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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
857New |
$146K - $161K
|
857
$187K
|
|
|
Aug 07, 2023
Q2 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-158K- 56.11% |
$27M - $29.8M
|
124K
$27M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
583New |
$99.3K - $110K
|
583
$127K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
2+ 0.01% |
$341 - $376
|
14.9K
$3.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
PUT |
30KNew |
$5.11M - $5.64M
|
30K
$6.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Bronte Capital Management Pty Ltd.
|
BUY
|
- |
278KNew |
$47.4M - $52.3M
|
278K
$60.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Lapides Asset Management, LLC
|
BUY
|
- |
37.7KNew |
$6.42M - $7.08M
|
37.7K
$8.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
15KNew |
$2.56M - $2.82M
|
15K
$3.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
7.53KNew |
$1.28M - $1.41M
|
7.53K
$1.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
CALL |
10KNew |
$1.7M - $1.88M
|
10K
$2.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
PUT |
57.6KNew |
$9.82M - $10.8M
|
57.6K
$12.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-797- 59.17% |
$136K - $150K
|
550
$120K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
84.4KNew |
$14.4M - $15.9M
|
84.4K
$18.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.71% |
$2.39K - $2.63K
|
1.96K
$426K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
573+ 12.71% |
$97.6K - $108K
|
5.08K
$1.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-25- 1.39% |
$4.26K - $4.7K
|
1.77K
$387K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6.13K+ 248.72% |
$1.04M - $1.15M
|
8.6K
$1.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
20.6KNew |
$3.5M - $3.86M
|
20.6K
$4.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-6.68K- 0.93% |
$1.14M - $1.25M
|
714K
$156M
|
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
SELL
|
PUT |
-9.2K- 41.82% |
$1.57M - $1.73M
|
12.8K
$2.79M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
10New |
$1.7K - $1.88K
|
10
$2.18K
|
|
|
Jul 26, 2023
Q2 2023
|
Akuna Securities LLC
Chicago, IL |
BUY
|
- |
57.7K+ 55.49% |
$9.84M - $10.9M
|
162K
$35.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-42- 7.75% |
$7.16K - $7.89K
|
500
$109K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-30- 0.37% |
$5.11K - $5.64K
|
8.08K
$1.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
29+ 1.35% |
$4.94K - $5.45K
|
2.17K
$473K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
2.65K+ 9.89% |
$452K - $499K
|
29.5K
$6.43M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-583- 28.69% |
$99.3K - $110K
|
1.45K
$316K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-285- 3.06% |
$48.6K - $53.6K
|
9.03K
$1.97M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-73- 8.36% |
$12.4K - $13.7K
|
800
$174K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
441+ 3.8% |
$75.1K - $82.9K
|
12.1K
$2.63M
|
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
2.5KNew |
$426K - $470K
|
2.5K
$545K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-490- 27.56% |
$83.5K - $92.1K
|
1.29K
$281K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-431- 3.87% |
$73.4K - $81K
|
10.7K
$2.33M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1+ 0.53% |
$170 - $188
|
191
$41.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-25- 0.34% |
$4.26K - $4.7K
|
7.33K
$1.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
8.22K+ 17.98% |
$1.4M - $1.55M
|
54K
$11.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
3.84KNew |
$655K - $722K
|
3.84K
$838K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
250New |
$42.6K - $47K
|
250
$54.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.09KNew |
$186K - $205K
|
1.09K
$238K
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
PUT |
300New |
$51.1K - $56.4K
|
300
$65.4K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
3+ 0.17% |
$511 - $564
|
1.77K
$385K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
2.21KNew |
$377K - $416K
|
2.21K
$482K
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
1.95KNew |
$332K - $366K
|
1.95K
$425K
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
1.1KNew |
$187K - $207K
|
1.1K
$240K
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
CALL |
20KNew |
$3.41M - $3.76M
|
20K
$4.36M
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
BUY
|
- |
1.09KNew |
$185K - $204K
|
1.09K
$237K
|
|
| Q1 2023 | |||||||
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-2.55KClosed |
$434K - $505K
|
0
$0
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
11+ 0.35% |
$1.87K - $2.18K
|
3.13K
$682K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-4.06K- 59.36% |
$691K - $805K
|
2.78K
$606K
|
|
|
May 15, 2023
Q1 2023
|
Dynamo Internacional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
5KNew |
$851K - $992K
|
5K
$1.09M
|
|