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 13, 2023
Q3 2023
|
Dynamo Internacional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
PUT |
535KNew |
$93.3M - $106M
|
535K
$129M
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
1.21KNew |
$211K - $241K
|
1.21K
$292K
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
195New |
$34K - $38.7K
|
195
$47K
|
|
Nov 09, 2023
Q3 2023
|
Cowen And Company, LLC
|
BUY
|
- |
1.25KNew |
$218K - $248K
|
1.25K
$301K
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4New |
$697 - $795
|
4
$964
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-120- 4.43% |
$20.9K - $23.8K
|
2.59K
$623K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.22KNew |
$213K - $243K
|
1.22K
$294K
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-13- 0.62% |
$2.27K - $2.58K
|
2.1K
$506K
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-841- 31.86% |
$147K - $167K
|
1.8K
$433K
|
|
Nov 07, 2023
Q3 2023
|
Monaco Asset Management Sam
|
BUY
|
PUT |
25KNew |
$4.36M - $4.97M
|
25K
$6.02M
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
SELL
|
- |
-73- 2.84% |
$12.7K - $14.5K
|
2.49K
$601K
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-14- 0.66% |
$2.44K - $2.78K
|
2.11K
$507K
|
|
Nov 07, 2023
Q3 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1.32K- 18.38% |
$230K - $262K
|
5.85K
$1.41M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-81.4K- 7.14% |
$14.2M - $16.2M
|
1.06M
$255M
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
8+ 0.61% |
$1.39K - $1.59K
|
1.32K
$319K
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4+ 0.34% |
$697 - $795
|
1.18K
$285K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
36New |
$6.28K - $7.15K
|
36
$8.67K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-222- 3.03% |
$38.7K - $44.1K
|
7.11K
$1.71M
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-51- 2.67% |
$8.89K - $10.1K
|
1.86K
$448K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
331+ 1.71% |
$57.7K - $65.8K
|
19.7K
$4.74M
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-52- 82.54% |
$9.07K - $10.3K
|
11
$2.65K
|
|
Nov 02, 2023
Q3 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-8K- 68.38% |
$1.39M - $1.59M
|
3.7K
$891K
|
|
Nov 02, 2023
Q3 2023
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
CALL |
700KNew |
$122M - $139M
|
700K
$169M
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
175+ 14.5% |
$30.5K - $34.8K
|
1.38K
$333K
|
|
Nov 01, 2023
Q3 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
SELL
|
- |
-569- 39.24% |
$99.2K - $113K
|
881
$212K
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-25- 1.72% |
$4.36K - $4.97K
|
1.43K
$344K
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
11+ 0.8% |
$1.92K - $2.19K
|
1.38K
$333K
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-26.4K- 7.87% |
$4.61M - $5.25M
|
310K
$74.6M
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
575New |
$100K - $114K
|
575
$139K
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-550- 30.56% |
$95.9K - $109K
|
1.25K
$301K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-36- 0.95% |
$6.28K - $7.15K
|
3.74K
$901K
|
|
Oct 27, 2023
Q3 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-50- 11.11% |
$8.72K - $9.94K
|
400
$96.4K
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.74K- 2.86% |
$303K - $346K
|
59.2K
$14.3M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4.58KNew |
$798K - $909K
|
4.58K
$1.1M
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-100- 7.55% |
$17.4K - $19.9K
|
1.23K
$295K
|
|
Oct 26, 2023
Q3 2023
|
Amf Tjanstepension Ab
|
BUY
|
- |
239KNew |
$41.7M - $47.5M
|
239K
$57.6M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
733+ 1.06% |
$128K - $146K
|
69.7K
$16.8M
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-637- 33.51% |
$111K - $127K
|
1.26K
$305K
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-50- 23.26% |
$8.72K - $9.94K
|
165
$39.8K
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-325- 8.89% |
$56.7K - $64.6K
|
3.33K
$802K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
2.61KNew |
$455K - $518K
|
2.61K
$628K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
204New |
$35.6K - $40.5K
|
204
$49.1K
|
|
Oct 24, 2023
Q3 2023
|
Brown Financial Advisory
|
SELL
|
- |
-10- 0.5% |
$1.74K - $1.99K
|
1.98K
$477K
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-70- 3.32% |
$12.2K - $13.9K
|
2.04K
$491K
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
131+ 10.2% |
$22.8K - $26K
|
1.42K
$341K
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
6+ 0.5% |
$1.05K - $1.19K
|
1.22K
$293K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-600- 7.92% |
$105K - $119K
|
6.98K
$1.68M
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.13KNew |
$371K - $423K
|
2.13K
$513K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-642- 15.26% |
$112K - $128K
|
3.56K
$859K
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
65New |
$11.3K - $12.9K
|
65
$15.7K
|