $952K
|
7.13K
$1.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-157- 8.99% |
$31.5K - $35.3K
|
1.59K
$354K
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
572KNew |
$115M - $128M
|
572K
$127M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
227+ 9.13% |
$45.6K - $51K
|
2.71K
$604K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-46- 0.55% |
$9.24K - $10.3K
|
8.31K
$1.85M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
720+ 16.28% |
$145K - $162K
|
5.14K
$1.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
564+ 6.45% |
$113K - $127K
|
9.31K
$2.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-129- 3.58% |
$25.9K - $29K
|
3.47K
$774K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-48- 4.54% |
$9.64K - $10.8K
|
1.01K
$225K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-86- 1.49% |
$17.3K - $19.3K
|
5.7K
$1.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.13K+ 12.88% |
$629K - $703K
|
27.4K
$6.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-1.58K- 1.37% |
$318K - $356K
|
114K
$25.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.14KNew |
$631K - $705K
|
3.14K
$700K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5- 0.1% |
$1K - $1.12K
|
4.79K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
85.6K+ 855650.0% |
$17.2M - $19.2M
|
85.6K
$19.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1+ 0.03% |
$201 - $225
|
2.96K
$659K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
CALL |
169KNew |
$33.9M - $37.9M
|
169K
$37.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-227- 18.9% |
$45.6K - $51K
|
974
$217K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-4.3K- 67.39% |
$864K - $966K
|
2.08K
$464K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1+ 0.3% |
$201 - $225
|
339
$75.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-115- 2.08% |
$23.1K - $25.8K
|
5.41K
$1.21M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-138- 1.65% |
$27.7K - $31K
|
8.23K
$1.83M
|
|
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
172+ 12.2% |
$34.5K - $38.6K
|
1.58K
$352K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
413+ 9.44% |
$83K - $92.8K
|
4.79K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.29KNew |
$259K - $290K
|
1.29K
$287K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.07K- 8.34% |
$214K - $239K
|
11.7K
$2.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-75- 4.38% |
$15.1K - $16.8K
|
1.64K
$364K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-220- 0.49% |
$44.2K - $49.4K
|
45K
$10M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.18% |
$402 - $449
|
1.09K
$242K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
458+ 6.59% |
$92K - $103K
|
7.41K
$1.65M
|
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-2.63K- 6.25% |
$528K - $590K
|
39.4K
$8.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-32.2K- 83.77% |
$6.46M - $7.23M
|
6.24K
$1.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
25New |
$5.02K - $5.62K
|
25
$5.57K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
1.38K+ 1.28% |
$277K - $309K
|
109K
$24.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-551- 11.21% |
$111K - $124K
|
4.37K
$972K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
738+ 2.88% |
$148K - $166K
|
26.3K
$5.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.99K+ 6.86% |
$600K - $671K
|
46.5K
$10.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
12.5K+ 1.8% |
$2.51M - $2.81M
|
709K
$158M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-299- 20.89% |
$60.1K - $67.2K
|
1.13K
$252K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-594- 11.59% |
$119K - $133K
|
4.53K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
52+ 0.61% |
$10.4K - $11.7K
|
8.6K
$1.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-124- 4.21% |
$24.9K - $27.9K
|
2.82K
$628K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
388+ 7.65% |
$77.9K - $87.1K
|
5.46K
$1.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
796+ 10.37% |
$160K - $179K
|
8.47K
$1.89M
|