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 15, 2023
Q1 2023
|
Islet Management, LP
New York, NY |
BUY
|
PUT |
20KNew |
$3.41M - $3.97M
|
20K
$4.82M
|
|
|
May 15, 2023
Q1 2023
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
BUY
|
PUT |
421KNew |
$71.7M - $83.5M
|
421K
$101M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
5.9KNew |
$1M - $1.17M
|
5.9K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
PUT |
1.08MNew |
$184M - $214M
|
1.08M
$260M
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
CALL |
260KNew |
$44.3M - $51.6M
|
260K
$62.6M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-151- 0.48% |
$25.7K - $29.9K
|
31.1K
$7.5M
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-41- 3.28% |
$6.98K - $8.13K
|
1.21K
$291K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-81- 4.71% |
$13.8K - $16.1K
|
1.64K
$395K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
5+ 0.29% |
$851 - $992
|
1.75K
$423K
|
|
|
May 12, 2023
Q1 2023
|
Berry Street Capital Management LLP
London, X0 |
BUY
|
PUT |
100KNew |
$17M - $19.8M
|
100K
$24.1M
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
3.3KNew |
$562K - $654K
|
3.3K
$795K
|
|
|
May 12, 2023
Q1 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-130K- 7.02% |
$22.1M - $25.8M
|
1.72M
$415M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.16KNew |
$368K - $428K
|
2.16K
$520K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
54.9KNew |
$9.35M - $10.9M
|
54.9K
$13.2M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-49- 55.06% |
$8.34K - $9.72K
|
40
$9.64K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
782New |
$133K - $155K
|
782
$188K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
SELL
|
- |
-34- 2.32% |
$5.79K - $6.74K
|
1.43K
$344K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.21MNew |
$376M - $439M
|
2.21M
$533M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
5+ 20.0% |
$851 - $992
|
30
$7.23K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
23+ 95.83% |
$3.92K - $4.56K
|
47
$11.3K
|
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-485- 6.94% |
$82.6K - $96.2K
|
6.5K
$1.57M
|
|
|
May 09, 2023
Q1 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
1.96KNew |
$333K - $388K
|
1.96K
$471K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.22K- 63.07% |
$378K - $440K
|
1.3K
$313K
|
|
|
May 05, 2023
Q1 2023
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
95KNew |
$16.2M - $18.8M
|
95K
$22.9M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
CALL |
100New |
$17K - $19.8K
|
100
$24.1K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-15- 8.15% |
$2.55K - $2.97K
|
169
$40.7K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
105+ 15.0% |
$17.9K - $20.8K
|
805
$194K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
1.22K+ 32.65% |
$207K - $242K
|
4.95K
$1.19M
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
185New |
$31.5K - $36.7K
|
185
$44.6K
|
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
PUT |
2.8KNew |
$477K - $555K
|
2.8K
$675K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
3+ 0.15% |
$511 - $595
|
1.95K
$471K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.79KNew |
$645K - $751K
|
3.79K
$913K
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$323K - $377K
|
1.9K
$458K
|
|
|
May 01, 2023
Q1 2023
|
Amtrust Financial Services, Inc.
New York, NY |
SELL
|
- |
-45.1K- 67.01% |
$7.68M - $8.94M
|
22.2K
$5.35M
|
|
|
Apr 27, 2023
Q1 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
30.4KNew |
$5.18M - $6.03M
|
30.4K
$7.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
41.5K+ 259225.0% |
$7.06M - $8.23M
|
41.5K
$10M
|
|
|
Apr 27, 2023
Q1 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-25- 1.27% |
$4.26K - $4.96K
|
1.94K
$468K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-12.4K- 65.48% |
$2.11M - $2.45M
|
6.53K
$1.57M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-5.8K- 12.23% |
$987K - $1.15M
|
41.6K
$10M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
300New |
$51.1K - $59.5K
|
300
$72.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.18KNew |
$541K - $630K
|
3.18K
$765K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
411New |
$70K - $81.5K
|
411
$99K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-331- 17.92% |
$56.4K - $65.6K
|
1.52K
$365K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
99+ 9900.0% |
$16.9K - $19.6K
|
100
$24.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-2- 0.14% |
$341 - $397
|
1.41K
$339K
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
SELL
|
- |
-9- 0.52% |
$1.53K - $1.78K
|
1.72K
$413K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-726- 98.24% |
$124K - $144K
|
13
$3.13K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
1.5KNew |
$255K - $297K
|
1.5K
$361K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
3.37K+ 5.5% |
$573K - $667K
|
64.6K
$15.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-493- 14.55% |
$83.9K - $97.8K
|
2.9K
$698K
|