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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
18.6KNew |
$3.02M - $3.81M
|
18.6K
$4.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-8.96K- 67.63% |
$1.45M - $1.84M
|
4.29K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.02KNew |
$165K - $209K
|
1.02K
$246K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
693+ 41.55% |
$112K - $142K
|
2.36K
$569K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-621- 3.61% |
$101K - $127K
|
16.6K
$4M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.87KNew |
$466K - $588K
|
2.87K
$692K
|
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
2.87KNew |
$465K - $587K
|
2.87K
$690K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
74New |
$12K - $15.2K
|
74
$17.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Securities Usa LLC
|
BUY
|
- |
4KNew |
$649K - $819K
|
4K
$964K
|
|
|
Feb 08, 2024
Q4 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
244KNew |
$39.7M - $50.1M
|
244K
$58.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
68New |
$11K - $13.9K
|
68
$16.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.2KNew |
$195K - $246K
|
1.2K
$289K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
PUT |
11.1KNew |
$1.8M - $2.27M
|
11.1K
$2.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
454+ 0.27% |
$73.6K - $93K
|
167K
$40.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
7.83KNew |
$1.27M - $1.6M
|
7.83K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
53.7KNew |
$8.71M - $11M
|
53.7K
$12.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.08KNew |
$175K - $221K
|
1.08K
$260K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-183- 13.72% |
$29.7K - $37.5K
|
1.15K
$277K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
389New |
$63.1K - $79.7K
|
389
$93.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
315New |
$51.1K - $64.5K
|
315
$75.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-81- 2.19% |
$13.1K - $16.6K
|
3.61K
$870K
|
|
|
Feb 06, 2024
Q4 2023
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
13.5KNew |
$2.19M - $2.77M
|
13.5K
$3.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-42- 2.72% |
$6.81K - $8.6K
|
1.5K
$361K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
9+ 0.49% |
$1.46K - $1.84K
|
1.84K
$443K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
3.43KNew |
$556K - $702K
|
3.43K
$825K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-254- 18.27% |
$41.2K - $52K
|
1.14K
$274K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-78- 5.84% |
$12.7K - $16K
|
1.26K
$303K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
9.74KNew |
$1.58M - $2M
|
9.74K
$2.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-91- 0.87% |
$14.8K - $18.6K
|
10.4K
$2.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
23+ 4.4% |
$3.73K - $4.71K
|
546
$132K
|
|
|
Feb 05, 2024
Q4 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
15KNew |
$2.43M - $3.07M
|
15K
$3.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
PUT |
-32K- 13.47% |
$5.19M - $6.55M
|
206K
$49.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
3.34K+ 58.18% |
$541K - $684K
|
9.08K
$2.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
189+ 5.07% |
$30.7K - $38.7K
|
3.92K
$944K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
60New |
$9.73K - $12.3K
|
60
$14.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.13KNew |
$183K - $231K
|
1.13K
$272K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-300- 48.39% |
$48.7K - $61.4K
|
320
$77.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
25.8K+ 32.45% |
$4.19M - $5.29M
|
105K
$25.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-1- 0.08% |
$162 - $205
|
1.31K
$316K
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.08KNew |
$175K - $221K
|
1.08K
$260K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.19K- 58.28% |
$193K - $244K
|
851
$205K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
476New |
$77.2K - $97.5K
|
476
$115K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.23KNew |
$199K - $251K
|
1.23K
$296K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
224KNew |
$36.3M - $45.8M
|
224K
$53.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$425K - $537K
|
2.62K
$632K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.16KNew |
$350K - $442K
|
2.16K
$520K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-313- 20.47% |
$50.8K - $64.1K
|
1.22K
$293K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
430New |
$69.8K - $88.1K
|
430
$104K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
228K+ 1057.67% |
$37M - $46.7M
|
250K
$60.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-427- 0.4% |
$69.3K - $87.5K
|
107K
$25.9M
|