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 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-78- 0.85% |
$15.7K - $17.5K
|
9.11K
$2.02M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
6+ 0.38% |
$1.21K - $1.35K
|
1.58K
$350K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-916- 9.56% |
$184K - $206K
|
8.66K
$1.92M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.01K- 4.5% |
$204K - $228K
|
21.5K
$4.77M
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
20+ 0.35% |
$3.86K - $4.19K
|
5.78K
$1.28M
|
|
|
Nov 25, 2024
Q2 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
18.5KNew |
$3.56M - $3.87M
|
18.5K
$4.1M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.79K+ 11.65% |
$344K - $374K
|
17.1K
$3.8M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
630+ 25.56% |
$121K - $132K
|
3.1K
$686K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-88- 3.66% |
$17K - $18.4K
|
2.32K
$514K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
12K+ 0.17% |
$2.31M - $2.51M
|
7.09M
$1.57B
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.24K+ 38.98% |
$432K - $469K
|
7.99K
$1.77M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1KNew |
$194K - $210K
|
1K
$223K
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-12.3KClosed |
$2.37M - $2.58M
|
0
$0
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.08K- 44.25% |
$208K - $226K
|
1.36K
$302K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.51K- 30.35% |
$291K - $316K
|
3.46K
$767K
|
|
|
Aug 30, 2024
Q2 2024
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
PUT |
-5K- 20.0% |
$964K - $1.05M
|
20K
$4.43M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.06KNew |
$204K - $222K
|
1.06K
$235K
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
5.15KNew |
$993K - $1.08M
|
5.15K
$1.14M
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 4.0% |
$193 - $209
|
26
$5.76K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-19- 0.76% |
$3.66K - $3.98K
|
2.48K
$549K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-812- 32.72% |
$157K - $170K
|
1.67K
$370K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
208+ 5.76% |
$40.1K - $43.6K
|
3.82K
$847K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.5KNew |
$289K - $314K
|
1.5K
$333K
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-113- 10.57% |
$21.8K - $23.7K
|
956
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-7.32K- 53.14% |
$1.41M - $1.53M
|
6.45K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-6.27K- 78.18% |
$1.21M - $1.31M
|
1.75K
$388K
|
|
|
Aug 14, 2024
Q2 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-218- 1.11% |
$42K - $45.7K
|
19.4K
$4.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Sabby Management, LLC
Upper Saddle River, NJ |
BUY
|
- |
1.5KNew |
$289K - $314K
|
1.5K
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
PUT |
-2.18K- 49.71% |
$419K - $456K
|
2.2K
$488K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-14- 2.76% |
$2.7K - $2.93K
|
494
$110K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-200- 80.32% |
$38.6K - $41.9K
|
49
$10.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
PUT |
45KNew |
$8.68M - $9.42M
|
45K
$9.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
635+ 63.31% |
$122K - $133K
|
1.64K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-479- 38.2% |
$92.4K - $100K
|
775
$172K
|
|
|
Aug 14, 2024
Q2 2024
|
Weiss Asset Management LP
Boston, MA |
SELL
|
PUT |
-250K- 62.5% |
$48.2M - $52.4M
|
150K
$33.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
CALL |
100+ 25.0% |
$19.3K - $20.9K
|
500
$111K
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.4KNew |
$271K - $294K
|
1.4K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Kirkoswald Asset Management LLC
New York, NY |
BUY
|
PUT |
20KNew |
$3.86M - $4.19M
|
20K
$4.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
CALL |
150KNew |
$28.9M - $31.4M
|
150K
$33.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-187K- 76.08% |
$36.1M - $39.2M
|
58.9K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
307KNew |
$59.2M - $64.3M
|
307K
$68.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Brigade Capital Management, LP
New York, NY |
SELL
|
CALL |
-1.03M- 67.21% |
$198M - $215M
|
500K
$111M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.9K- 74.49% |
$945K - $1.03M
|
1.68K
$372K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
100KNew |
$19.3M - $20.9M
|
100K
$22.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-99.7K- 97.41% |
$19.2M - $20.9M
|
2.65K
$588K
|
|
|
Aug 14, 2024
Q2 2024
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
PUT |
135KNew |
$25.9M - $28.2M
|
135K
$29.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
CALL |
1.78M+ 38.85% |
$344M - $374M
|
6.38M
$1.41B
|
|
|
Aug 14, 2024
Q2 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$771 - $838
|
30.9K
$6.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
4.28K+ 15.65% |
$824K - $895K
|
31.6K
$7M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.25K- 25.98% |
$241K - $262K
|
3.56K
$790K
|
|