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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
43.6KNew |
$8.41M - $9.13M
|
43.6K
$9.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-7- 11.11% |
$1.35K - $1.47K
|
56
$12.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.33K- 40.26% |
$1.03M - $1.12M
|
7.91K
$1.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.37K- 86.62% |
$263K - $286K
|
211
$46K
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-22K- 67.9% |
$4.24M - $4.61M
|
10.4K
$2.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8New |
$1.54K - $1.68K
|
8
$1.74K
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
996New |
$192K - $209K
|
996
$217K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-50- 16.23% |
$9.64K - $10.5K
|
258
$56.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
62New |
$12K - $13K
|
62
$13.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Boundary Creek Advisors LP
|
SELL
|
PUT |
-950K- 48.72% |
$183M - $199M
|
1M
$218M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-3.65K- 1.11% |
$703K - $763K
|
324K
$70.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Highland Peak Capital, LLC
Greenwich, CT |
BUY
|
PUT |
300KNew |
$57.9M - $62.8M
|
300K
$65.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.89K- 9.54% |
$365K - $396K
|
17.9K
$3.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Ctc LLC
|
BUY
|
- |
206K+ 671.38% |
$39.6M - $43.1M
|
236K
$51.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3+ 0.26% |
$579 - $628
|
1.14K
$248K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-232- 6.57% |
$44.7K - $48.6K
|
3.3K
$720K
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.09K+ 24.82% |
$789K - $857K
|
20.6K
$4.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.06K- 86.24% |
$782K - $849K
|
647
$141K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-3.05K- 48.85% |
$589K - $640K
|
3.2K
$697K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.53K- 83.42% |
$294K - $319K
|
303
$66.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 1.11% |
$193 - $209
|
91
$19.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4New |
$771 - $838
|
4
$872
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.54KNew |
$876K - $952K
|
4.54K
$991K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
674+ 19.22% |
$130K - $141K
|
4.18K
$911K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-105- 6.89% |
$20.2K - $22K
|
1.42K
$309K
|
|
|
Aug 06, 2024
Q2 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-300- 15.71% |
$57.9K - $62.8K
|
1.61K
$351K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2.13K- 22.36% |
$410K - $445K
|
7.38K
$1.61M
|
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
5KNew |
$965K - $1.05M
|
5K
$1.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-557- 16.19% |
$107K - $117K
|
2.88K
$629K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-211- 10.92% |
$40.7K - $44.2K
|
1.72K
$375K
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
- |
5.66K+ 186.22% |
$1.09M - $1.19M
|
8.7K
$1.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
PUT |
40KNew |
$7.71M - $8.38M
|
40K
$8.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
CALL |
9.8KNew |
$1.89M - $2.05M
|
9.8K
$2.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-218- 51.42% |
$42K - $45.7K
|
206
$44.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
55New |
$10.6K - $11.5K
|
55
$12K
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
9.13KNew |
$1.76M - $1.91M
|
9.13K
$1.99M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
PUT |
1KNew |
$193K - $209K
|
1K
$218K
|
|
|
Aug 01, 2024
Q2 2024
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
PUT |
-500KClosed |
$96.4M - $105M
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-60- 0.44% |
$11.6K - $12.6K
|
13.7K
$2.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-211- 67.85% |
$40.7K - $44.2K
|
100
$21.8K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
3K+ 11.4% |
$579K - $629K
|
29.3K
$6.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Pentwater Capital Management LP
Naples, FL |
BUY
|
PUT |
25KNew |
$4.82M - $5.24M
|
25K
$5.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-71- 18.11% |
$13.7K - $14.9K
|
321
$70K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.19K- 9.86% |
$229K - $248K
|
10.8K
$2.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
70+ 1.19% |
$13.5K - $14.7K
|
5.96K
$1.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-21- 1.71% |
$4.05K - $4.4K
|
1.2K
$262K
|
|
|
Jul 29, 2024
Q2 2024
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
7.3K+ 20.86% |
$1.41M - $1.53M
|
42.3K
$9.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
396New |
$76.4K - $82.9K
|
396
$86.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Defender Capital, Llc.
|
BUY
|
- |
1.2K+ 66.67% |
$231K - $251K
|
3K
$654K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-15- 3.57% |
$2.89K - $3.14K
|
405
$88.3K
|