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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
SELL
|
- |
-125- 2.51% |
$25.1K - $28.1K
|
4.85K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-130- 4.59% |
$26.1K - $29.2K
|
2.7K
$603K
|
|
|
Nov 04, 2024
Q3 2024
|
Truxt Investmentos Ltda.
|
BUY
|
- |
1.33KNew |
$268K - $300K
|
1.33K
$298K
|
|
|
Nov 04, 2024
Q3 2024
|
Maso Capital Partners LTD
Hong Kong, K3 |
BUY
|
- |
13.6KNew |
$2.73M - $3.05M
|
13.6K
$3.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
906New |
$182K - $203K
|
906
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-5- 0.33% |
$1K - $1.12K
|
1.51K
$338K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
100New |
$20.1K - $22.5K
|
100
$22.3K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
402KNew |
$80.8M - $90.4M
|
402K
$89.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
CALL |
2KNew |
$402K - $449K
|
2K
$447K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-9.25K- 67.27% |
$1.86M - $2.08M
|
4.5K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
961New |
$193K - $216K
|
961
$215K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-96- 0.49% |
$19.3K - $21.6K
|
19.4K
$4.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
7.4K+ 284.62% |
$1.49M - $1.66M
|
10K
$2.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.26K+ 3.9% |
$454K - $508K
|
60.2K
$13.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9- 0.62% |
$1.81K - $2.02K
|
1.44K
$322K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
137New |
$27.5K - $30.8K
|
137
$30.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
1.14KNew |
$230K - $257K
|
1.14K
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
PUT |
-300- 4.41% |
$60.3K - $67.4K
|
6.5K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.78KNew |
$559K - $625K
|
2.78K
$621K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-42- 7.17% |
$8.44K - $9.43K
|
544
$121K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
656+ 21.02% |
$132K - $147K
|
3.78K
$843K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.32KNew |
$466K - $521K
|
2.32K
$518K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-128- 7.92% |
$25.7K - $28.7K
|
1.49K
$332K
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
944New |
$190K - $212K
|
944
$211K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-505- 1.24% |
$101K - $113K
|
40.2K
$8.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
3+ 0.16% |
$603 - $674
|
1.86K
$415K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-118K- 95.64% |
$23.6M - $26.4M
|
5.35K
$1.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
CALL |
60KNew |
$12.1M - $13.5M
|
60K
$13.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
919New |
$185K - $206K
|
919
$205K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
926New |
$186K - $208K
|
926
$207K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-4.38K- 32.09% |
$880K - $984K
|
9.27K
$2.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
417+ 82.9% |
$83.8K - $93.7K
|
920
$205K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
300New |
$60.3K - $67.4K
|
300
$67K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
3.09KNew |
$620K - $694K
|
3.09K
$690K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
909New |
$183K - $204K
|
909
$203K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
157New |
$31.5K - $35.3K
|
157
$35.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
47New |
$9.44K - $10.6K
|
47
$10.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 3.57% |
$201 - $225
|
29
$6.47K
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1New |
$201 - $225
|
1
$223
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-7.7K- 80.21% |
$1.55M - $1.73M
|
1.9K
$424K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
19+ 25.33% |
$3.82K - $4.27K
|
94
$21K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-132- 11.75% |
$26.5K - $29.6K
|
991
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-69- 3.19% |
$13.9K - $15.5K
|
2.1K
$468K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
1.1KNew |
$220K - $246K
|
1.1K
$244K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.12KNew |
$225K - $252K
|
1.12K
$250K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
936New |
$188K - $210K
|
936
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Investment Management, LLC
|
SELL
|
- |
-12.3K- 51.32% |
$2.46M - $2.75M
|
11.6K
$2.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-35- 3.24% |
$7.03K - $7.86K
|
1.05K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.2KNew |
$241K - $269K
|
1.2K
$268K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-375- 25.42% |
$75.3K - $84.2K
|
1.1K
$246K
|