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 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
655+ 13.19% |
$132K - $147K
|
5.62K
$1.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11.6K- 50.94% |
$2.34M - $2.61M
|
11.2K
$2.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-20- 3.51% |
$4.02K - $4.49K
|
549
$122K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
1.45K+ 6.17% |
$292K - $326K
|
25K
$5.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-716- 16.09% |
$144K - $161K
|
3.73K
$831K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.15K+ 2.09% |
$834K - $933K
|
203K
$45.2M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
520+ 495.24% |
$104K - $117K
|
625
$139K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 0.85% |
$603 - $674
|
352
$78.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
247+ 0.55% |
$49.6K - $55.5K
|
45K
$10M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.54% |
$201 - $225
|
186
$41.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.49K- 11.27% |
$299K - $334K
|
11.7K
$2.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.28K+ 5.14% |
$258K - $288K
|
26.2K
$5.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-71- 6.76% |
$14.3K - $15.9K
|
979
$218K
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
407+ 2.53% |
$81.8K - $91.4K
|
16.5K
$3.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
4.16K+ 2.66% |
$836K - $935K
|
161K
$35.8M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
2.04K+ 751.29% |
$409K - $457K
|
2.31K
$514K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
227K+ 433.73% |
$45.6M - $51M
|
279K
$62.2M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-205- 15.54% |
$41.2K - $46K
|
1.11K
$248K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
875+ 23.97% |
$176K - $197K
|
4.53K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.51K- 59.08% |
$303K - $339K
|
1.05K
$233K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
898+ 1.47% |
$180K - $202K
|
62.2K
$13.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.15KNew |
$633K - $707K
|
3.15K
$701K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-3.54K- 16.33% |
$712K - $796K
|
18.2K
$4.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
183+ 0.88% |
$36.8K - $41.1K
|
21K
$4.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.26% |
$2.21K - $2.47K
|
4.29K
$955K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
20+ 0.29% |
$4.02K - $4.49K
|
7K
$1.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
119+ 0.07% |
$23.9K - $26.7K
|
171K
$38.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-38- 3.06% |
$7.63K - $8.53K
|
1.21K
$268K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-540- 12.33% |
$108K - $121K
|
3.84K
$855K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
262+ 4.41% |
$52.6K - $58.8K
|
6.21K
$1.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-100- 1.46% |
$20.1K - $22.5K
|
6.76K
$1.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
37.8K+ 866.65% |
$7.59M - $8.49M
|
42.1K
$9.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.39K+ 7.46% |
$279K - $312K
|
20K
$4.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-162- 4.95% |
$32.5K - $36.4K
|
3.11K
$693K
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
549+ 1.84% |
$110K - $123K
|
30.4K
$6.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-48- 0.76% |
$9.64K - $10.8K
|
6.23K
$1.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
214+ 0.3% |
$43K - $48.1K
|
70.9K
$15.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
745+ 4.45% |
$150K - $167K
|
17.5K
$3.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
9.43K+ 167.22% |
$1.89M - $2.12M
|
15.1K
$3.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-128- 20.38% |
$25.7K - $28.7K
|
500
$111K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.04K+ 109.86% |
$410K - $458K
|
3.9K
$867K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15+ 0.58% |
$3.01K - $3.37K
|
2.59K
$577K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-8- 0.16% |
$1.61K - $1.8K
|
4.91K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-208- 9.65% |
$41.8K - $46.7K
|
1.95K
$434K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.1K+ 10.8% |
$1.43M - $1.6M
|
72.9K
$16.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3.06K+ 4.48% |
$614K - $686K
|
71.2K
$15.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-162- 11.41% |
$32.5K - $36.4K
|
1.26K
$280K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-10- 0.54% |
$2.01K - $2.25K
|
1.86K
$413K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-914- 35.98% |
$184K - $205K
|
1.63K
$362K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11+ 0.14% |
$2.21K - $2.47K
|
7.85K
$1.75M
|