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 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.23% |
$189 - $210
|
431
$104K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
964New |
$183K - $203K
|
964
$233K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-250- 10.41% |
$47.4K - $52.6K
|
2.15K
$520K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
140New |
$26.5K - $29.4K
|
140
$33.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.15KNew |
$217K - $241K
|
1.15K
$277K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-14.1K- 92.13% |
$2.67M - $2.96M
|
1.2K
$291K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
962New |
$182K - $202K
|
962
$233K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-32- 3.02% |
$6.06K - $6.73K
|
1.03K
$248K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
269New |
$51K - $56.6K
|
269
$65.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
899+ 69.58% |
$170K - $189K
|
2.19K
$530K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
CALL |
-99K- 99.0% |
$18.8M - $20.8M
|
1K
$242K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
130KNew |
$24.6M - $27.3M
|
130K
$31.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
P&S Credit Management, L.P.
New York, NY |
SELL
|
PUT |
-60.5K- 57.08% |
$11.5M - $12.7M
|
45.5K
$11M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-335- 36.14% |
$63.5K - $70.5K
|
592
$143K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-1.11K- 3.28% |
$211K - $234K
|
32.9K
$7.95M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-13- 0.31% |
$2.46K - $2.73K
|
4.23K
$1.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
421+ 15.43% |
$79.8K - $88.5K
|
3.15K
$762K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
974New |
$185K - $205K
|
974
$236K
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
28.8KNew |
$5.46M - $6.06M
|
28.8K
$6.97M
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-22- 0.27% |
$4.17K - $4.63K
|
8.05K
$1.95M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.9K+ 16.75% |
$549K - $609K
|
20.2K
$4.89M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
4.18KNew |
$791K - $878K
|
4.18K
$1.01M
|
|
| Q4 2023 | |||||||
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-14- 0.43% |
$2.27K - $2.87K
|
3.28K
$792K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-19- 0.5% |
$3.08K - $3.89K
|
3.78K
$915K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
455K+ 546.76% |
$73.9M - $93.3M
|
539K
$130M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
PUT |
37.8KNew |
$6.13M - $7.74M
|
37.8K
$9.14M
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
9.97KNew |
$1.62M - $2.04M
|
9.97K
$2.41M
|
|
|
May 16, 2024
Q4 2023
|
Connective Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-14.3K- 41.16% |
$2.33M - $2.94M
|
20.5K
$4.96M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
256New |
$41.5K - $52.4K
|
256
$61.9K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
98New |
$15.9K - $20.1K
|
98
$23.7K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
337New |
$54.7K - $69K
|
337
$81.5K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-45- 3.01% |
$7.3K - $9.22K
|
1.45K
$350K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
55New |
$8.92K - $11.3K
|
55
$13.3K
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-1.63KClosed |
$264K - $333K
|
0
$0
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.48KNew |
$241K - $304K
|
1.48K
$359K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
146New |
$23.7K - $29.9K
|
146
$35.3K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.12KNew |
$181K - $228K
|
1.12K
$270K
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
110+ 4.16% |
$17.8K - $22.5K
|
2.76K
$666K
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1KNew |
$162K - $205K
|
1K
$242K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
140KNew |
$22.8M - $28.7M
|
140K
$33.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
190KNew |
$30.9M - $39M
|
190K
$46.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
18New |
$2.92K - $3.69K
|
18
$4.35K
|
|
|
Feb 15, 2024
Q4 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
19.1K+ 429.28% |
$3.09M - $3.9M
|
23.5K
$5.68M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
311New |
$50.4K - $63.7K
|
311
$75.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
10K+ 200.0% |
$1.62M - $2.05M
|
15K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Ghost Tree Capital, LLC
New York, NY |
BUY
|
CALL |
250KNew |
$40.6M - $51.2M
|
250K
$60.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$1.96M - $2.47M
|
12.1K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
231New |
$37.5K - $47.3K
|
231
$55.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
PUT |
1.5KNew |
$243K - $307K
|
1.5K
$363K
|
|