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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
214New |
$41.3K - $44.8K
|
214
$51.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.18KNew |
$228K - $248K
|
1.18K
$286K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2- 0.1% |
$386 - $419
|
1.94K
$469K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.05KNew |
$202K - $219K
|
1.05K
$253K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.17K+ 327.0% |
$418K - $454K
|
2.83K
$685K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.05KNew |
$202K - $219K
|
1.05K
$253K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-56- 1.86% |
$10.8K - $11.7K
|
2.96K
$715K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
243+ 92.75% |
$46.9K - $50.9K
|
505
$122K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.23K- 22.84% |
$237K - $257K
|
4.15K
$1M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.39K+ 21.13% |
$267K - $290K
|
7.95K
$1.92M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-80- 3.35% |
$15.4K - $16.8K
|
2.31K
$558K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1+ 0.77% |
$193 - $209
|
131
$31.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Pb Cay One Rsc LTD
Abu Dhabi, C0 |
BUY
|
- |
331KNew |
$63.8M - $69.3M
|
331K
$80.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
25+ 2.45% |
$4.82K - $5.24K
|
1.05K
$253K
|
|
|
Jul 16, 2024
Q2 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-9.02K- 40.9% |
$1.74M - $1.89M
|
13K
$3.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 3.45% |
$38.6K - $41.9K
|
6K
$1.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
18New |
$3.47K - $3.77K
|
18
$4.35K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-91- 5.24% |
$17.5K - $19.1K
|
1.65K
$398K
|
|
|
Jul 15, 2024
Q2 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-249- 10.82% |
$48K - $52.2K
|
2.05K
$497K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
2.71KNew |
$522K - $567K
|
2.71K
$655K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
28+ 2.2% |
$5.4K - $5.86K
|
1.3K
$315K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
514+ 3671.43% |
$99.1K - $108K
|
528
$128K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
60+ 6.05% |
$11.6K - $12.6K
|
1.05K
$254K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-363- 4.6% |
$70K - $76K
|
7.53K
$1.82M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-6- 0.51% |
$1.16K - $1.26K
|
1.17K
$283K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
18+ 1.66% |
$3.47K - $3.77K
|
1.1K
$266K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-98- 2.85% |
$18.9K - $20.5K
|
3.35K
$809K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 14.29% |
$193 - $209
|
6
$1.45K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.37% |
$193 - $209
|
268
$64.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
CALL |
39KNew |
$7.52M - $8.17M
|
39K
$9.43M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.75K+ 34.5% |
$531K - $576K
|
10.7K
$2.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
155+ 3.81% |
$29.9K - $32.5K
|
4.22K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.19K+ 59.7% |
$230K - $249K
|
3.19K
$771K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1+ 0.02% |
$193 - $209
|
4.77K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-37- 2.29% |
$7.14K - $7.75K
|
1.58K
$382K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
574New |
$111K - $120K
|
574
$139K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
3.62KNew |
$699K - $759K
|
3.62K
$876K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
283+ 88.71% |
$54.6K - $59.3K
|
602
$146K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-21- 2.11% |
$4.05K - $4.4K
|
973
$235K
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-65- 0.03% |
$12.5K - $13.6K
|
202K
$49M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.81K+ 24.36% |
$349K - $379K
|
9.24K
$2.23M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-50- 6.98% |
$9.64K - $10.5K
|
666
$161K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-240- 50.0% |
$46.3K - $50.3K
|
240
$58K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
12.9KNew |
$2.49M - $2.7M
|
12.9K
$3.12M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.72KNew |
$331K - $359K
|
1.72K
$415K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-123- 3.98% |
$23.7K - $25.8K
|
2.97K
$719K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
210+ 12.43% |
$40.5K - $44K
|
1.9K
$460K
|
|
|
Jul 09, 2024
Q2 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-605- 32.25% |
$117K - $127K
|
1.27K
$307K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2- 0.22% |
$386 - $419
|
919
$222K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
350New |
$67.5K - $73.3K
|
350
$84.7K
|