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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.33KNew |
$396K - $461K
|
2.33K
$561K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
197+ 4.18% |
$33.5K - $39.1K
|
4.91K
$1.18M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-198- 10.32% |
$33.7K - $39.3K
|
1.72K
$415K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.52K+ 5.18% |
$259K - $302K
|
30.9K
$7.45M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
870+ 0.58% |
$148K - $173K
|
150K
$36.1M
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
7.21KNew |
$1.23M - $1.43M
|
7.21K
$1.74M
|
|
| Q4 2022 | |||||||
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
25+ 0.28% |
$4.17K - $4.7K
|
8.93K
$2.15M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
208New |
$34.7K - $39.1K
|
208
$50.1K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
PUT |
8KNew |
$1.33M - $1.5M
|
8K
$1.93M
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.74KNew |
$290K - $327K
|
1.74K
$419K
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
15+ 0.96% |
$2.5K - $2.82K
|
1.57K
$378K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
144KNew |
$24.1M - $27.1M
|
144K
$34.7M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.48KNew |
$247K - $278K
|
1.48K
$356K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
23New |
$3.84K - $4.33K
|
23
$5.54K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
6New |
$1K - $1.13K
|
6
$1.45K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-40- 1.3% |
$6.67K - $7.52K
|
3.03K
$729K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
167New |
$27.9K - $31.4K
|
167
$40.2K
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
163+ 1.72% |
$27.2K - $30.7K
|
9.64K
$2.32M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
52New |
$8.67K - $9.78K
|
52
$12.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
92New |
$15.3K - $17.3K
|
92
$22.2K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 16, 2023
Q4 2022
|
Castellan Group
Louisville, KY |
SELL
|
- |
-700- 17.5% |
$117K - $132K
|
3.3K
$795K
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.52KNew |
$253K - $285K
|
1.52K
$365K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
76New |
$12.7K - $14.3K
|
76
$18.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
BUY
|
- |
1.89KNew |
$315K - $356K
|
1.89K
$456K
|
|
|
Feb 14, 2023
Q4 2022
|
Potomac Capital Management, Inc.
|
BUY
|
CALL |
5K+ 50.0% |
$834K - $940K
|
15K
$3.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-210- 9.88% |
$35K - $39.5K
|
1.92K
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
Brightlight Capital Management LP
|
BUY
|
PUT |
570KNew |
$95.1M - $107M
|
570K
$137M
|
|
|
Feb 14, 2023
Q4 2022
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
53.6KNew |
$8.94M - $10.1M
|
53.6K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
171K+ 59.46% |
$28.6M - $32.2M
|
460K
$111M
|
|
|
Feb 14, 2023
Q4 2022
|
Starboard Value LP
New York, NY |
BUY
|
- |
200K+ 62.62% |
$33.4M - $37.6M
|
519K
$125M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-375- 4.15% |
$62.6K - $70.5K
|
8.66K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
185+ 45.57% |
$30.9K - $34.8K
|
591
$142K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
100+ 0.38% |
$16.7K - $18.8K
|
26.6K
$6.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.5KNew |
$1.92M - $2.16M
|
11.5K
$2.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
29.8KNew |
$4.96M - $5.59M
|
29.8K
$7.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
38New |
$6.34K - $7.15K
|
38
$9.15K
|
|
|
Feb 14, 2023
Q4 2022
|
Conversant Capital LLC
Summit, NJ |
BUY
|
- |
150KNew |
$25M - $28.2M
|
150K
$36.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Kent Lake Capital LLC
Mill Valley, CA |
BUY
|
- |
50KNew |
$8.34M - $9.4M
|
50K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-850- 4.31% |
$142K - $160K
|
18.9K
$4.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
SELL
|
PUT |
-370K- 84.09% |
$61.7M - $69.6M
|
70K
$16.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-5K- 50.0% |
$834K - $940K
|
5K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
PUT |
50KNew |
$8.34M - $9.4M
|
50K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
PUT |
200New |
$33.4K - $37.6K
|
200
$48.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
PUT |
30KNew |
$5M - $5.64M
|
30K
$7.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
2.08KNew |
$347K - $391K
|
2.08K
$501K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-20.3K- 99.29% |
$3.39M - $3.82M
|
145
$34.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.29KNew |
$215K - $243K
|
1.29K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
84New |
$14K - $15.8K
|
84
$20.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
358K+ 5.72% |
$59.8M - $67.4M
|
6.63M
$1.6B
|
|