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 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
100New |
$18.9K - $21K
|
100
$21.8K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
19New |
$3.6K - $4K
|
19
$4.14K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
38+ 0.06% |
$7.2K - $7.99K
|
67.2K
$14.7M
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
35.8KNew |
$6.78M - $7.52M
|
35.8K
$7.8M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7New |
$1.33K - $1.47K
|
7
$1.53K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-180- 28.89% |
$34.1K - $37.9K
|
443
$96.6K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-2.5K- 88.57% |
$474K - $527K
|
323
$70.4K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-75- 6.98% |
$14.2K - $15.8K
|
999
$218K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
83+ 518.75% |
$15.7K - $17.5K
|
99
$21.6K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.69K+ 98.37% |
$321K - $356K
|
3.41K
$744K
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1KNew |
$189K - $210K
|
1K
$218K
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-176- 1.16% |
$33.3K - $37K
|
15K
$3.27M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-57.7K- 97.81% |
$10.9M - $12.1M
|
1.29K
$281K
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-58- 0.9% |
$11K - $12.2K
|
6.42K
$1.4M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
17.7KNew |
$3.35M - $3.72M
|
17.7K
$3.85M
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.25% |
$758 - $841
|
1.6K
$349K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
PUT |
10KNew |
$1.89M - $2.1M
|
10K
$2.18M
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
34.2K+ 106.23% |
$6.48M - $7.2M
|
66.4K
$14.5M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-179K- 75.51% |
$33.9M - $37.6M
|
58K
$12.6M
|
|
|
May 01, 2024
Q1 2024
|
Iridian Asset Management LLC
|
SELL
|
- |
-300K- 60.0% |
$56.8M - $63.1M
|
200K
$43.6M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.73K+ 7.43% |
$327K - $363K
|
25K
$5.44M
|
|
|
May 01, 2024
Q1 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
PUT |
64.2KNew |
$12.2M - $13.5M
|
64.2K
$14M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.79K+ 7.19% |
$908K - $1.01M
|
71.5K
$15.6M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
974New |
$185K - $205K
|
974
$212K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
168New |
$31.8K - $35.3K
|
168
$36.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
CALL |
-1.7K- 26.15% |
$322K - $358K
|
4.8K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-104- 2.68% |
$19.7K - $21.9K
|
3.78K
$823K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-789- 1.25% |
$149K - $166K
|
62.5K
$13.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-211- 4.65% |
$40K - $44.4K
|
4.33K
$944K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
900New |
$171K - $189K
|
900
$196K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.78KNew |
$1.66M - $1.85M
|
8.78K
$1.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-100- 69.44% |
$18.9K - $21K
|
44
$9.59K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-40- 36.04% |
$7.58K - $8.41K
|
71
$15.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3+ 0.23% |
$568 - $631
|
1.28K
$279K
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-46- 20.63% |
$8.72K - $9.67K
|
177
$38.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
91+ 3.29% |
$17.2K - $19.1K
|
2.86K
$624K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
204+ 2.42% |
$38.7K - $42.9K
|
8.63K
$1.88M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-67- 6.34% |
$12.7K - $14.1K
|
989
$216K
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-188- 61.64% |
$35.6K - $39.5K
|
117
$25.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-230K- 99.33% |
$43.6M - $48.4M
|
1.56K
$339K
|
|
|
Apr 24, 2024
Q1 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-44.6KClosed |
$8.45M - $9.38M
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
37+ 1.33% |
$7.01K - $7.78K
|
2.82K
$614K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-193- 14.04% |
$36.6K - $40.6K
|
1.18K
$258K
|
|
|
Apr 22, 2024
Q1 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
PUT |
500KNew |
$94.7M - $105M
|
500K
$109M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
292New |
$55.3K - $61.4K
|
292
$63.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
50New |
$9.47K - $10.5K
|
50
$10.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
BUY
|
- |
55+ 5.21% |
$10.4K - $11.6K
|
1.11K
$242K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.92KNew |
$364K - $404K
|
1.92K
$419K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-52- 5.03% |
$9.85K - $10.9K
|
982
$214K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-82.1K- 85.07% |
$15.6M - $17.3M
|
14.4K
$3.14M
|