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 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
526+ 3.68% |
$106K - $118K
|
14.8K
$3.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
69+ 1.7% |
$13.9K - $15.5K
|
4.14K
$921K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-42- 3.05% |
$8.44K - $9.43K
|
1.34K
$297K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.14% |
$1.41K - $1.57K
|
5.14K
$1.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-226- 0.44% |
$45.4K - $50.8K
|
50.7K
$11.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-84- 1.93% |
$16.9K - $18.9K
|
4.27K
$952K
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
900+ 8.61% |
$181K - $202K
|
11.4K
$2.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-22- 1.32% |
$4.42K - $4.94K
|
1.64K
$366K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-118- 5.58% |
$23.7K - $26.5K
|
2K
$444K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-8.47K- 7.53% |
$1.7M - $1.9M
|
104K
$23.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
111+ 6.51% |
$22.3K - $24.9K
|
1.82K
$404K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-915- 10.8% |
$184K - $206K
|
7.56K
$1.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-112- 0.98% |
$22.5K - $25.2K
|
11.4K
$2.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-27- 2.7% |
$5.42K - $6.06K
|
973
$217K
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
17+ 0.35% |
$3.41K - $3.82K
|
4.87K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-42- 0.79% |
$8.44K - $9.43K
|
5.25K
$1.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-223- 3.93% |
$44.8K - $50.1K
|
5.45K
$1.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
7.1K+ 16.29% |
$1.43M - $1.59M
|
50.6K
$11.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
335+ 1.73% |
$67.3K - $75.2K
|
19.7K
$4.39M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
863+ 116.31% |
$173K - $194K
|
1.61K
$357K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
96+ 4.37% |
$19.3K - $21.6K
|
2.29K
$510K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.28K+ 12.38% |
$859K - $960K
|
38.8K
$8.64M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
255+ 3.11% |
$51.2K - $57.3K
|
8.44K
$1.88M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-146- 7.27% |
$29.3K - $32.8K
|
1.86K
$415K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
66+ 2.98% |
$13.3K - $14.8K
|
2.28K
$508K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-17.2K- 10.33% |
$3.46M - $3.86M
|
149K
$33.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.59K+ 5.5% |
$520K - $582K
|
49.7K
$11.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-621- 16.14% |
$125K - $139K
|
3.23K
$719K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-771- 0.99% |
$155K - $173K
|
77.2K
$17.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-1.24K- 2.71% |
$248K - $278K
|
44.3K
$9.88M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
584+ 1.45% |
$117K - $131K
|
41K
$9.12M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.8K+ 61.02% |
$362K - $404K
|
4.75K
$1.06M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.76K+ 105.69% |
$354K - $396K
|
3.43K
$765K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.32K+ 33.26% |
$867K - $970K
|
17.3K
$3.85M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
48+ 0.45% |
$9.64K - $10.8K
|
10.8K
$2.41M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-72- 3.66% |
$14.5K - $16.2K
|
1.9K
$422K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
932+ 84.65% |
$187K - $209K
|
2.03K
$453K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.29M- 81.87% |
$258M - $289M
|
285K
$63.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
12+ 0.33% |
$2.41K - $2.7K
|
3.62K
$807K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
10+ 0.1% |
$2.01K - $2.25K
|
9.79K
$2.18M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.47K- 18.81% |
$897K - $1M
|
19.3K
$4.3M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
539+ 3.19% |
$108K - $121K
|
17.5K
$3.89M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-353- 3.88% |
$70.9K - $79.3K
|
8.74K
$1.95M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-18- 0.39% |
$3.62K - $4.04K
|
4.56K
$1.02M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-20- 44.44% |
$4.02K - $4.49K
|
25
$5.57K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-78- 0.85% |
$15.7K - $17.5K
|
9.11K
$2.03M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
6+ 0.38% |
$1.21K - $1.35K
|
1.58K
$352K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-916- 9.56% |
$184K - $206K
|
8.66K
$1.93M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.01K- 4.5% |
$204K - $228K
|
21.5K
$4.79M
|
|
| Q2 2024 | |||||||
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
581+ 1.33% |
$112K - $122K
|
44.2K
$9.85M
|
|