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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
11.1KNew |
$1.8M - $2.27M
|
11.1K
$2.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-600- 73.44% |
$97.3K - $123K
|
217
$49.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
545New |
$88.4K - $112K
|
545
$123K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
16.2KNew |
$2.63M - $3.32M
|
16.2K
$3.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.45KNew |
$235K - $297K
|
1.45K
$328K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.31KNew |
$213K - $269K
|
1.31K
$297K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.03KNew |
$167K - $210K
|
1.03K
$232K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
27+ 1.74% |
$4.38K - $5.53K
|
1.58K
$358K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
11New |
$1.78K - $2.25K
|
11
$2.49K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
62New |
$10.1K - $12.7K
|
62
$14K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
PUT |
10KNew |
$1.62M - $2.05M
|
10K
$2.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.1K- 51.43% |
$178K - $225K
|
1.04K
$235K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
270New |
$43.8K - $55.3K
|
270
$61.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-105- 2.58% |
$17K - $21.5K
|
3.97K
$898K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-25- 15.24% |
$4.06K - $5.12K
|
139
$31.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-35- 2.78% |
$5.68K - $7.17K
|
1.22K
$277K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-40- 33.9% |
$6.49K - $8.19K
|
78
$17.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 1.5% |
$324 - $410
|
135
$30.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
2.28KNew |
$370K - $467K
|
2.28K
$516K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.73K+ 92.11% |
$604K - $763K
|
7.77K
$1.76M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.96K+ 7.36% |
$317K - $401K
|
28.5K
$6.46M
|
|
|
Jan 08, 2024
Q4 2023
|
Campbell Capital Management Inc
|
SELL
|
- |
-5.9K- 29.65% |
$957K - $1.21M
|
14K
$3.17M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
274New |
$44.4K - $56.1K
|
274
$62K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
928+ 1.75% |
$151K - $190K
|
54K
$12.2M
|
|
| Q3 2023 | |||||||
|
Jan 30, 2025
Q3 2023
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-63KClosed |
$11M - $12.5M
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
322New |
$56.1K - $64K
|
322
$72.8K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
80New |
$13.9K - $15.9K
|
80
$18.1K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-65- 1.57% |
$11.3K - $12.9K
|
4.07K
$920K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
100New |
$17.4K - $19.9K
|
100
$22.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
844+ 11.32% |
$147K - $168K
|
8.3K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-385- 1.32% |
$67.1K - $76.5K
|
28.8K
$6.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
801+ 5.15% |
$140K - $159K
|
16.4K
$3.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
29.3KNew |
$5.11M - $5.83M
|
29.3K
$6.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Capital LTD
|
SELL
|
- |
-50.6K- 68.67% |
$8.83M - $10.1M
|
23.1K
$5.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Rp Investment Advisors LP
Toronto, A6 |
BUY
|
CALL |
234KNew |
$40.7M - $46.4M
|
234K
$52.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
72.2KNew |
$12.6M - $14.3M
|
72.2K
$16.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Parsifal Capital Management, LP
Greenwich, CT |
BUY
|
PUT |
3MNew |
$523M - $596M
|
3M
$679M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
PUT |
1.56MNew |
$272M - $310M
|
1.56M
$352M
|
|
|
Nov 14, 2023
Q3 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
PUT |
-100K- 25.0% |
$17.4M - $19.9M
|
300K
$67.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-161- 3.77% |
$28.1K - $32K
|
4.11K
$930K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-282K- 99.93% |
$49.2M - $56.1M
|
200
$45.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Caden Capital Partners, LP
Santa Monica, CA |
BUY
|
PUT |
20K+ 20.0% |
$3.49M - $3.97M
|
120K
$27.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-104- 7.15% |
$18.1K - $20.7K
|
1.35K
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
153New |
$26.7K - $30.4K
|
153
$34.6K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-283- 4.56% |
$49.3K - $56.2K
|
5.92K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
497+ 0.69% |
$86.7K - $98.8K
|
72.1K
$16.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-10- 10.0% |
$1.74K - $1.99K
|
90
$20.4K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
45+ 6.65% |
$7.85K - $8.94K
|
722
$163K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-7- 35.0% |
$1.22K - $1.39K
|
13
$2.94K
|
|
|
Nov 13, 2023
Q3 2023
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
112+ 42.75% |
$19.5K - $22.3K
|
374
$84.6K
|
|