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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1K+ 75.24% |
$193K - $209K
|
2.33K
$508K
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
2.75K+ 702.05% |
$529K - $575K
|
3.14K
$684K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
182KNew |
$35.1M - $38.2M
|
182K
$39.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-408- 33.58% |
$78.7K - $85.5K
|
807
$176K
|
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
950New |
$183K - $199K
|
950
$207K
|
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
3.32K+ 181.08% |
$640K - $696K
|
5.16K
$1.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-844- 26.44% |
$163K - $177K
|
2.35K
$512K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-600- 27.21% |
$116K - $126K
|
1.61K
$350K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
258+ 59.86% |
$49.8K - $54K
|
689
$150K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
14New |
$2.7K - $2.93K
|
14
$3.05K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-393- 28.13% |
$75.8K - $82.3K
|
1K
$219K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
22+ 0.24% |
$4.24K - $4.61K
|
9.1K
$1.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-28- 0.9% |
$5.4K - $5.86K
|
3.09K
$673K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
35New |
$6.75K - $7.33K
|
35
$7.63K
|
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-244- 11.35% |
$47.1K - $51.1K
|
1.91K
$415K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
199+ 568.57% |
$38.4K - $41.7K
|
234
$51K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-55- 20.83% |
$10.6K - $11.5K
|
209
$45.6K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
100New |
$19.3K - $20.9K
|
100
$21.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
CALL |
-316KClosed |
$61M - $66.3M
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.66% |
$3.86K - $4.19K
|
3K
$653K
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
262+ 8.96% |
$50.5K - $54.9K
|
3.19K
$694K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
32New |
$6.17K - $6.7K
|
32
$6.98K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
715+ 8.33% |
$138K - $150K
|
9.3K
$2.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-88- 2.67% |
$17K - $18.4K
|
3.21K
$699K
|
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-533- 29.06% |
$103K - $112K
|
1.3K
$284K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.18KNew |
$228K - $248K
|
1.18K
$258K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2- 0.1% |
$386 - $419
|
1.94K
$423K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.05KNew |
$202K - $219K
|
1.05K
$228K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.17K+ 327.0% |
$418K - $454K
|
2.83K
$617K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-56- 1.86% |
$10.8K - $11.7K
|
2.96K
$644K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.23K- 22.84% |
$237K - $257K
|
4.15K
$905K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-80- 3.35% |
$15.4K - $16.8K
|
2.31K
$503K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1+ 0.77% |
$193 - $209
|
131
$28.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Pb Cay One Rsc LTD
Abu Dhabi, C0 |
BUY
|
- |
331KNew |
$63.8M - $69.3M
|
331K
$72.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-9.02K- 40.9% |
$1.74M - $1.89M
|
13K
$2.84M
|
|
|
Jul 15, 2024
Q2 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-249- 10.82% |
$48K - $52.2K
|
2.05K
$448K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
2.71KNew |
$522K - $567K
|
2.71K
$590K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
514+ 3671.43% |
$99.1K - $108K
|
528
$115K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-363- 4.6% |
$70K - $76K
|
7.53K
$1.64M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
18+ 1.66% |
$3.47K - $3.77K
|
1.1K
$240K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 14.29% |
$193 - $209
|
6
$1.31K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.37% |
$193 - $209
|
268
$58.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
CALL |
39KNew |
$7.52M - $8.17M
|
39K
$8.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.75K+ 34.5% |
$531K - $576K
|
10.7K
$2.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
155+ 3.81% |
$29.9K - $32.5K
|
4.22K
$920K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.19K+ 59.7% |
$230K - $249K
|
3.19K
$695K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-37- 2.29% |
$7.14K - $7.75K
|
1.58K
$344K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-240- 50.0% |
$46.3K - $50.3K
|
240
$52.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
12.9KNew |
$2.49M - $2.7M
|
12.9K
$2.81M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.72KNew |
$331K - $359K
|
1.72K
$374K
|