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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-21- 17.36% |
$3.98K - $4.42K
|
100
$24.2K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.84K+ 122.96% |
$916K - $1.02M
|
8.77K
$2.12M
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-4.1K- 92.55% |
$777K - $862K
|
330
$79.8K
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
BUY
|
- |
51+ 1.45% |
$9.66K - $10.7K
|
3.56K
$862K
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-43K- 97.01% |
$8.14M - $9.04M
|
1.32K
$320K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
100New |
$18.9K - $21K
|
100
$24.2K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
19New |
$3.6K - $4K
|
19
$4.6K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
38+ 0.06% |
$7.2K - $7.99K
|
67.2K
$16.3M
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
35.8KNew |
$6.78M - $7.52M
|
35.8K
$8.65M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7New |
$1.33K - $1.47K
|
7
$1.69K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-180- 28.89% |
$34.1K - $37.9K
|
443
$107K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-2.5K- 88.57% |
$474K - $527K
|
323
$78.1K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-75- 6.98% |
$14.2K - $15.8K
|
999
$242K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
83+ 518.75% |
$15.7K - $17.5K
|
99
$23.9K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-84- 2.47% |
$15.9K - $17.7K
|
3.32K
$803K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.69K+ 98.37% |
$321K - $356K
|
3.41K
$826K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.08KNew |
$204K - $226K
|
1.08K
$260K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 6.67% |
$9.47K - $10.5K
|
700
$169K
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1KNew |
$189K - $210K
|
1K
$242K
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-176- 1.16% |
$33.3K - $37K
|
15K
$3.63M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-57.7K- 97.81% |
$10.9M - $12.1M
|
1.29K
$312K
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-58- 0.9% |
$11K - $12.2K
|
6.42K
$1.55M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-15- 1.4% |
$2.84K - $3.15K
|
1.06K
$256K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
119New |
$22.5K - $25K
|
119
$28.8K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4K- 21.49% |
$758K - $842K
|
14.6K
$3.54M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
17.7KNew |
$3.35M - $3.72M
|
17.7K
$4.27M
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.25% |
$758 - $841
|
1.6K
$387K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
PUT |
10KNew |
$1.89M - $2.1M
|
10K
$2.42M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.85KNew |
$350K - $388K
|
1.85K
$446K
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
34.2K+ 106.23% |
$6.48M - $7.2M
|
66.4K
$16.1M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-179K- 75.51% |
$33.9M - $37.6M
|
58K
$14M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
970New |
$184K - $204K
|
970
$235K
|
|
|
May 01, 2024
Q1 2024
|
Iridian Asset Management LLC
|
SELL
|
- |
-300K- 60.0% |
$56.8M - $63.1M
|
200K
$48.4M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.73K+ 7.43% |
$327K - $363K
|
25K
$6.04M
|
|
|
May 01, 2024
Q1 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
PUT |
64.2KNew |
$12.2M - $13.5M
|
64.2K
$15.5M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.79K+ 7.19% |
$908K - $1.01M
|
71.5K
$17.3M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
974New |
$185K - $205K
|
974
$236K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
168New |
$31.8K - $35.3K
|
168
$40.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-698- 65.85% |
$132K - $147K
|
362
$87.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
CALL |
-1.7K- 26.15% |
$322K - $358K
|
4.8K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-35- 1.5% |
$6.63K - $7.36K
|
2.3K
$557K
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-104- 2.68% |
$19.7K - $21.9K
|
3.78K
$913K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-789- 1.25% |
$149K - $166K
|
62.5K
$15.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
926+ 9.12% |
$175K - $195K
|
11.1K
$2.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-211- 4.65% |
$40K - $44.4K
|
4.33K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
900New |
$171K - $189K
|
900
$218K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-11- 12.64% |
$2.08K - $2.31K
|
76
$18.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.78KNew |
$1.66M - $1.85M
|
8.78K
$2.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-100- 69.44% |
$18.9K - $21K
|
44
$10.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-40- 36.04% |
$7.58K - $8.41K
|
71
$17.2K
|