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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
8+ 0.57% |
$1.3K - $1.64K
|
1.42K
$342K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
15.7K+ 29.07% |
$2.55M - $3.22M
|
69.9K
$16.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.27KNew |
$1.02M - $1.28M
|
6.27K
$1.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
700+ 2.36% |
$114K - $143K
|
30.4K
$7.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
51+ 2.11% |
$8.27K - $10.4K
|
2.47K
$597K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.37KNew |
$1.52M - $1.92M
|
9.37K
$2.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-749- 42.82% |
$121K - $153K
|
1K
$242K
|
|
|
Jan 26, 2024
Q4 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
4KNew |
$649K - $819K
|
4K
$967K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
800New |
$130K - $164K
|
800
$193K
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
54+ 4.35% |
$8.76K - $11.1K
|
1.29K
$313K
|
|
|
Jan 25, 2024
Q4 2023
|
Zenyatta Capital Management LP
|
BUY
|
- |
300KNew |
$48.7M - $61.4M
|
300K
$72.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-57- 1.67% |
$9.25K - $11.7K
|
3.36K
$813K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-299- 17.43% |
$48.5K - $61.2K
|
1.42K
$342K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
47+ 3.24% |
$7.62K - $9.63K
|
1.5K
$363K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.4KNew |
$389K - $492K
|
2.4K
$581K
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
34K+ 1739.81% |
$5.52M - $6.97M
|
36K
$8.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
97K+ 1533.08% |
$15.7M - $19.9M
|
103K
$25M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
225+ 12.44% |
$36.5K - $46.1K
|
2.03K
$492K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.13KNew |
$182K - $230K
|
1.13K
$272K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
4.28KNew |
$694K - $876K
|
4.28K
$1.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.44K+ 111.46% |
$234K - $295K
|
2.73K
$661K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.74K+ 12.73% |
$1.25M - $1.58M
|
68.5K
$16.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
268KNew |
$43.4M - $54.8M
|
268K
$64.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-76.8K- 96.14% |
$12.5M - $15.7M
|
3.08K
$744K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 12.5% |
$1.62K - $2.05K
|
70
$16.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
310+ 56.47% |
$50.3K - $63.5K
|
859
$208K
|
|
|
Jan 22, 2024
Q4 2023
|
Tenret CO LLC
|
BUY
|
- |
1KNew |
$162K - $205K
|
1K
$242K
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
43+ 3.71% |
$6.98K - $8.81K
|
1.2K
$290K
|
|
|
Jan 22, 2024
Q4 2023
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
30.9KNew |
$5.01M - $6.33M
|
30.9K
$7.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
11New |
$1.78K - $2.25K
|
11
$2.66K
|
|
|
Jan 19, 2024
Q4 2023
|
Myriad Asset Management Us LP
|
BUY
|
- |
206KNew |
$33.4M - $42.2M
|
206K
$49.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
BUY
|
- |
12.1KNew |
$1.96M - $2.47M
|
12.1K
$2.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
11.1KNew |
$1.8M - $2.27M
|
11.1K
$2.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-465- 25.69% |
$75.4K - $95.2K
|
1.35K
$325K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.41KNew |
$229K - $290K
|
1.41K
$342K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-600- 73.44% |
$97.3K - $123K
|
217
$52.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.05KNew |
$170K - $214K
|
1.05K
$253K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
545New |
$88.4K - $112K
|
545
$132K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
16.2KNew |
$2.63M - $3.32M
|
16.2K
$3.92M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.45KNew |
$235K - $297K
|
1.45K
$350K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.31KNew |
$213K - $269K
|
1.31K
$318K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.03KNew |
$167K - $210K
|
1.03K
$248K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
27+ 1.74% |
$4.38K - $5.53K
|
1.58K
$382K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
11New |
$1.78K - $2.25K
|
11
$2.66K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
86New |
$14K - $17.6K
|
86
$20.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
62New |
$10.1K - $12.7K
|
62
$15K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
PUT |
10KNew |
$1.62M - $2.05M
|
10K
$2.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.86KNew |
$464K - $586K
|
2.86K
$692K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.1K- 51.43% |
$178K - $225K
|
1.04K
$251K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
270New |
$43.8K - $55.3K
|
270
$65.3K
|