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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-8- 14.81% |
$1.52K - $1.68K
|
46
$11.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3+ 0.23% |
$568 - $631
|
1.28K
$310K
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-46- 20.63% |
$8.72K - $9.67K
|
177
$42.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
91+ 3.29% |
$17.2K - $19.1K
|
2.86K
$692K
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
8.2K+ 86.7% |
$1.55M - $1.72M
|
17.7K
$4.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
204+ 2.42% |
$38.7K - $42.9K
|
8.63K
$2.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20+ 1.33% |
$3.79K - $4.21K
|
1.53K
$370K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-67- 6.34% |
$12.7K - $14.1K
|
989
$239K
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-188- 61.64% |
$35.6K - $39.5K
|
117
$28.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-230- 6.65% |
$43.6K - $48.4K
|
3.23K
$781K
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-230K- 99.33% |
$43.6M - $48.4M
|
1.56K
$376K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-38- 0.14% |
$7.2K - $7.99K
|
26.7K
$6.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-44.6KClosed |
$8.45M - $9.38M
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
37+ 1.33% |
$7.01K - $7.78K
|
2.82K
$682K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
17.8KNew |
$3.38M - $3.75M
|
17.8K
$4.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-193- 14.04% |
$36.6K - $40.6K
|
1.18K
$286K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-254- 7.84% |
$48.1K - $53.4K
|
2.99K
$722K
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
368+ 36.4% |
$69.7K - $77.4K
|
1.38K
$334K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.56K- 71.76% |
$674K - $748K
|
1.4K
$339K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-299- 4.17% |
$56.7K - $62.9K
|
6.88K
$1.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
PUT |
500KNew |
$94.7M - $105M
|
500K
$121M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
292New |
$55.3K - $61.4K
|
292
$70.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
50New |
$9.47K - $10.5K
|
50
$12.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
BUY
|
- |
55+ 5.21% |
$10.4K - $11.6K
|
1.11K
$268K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.9KNew |
$360K - $399K
|
1.9K
$459K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.92KNew |
$364K - $404K
|
1.92K
$464K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-52- 5.03% |
$9.85K - $10.9K
|
982
$238K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-82.1K- 85.07% |
$15.6M - $17.3M
|
14.4K
$3.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-418K- 96.65% |
$79.3M - $88M
|
14.5K
$3.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
PUT |
-3.4K- 45.33% |
$644K - $715K
|
4.1K
$992K
|
|
|
Apr 19, 2024
Q1 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
79.7KNew |
$15.1M - $16.8M
|
79.7K
$19.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Azarias Capital Management, L.P.
Berwyn, PA |
BUY
|
- |
8.01K+ 43.37% |
$1.52M - $1.68M
|
26.5K
$6.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-27- 1.97% |
$5.12K - $5.68K
|
1.35K
$326K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
25+ 6.67% |
$4.74K - $5.26K
|
400
$96.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.94KNew |
$367K - $408K
|
1.94K
$469K
|
|
|
Apr 19, 2024
Q1 2024
|
Greenfield Ftc, Inc.
|
BUY
|
- |
446+ 0.78% |
$84.5K - $93.8K
|
57.3K
$13.8M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
1.57KNew |
$298K - $331K
|
1.57K
$381K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
37+ 3.21% |
$7.01K - $7.78K
|
1.19K
$287K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-144- 3.83% |
$27.3K - $30.3K
|
3.62K
$874K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
953New |
$181K - $200K
|
953
$231K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
PUT |
-100- 25.0% |
$18.9K - $21K
|
300
$72.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
979New |
$186K - $206K
|
979
$237K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
25New |
$4.74K - $5.26K
|
25
$6.05K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
12.9KNew |
$2.45M - $2.72M
|
12.9K
$3.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200+ 1250.0% |
$37.9K - $42.1K
|
216
$52.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-50- 4.17% |
$9.47K - $10.5K
|
1.15K
$278K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-103- 2.97% |
$19.5K - $21.7K
|
3.37K
$815K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-72- 29.51% |
$13.6K - $15.1K
|
172
$41.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
773+ 62.9% |
$146K - $163K
|
2K
$484K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-13- 0.88% |
$2.46K - $2.73K
|
1.47K
$355K
|