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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
P&S Credit Management, L.P.
New York, NY |
BUY
|
- |
5.62KNew |
$980K - $1.12M
|
5.62K
$1.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-41- 75.93% |
$7.15K - $8.15K
|
13
$3.14K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
4+ 0.21% |
$697 - $795
|
1.88K
$454K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.17KNew |
$204K - $233K
|
1.17K
$283K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
5.88KNew |
$1.03M - $1.17M
|
5.88K
$1.42M
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-55- 2.19% |
$9.59K - $10.9K
|
2.45K
$593K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
23.6KNew |
$4.11M - $4.69M
|
23.6K
$5.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
225New |
$39.2K - $44.7K
|
225
$54.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
61New |
$10.6K - $12.1K
|
61
$14.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
94New |
$16.4K - $18.7K
|
94
$22.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Spence Asset Management
|
SELL
|
- |
-48- 6.08% |
$8.37K - $9.54K
|
742
$179K
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-1- 4.76% |
$174 - $199
|
20
$4.84K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-16.5K- 91.76% |
$2.88M - $3.28M
|
1.48K
$359K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
25+ 1.61% |
$4.36K - $4.97K
|
1.58K
$382K
|
|
|
Oct 10, 2023
Q3 2023
|
Leeward Investments, LLC Ma
|
BUY
|
- |
1.36KNew |
$237K - $270K
|
1.36K
$328K
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-80- 6.03% |
$13.9K - $15.9K
|
1.25K
$301K
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-10- 0.11% |
$1.74K - $1.99K
|
9.3K
$2.25M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.23KNew |
$214K - $243K
|
1.23K
$296K
|
|
| Q2 2023 | |||||||
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
BUY
|
- |
2.08KNew |
$354K - $391K
|
2.08K
$503K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
17.8K+ 2020.16% |
$3.04M - $3.35M
|
18.7K
$4.53M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-833- 8.43% |
$142K - $157K
|
9.05K
$2.19M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-716K- 80.18% |
$122M - $135M
|
177K
$42.8M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-101- 19.06% |
$17.2K - $19K
|
429
$104K
|
|
|
Dec 18, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
52KNew |
$8.86M - $9.77M
|
52K
$12.6M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
568+ 13.29% |
$96.8K - $107K
|
4.84K
$1.17M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
90.7K+ 86.02% |
$15.5M - $17M
|
196K
$47.4M
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.12KNew |
$190K - $210K
|
1.12K
$270K
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.32K- 66.94% |
$226K - $249K
|
654
$158K
|
|
|
Aug 16, 2023
Q2 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
39.5KNew |
$6.73M - $7.42M
|
39.5K
$9.55M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
241+ 30.86% |
$41.1K - $45.3K
|
1.02K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
92KNew |
$15.7M - $17.3M
|
92K
$22.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
90.1KNew |
$15.4M - $16.9M
|
90.1K
$21.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-3.4K- 34.08% |
$580K - $640K
|
6.58K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
CALL |
15KNew |
$2.56M - $2.82M
|
15K
$3.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
2.05MNew |
$349M - $385M
|
2.05M
$496M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
PUT |
2.3MNew |
$392M - $432M
|
2.3M
$556M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
1.21KNew |
$206K - $228K
|
1.21K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.07K- 22.77% |
$182K - $201K
|
3.62K
$876K
|
|
|
Aug 14, 2023
Q2 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
PUT |
100KNew |
$17M - $18.8M
|
100K
$24.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Silverback Asset Management LLC
Chapel Hill, NC |
BUY
|
PUT |
50KNew |
$8.52M - $9.4M
|
50K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
2.3KNew |
$392K - $432K
|
2.3K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
37.8KNew |
$6.44M - $7.1M
|
37.8K
$9.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
5+ 0.26% |
$852 - $940
|
1.9K
$460K
|
|
|
Aug 14, 2023
Q2 2023
|
400 Capital Management LLC
New York, NY |
SELL
|
PUT |
-15.1K- 46.32% |
$2.57M - $2.84M
|
17.5K
$4.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
4.25KNew |
$724K - $799K
|
4.25K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Nwi Management LP
New York, NY |
BUY
|
- |
5KNew |
$852K - $940K
|
5K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Soros Capital Management LLC
New York, NY |
BUY
|
PUT |
35KNew |
$5.96M - $6.58M
|
35K
$8.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
PUT |
100K+ 40.0% |
$17M - $18.8M
|
350K
$84.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
184+ 2.23% |
$31.4K - $34.6K
|
8.43K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
- |
150KNew |
$25.6M - $28.2M
|
150K
$36.3M
|
|