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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-13- 1.09% |
$2.13K - $2.61K
|
1.18K
$284K
|
|
|
Nov 07, 2022
Q3 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
1.27K+ 1.21% |
$208K - $254K
|
106K
$25.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.09KNew |
$180K - $220K
|
1.09K
$264K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
CALL |
9.9K+ 9900.0% |
$1.63M - $1.99M
|
10K
$2.41M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
100New |
$16.4K - $20.1K
|
100
$24.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-327- 2.01% |
$53.7K - $65.7K
|
16K
$3.85M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-75- 1.21% |
$12.3K - $15.1K
|
6.1K
$1.47M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
PUT |
23.5KNew |
$3.86M - $4.73M
|
23.5K
$5.66M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-4- 1.84% |
$657 - $804
|
213
$51.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
210New |
$34.5K - $42.2K
|
210
$50.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-659- 3.55% |
$108K - $133K
|
17.9K
$4.32M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
161+ 2.03% |
$26.4K - $32.4K
|
8.1K
$1.95M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-43- 68.25% |
$7.06K - $8.65K
|
20
$4.82K
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
PUT |
-1.1K- 57.89% |
$181K - $221K
|
800
$193K
|
|
|
Nov 01, 2022
Q3 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-250- 12.99% |
$41K - $50.3K
|
1.68K
$404K
|
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
13.2KNew |
$2.17M - $2.65M
|
13.2K
$3.18M
|
|
|
Oct 27, 2022
Q3 2022
|
Cottage Street Advisors LLC
|
SELL
|
- |
-200- 10.99% |
$32.8K - $40.2K
|
1.62K
$390K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.23KNew |
$365K - $448K
|
2.23K
$536K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
1.65KNew |
$271K - $332K
|
1.65K
$398K
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
476New |
$78.1K - $95.7K
|
476
$115K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-13.3K- 6.19% |
$2.18M - $2.67M
|
201K
$48.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-84- 2.45% |
$13.8K - $16.9K
|
3.34K
$804K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
116+ 196.61% |
$19K - $23.3K
|
175
$42.2K
|
|
|
Oct 25, 2022
Q3 2022
|
Consolidated Investment Group LLC
|
BUY
|
- |
5.4K+ 5.48% |
$887K - $1.09M
|
104K
$25M
|
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-120- 0.79% |
$19.7K - $24.1K
|
15.1K
$3.64M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-42- 7.02% |
$6.9K - $8.44K
|
556
$134K
|
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.31KNew |
$543K - $666K
|
3.31K
$797K
|
|
|
Oct 20, 2022
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-199- 8.81% |
$32.7K - $40K
|
2.06K
$496K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
CALL |
500New |
$82.1K - $101K
|
500
$120K
|
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
PUT |
300New |
$49.3K - $60.3K
|
300
$72.3K
|
|
|
Oct 19, 2022
Q3 2022
|
Gam Holding Ag
|
SELL
|
- |
-342- 17.17% |
$56.1K - $68.8K
|
1.65K
$398K
|
|
|
Oct 17, 2022
Q3 2022
|
Community Trust & Investment CO
|
BUY
|
- |
1.26KNew |
$206K - $252K
|
1.26K
$302K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-100- 2.69% |
$16.4K - $20.1K
|
3.61K
$870K
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.34KNew |
$384K - $470K
|
2.34K
$563K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-1.09K- 2.08% |
$179K - $220K
|
51.5K
$12.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.05KNew |
$173K - $212K
|
1.05K
$254K
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-568- 20.84% |
$93.2K - $114K
|
2.16K
$520K
|
|
|
Oct 07, 2022
Q3 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-2.8K- 23.43% |
$460K - $563K
|
9.15K
$2.2M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-190- 13.3% |
$31.2K - $38.2K
|
1.24K
$298K
|
|
|
Oct 03, 2022
Q3 2022
|
Lynch & Associates
|
SELL
|
- |
-100- 3.7% |
$16.4K - $20.1K
|
2.6K
$626K
|
|
|
Oct 03, 2022
Q3 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
7.18KNew |
$1.18M - $1.44M
|
7.18K
$1.73M
|
|
| Q2 2022 | |||||||
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.22KClosed |
$200K - $253K
|
0
$0
|
|
|
Nov 08, 2023
Q2 2022
|
Eversept Partners, LP
New York, NY |
BUY
|
PUT |
50KNew |
$8.2M - $10.4M
|
50K
$12M
|
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.07KClosed |
$175K - $221K
|
0
$0
|
|
|
Aug 25, 2023
Q2 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.02KClosed |
$167K - $212K
|
0
$0
|
|
|
Feb 09, 2023
Q2 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
CALL |
240KNew |
$39.3M - $49.9M
|
240K
$57.8M
|
|
|
Nov 16, 2022
Q2 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
PUT |
51.6KNew |
$8.46M - $10.7M
|
51.6K
$12.4M
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.9K+ 8.7% |
$311K - $395K
|
23.7K
$5.72M
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-19- 18.63% |
$3.11K - $3.95K
|
83
$20K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-100Closed |
$16.4K - $20.8K
|
0
$0
|
|