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 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-418K- 96.65% |
$79.3M - $88M
|
14.5K
$3.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
PUT |
-3.4K- 45.33% |
$644K - $715K
|
4.1K
$894K
|
|
|
Apr 19, 2024
Q1 2024
|
Azarias Capital Management, L.P.
Berwyn, PA |
BUY
|
- |
8.01K+ 43.37% |
$1.52M - $1.68M
|
26.5K
$5.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-27- 1.97% |
$5.12K - $5.68K
|
1.35K
$293K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
25+ 6.67% |
$4.74K - $5.26K
|
400
$87.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.94KNew |
$367K - $408K
|
1.94K
$423K
|
|
|
Apr 19, 2024
Q1 2024
|
Greenfield Ftc, Inc.
|
BUY
|
- |
446+ 0.78% |
$84.5K - $93.8K
|
57.3K
$12.5M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
1.57KNew |
$298K - $331K
|
1.57K
$343K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
953New |
$181K - $200K
|
953
$208K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
PUT |
-100- 25.0% |
$18.9K - $21K
|
300
$65.4K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
12.9KNew |
$2.45M - $2.72M
|
12.9K
$2.82M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200+ 1250.0% |
$37.9K - $42.1K
|
216
$47.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-50- 4.17% |
$9.47K - $10.5K
|
1.15K
$251K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-103- 2.97% |
$19.5K - $21.7K
|
3.37K
$735K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-72- 29.51% |
$13.6K - $15.1K
|
172
$37.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
964New |
$183K - $203K
|
964
$210K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-250- 10.41% |
$47.4K - $52.6K
|
2.15K
$469K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.15KNew |
$217K - $241K
|
1.15K
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
962New |
$182K - $202K
|
962
$210K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-32- 3.02% |
$6.06K - $6.73K
|
1.03K
$224K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
269New |
$51K - $56.6K
|
269
$58.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
P&S Credit Management, L.P.
New York, NY |
SELL
|
PUT |
-60.5K- 57.08% |
$11.5M - $12.7M
|
45.5K
$9.92M
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
28.8KNew |
$5.46M - $6.06M
|
28.8K
$6.29M
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-22- 0.27% |
$4.17K - $4.63K
|
8.05K
$1.75M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.9K+ 16.75% |
$549K - $609K
|
20.2K
$4.4M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
4.18KNew |
$791K - $878K
|
4.18K
$910K
|
|
| Q4 2023 | |||||||
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.53KNew |
$248K - $313K
|
1.53K
$333K
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-14- 0.43% |
$2.27K - $2.87K
|
3.28K
$714K
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
9.97KNew |
$1.62M - $2.04M
|
9.97K
$2.17M
|
|
|
May 16, 2024
Q4 2023
|
Connective Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-14.3K- 41.16% |
$2.33M - $2.94M
|
20.5K
$4.47M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
256New |
$41.5K - $52.4K
|
256
$55.8K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
337New |
$54.7K - $69K
|
337
$73.5K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
55New |
$8.92K - $11.3K
|
55
$12K
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-1.63KClosed |
$264K - $333K
|
0
$0
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.48KNew |
$241K - $304K
|
1.48K
$324K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
146New |
$23.7K - $29.9K
|
146
$31.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
190KNew |
$30.9M - $39M
|
190K
$41.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
18New |
$2.92K - $3.69K
|
18
$3.92K
|
|
|
Feb 15, 2024
Q4 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
19.1K+ 429.28% |
$3.09M - $3.9M
|
23.5K
$5.12M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
311New |
$50.4K - $63.7K
|
311
$67.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
10K+ 200.0% |
$1.62M - $2.05M
|
15K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Ghost Tree Capital, LLC
New York, NY |
BUY
|
CALL |
250KNew |
$40.6M - $51.2M
|
250K
$54.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
231New |
$37.5K - $47.3K
|
231
$50.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
PUT |
1.5KNew |
$243K - $307K
|
1.5K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
28.3KNew |
$4.6M - $5.8M
|
28.3K
$6.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Eminence Capital, LP
New York, NY |
BUY
|
PUT |
1.72MNew |
$279M - $352M
|
1.72M
$374M
|
|
|
Feb 14, 2024
Q4 2023
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
750KNew |
$122M - $154M
|
750K
$164M
|
|
|
Feb 14, 2024
Q4 2023
|
Frontier Capital Management CO LLC
|
BUY
|
- |
1.25KNew |
$203K - $257K
|
1.25K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
25.6KNew |
$4.16M - $5.25M
|
25.6K
$5.59M
|
|