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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
PUT |
300K+ 300.0% |
$56.8M - $63.1M
|
400K
$87.1M
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-17- 0.08% |
$3.22K - $3.58K
|
21K
$4.58M
|
|
May 14, 2024
Q1 2024
|
Granby Capital Management, LLC
|
BUY
|
- |
26K+ 74.29% |
$4.93M - $5.47M
|
61K
$13.3M
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
118+ 786.67% |
$22.4K - $24.8K
|
133
$29K
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
34+ 0.78% |
$6.44K - $7.15K
|
4.4K
$959K
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-56- 7.46% |
$10.6K - $11.8K
|
695
$151K
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
2.12KNew |
$401K - $445K
|
2.12K
$461K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.97K- 23.94% |
$563K - $625K
|
9.44K
$2.06M
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
PUT |
2KNew |
$379K - $421K
|
2K
$436K
|
|
May 14, 2024
Q1 2024
|
Pinnbrook Capital Management LP
|
BUY
|
PUT |
130KNew |
$24.6M - $27.3M
|
130K
$28.3M
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-378- 7.23% |
$71.6K - $79.5K
|
4.85K
$1.06M
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
156New |
$29.6K - $32.8K
|
156
$34K
|
|
May 14, 2024
Q1 2024
|
Pfm Health Sciences, LP
San Francisco, CA |
BUY
|
- |
99.1KNew |
$18.8M - $20.8M
|
99.1K
$21.6M
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.99K- 56.4% |
$755K - $838K
|
3.08K
$671K
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-712- 6.08% |
$135K - $150K
|
11K
$2.39M
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.12K+ 229.55% |
$590K - $655K
|
4.47K
$974K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.7K+ 5.53% |
$4.68M - $5.2M
|
471K
$103M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
PUT |
1KNew |
$189K - $210K
|
1K
$218K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
58.4K+ 37.15% |
$11.1M - $12.3M
|
216K
$46.9M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
PUT |
3KNew |
$568K - $631K
|
3K
$653K
|
|
May 14, 2024
Q1 2024
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
PUT |
52.5KNew |
$9.95M - $11M
|
52.5K
$11.4M
|
|
May 14, 2024
Q1 2024
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
PUT |
4KNew |
$758K - $841K
|
4K
$871K
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.93KNew |
$366K - $406K
|
1.93K
$421K
|
|
May 13, 2024
Q1 2024
|
Neumeier Poma Investment Counsel LLC
|
BUY
|
- |
11.3KNew |
$2.13M - $2.37M
|
11.3K
$2.45M
|
|
May 13, 2024
Q1 2024
|
Bronte Capital Management Pty Ltd.
|
SELL
|
CALL |
-111K- 55.35% |
$21M - $23.3M
|
89.3K
$19.4M
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
255New |
$48.3K - $53.6K
|
255
$55.5K
|
|
May 13, 2024
Q1 2024
|
Garnet Equity Capital Holdings, Inc.
|
BUY
|
- |
18KNew |
$3.41M - $3.79M
|
18K
$3.92M
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-25- 0.39% |
$4.74K - $5.26K
|
6.36K
$1.39M
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
985New |
$187K - $207K
|
985
$215K
|
|
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
CALL |
1.31MNew |
$248M - $275M
|
1.31M
$285M
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
3+ 1.38% |
$568 - $631
|
220
$47.9K
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.25K+ 12.71% |
$237K - $263K
|
11.1K
$2.41M
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
36.7KNew |
$6.96M - $7.73M
|
36.7K
$8M
|
|
May 13, 2024
Q1 2024
|
Triatomic Management LP
New York, NY |
BUY
|
PUT |
20KNew |
$3.79M - $4.21M
|
20K
$4.36M
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
604New |
$114K - $127K
|
604
$132K
|
|
May 13, 2024
Q1 2024
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-1.16K- 52.35% |
$219K - $243K
|
1.05K
$229K
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
BUY
|
PUT |
1.1MNew |
$208M - $231M
|
1.1M
$239M
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
CALL |
3KNew |
$568K - $631K
|
3K
$653K
|
|
May 13, 2024
Q1 2024
|
Heard Capital LLC
Chicago, IL |
BUY
|
PUT |
5K+ 100.0% |
$947K - $1.05M
|
10K
$2.18M
|
|
May 13, 2024
Q1 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-2.86M- 99.12% |
$542M - $601M
|
25.3K
$5.52M
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
150New |
$28.4K - $31.5K
|
150
$32.7K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-16.9K- 38.41% |
$3.2M - $3.55M
|
27.1K
$5.9M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
9.93K+ 6.37% |
$1.88M - $2.09M
|
166K
$36.1M
|
|
May 13, 2024
Q1 2024
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-161- 4.26% |
$30.5K - $33.9K
|
3.62K
$789K
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-500- 9.81% |
$94.7K - $105K
|
4.6K
$1M
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-9.26K- 88.41% |
$1.75M - $1.95M
|
1.21K
$264K
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
16+ 1.53% |
$3.03K - $3.36K
|
1.06K
$232K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.05KNew |
$199K - $220K
|
1.05K
$228K
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-37- 2.72% |
$7.01K - $7.78K
|
1.32K
$288K
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
460+ 23.92% |
$87.2K - $96.7K
|
2.38K
$519K
|