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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
84New |
$14K - $15.8K
|
84
$18.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
358K+ 5.72% |
$59.8M - $67.4M
|
6.63M
$1.44B
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10New |
$1.67K - $1.88K
|
10
$2.18K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
5+ 0.34% |
$834 - $940
|
1.47K
$321K
|
|
|
Feb 13, 2023
Q4 2022
|
Infini Capital Management LTD
Central, K3 |
SELL
|
- |
-37.1K- 65.93% |
$6.18M - $6.97M
|
19.2K
$4.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
195KNew |
$32.5M - $36.7M
|
195K
$42.5M
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
14.4KNew |
$2.41M - $2.71M
|
14.4K
$3.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-247- 8.59% |
$41.2K - $46.4K
|
2.63K
$573K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
PUT |
-1K- 55.56% |
$167K - $188K
|
800
$174K
|
|
|
Feb 13, 2023
Q4 2022
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
BUY
|
- |
2.14KNew |
$357K - $402K
|
2.14K
$466K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-3.1K- 6.67% |
$517K - $583K
|
43.4K
$9.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
13.1K+ 304.47% |
$2.18M - $2.46M
|
17.4K
$3.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
BUY
|
- |
1.34KNew |
$223K - $251K
|
1.34K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Voss Capital, LLC
Houston, TX |
BUY
|
- |
48.6KNew |
$8.11M - $9.14M
|
48.6K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-105- 0.45% |
$17.5K - $19.7K
|
23.2K
$5.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
SELL
|
- |
-7.49K- 5.53% |
$1.25M - $1.41M
|
128K
$27.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Scoggin Management LP
New York, NY |
BUY
|
- |
37.5KNew |
$6.26M - $7.05M
|
37.5K
$8.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
7.54KNew |
$1.26M - $1.42M
|
7.54K
$1.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
390+ 291.04% |
$65.1K - $73.3K
|
524
$114K
|
|
|
Feb 10, 2023
Q4 2022
|
Cartenna Capital, LP
Stamford, CT |
BUY
|
- |
85KNew |
$14.2M - $16M
|
85K
$18.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.56KNew |
$427K - $482K
|
2.56K
$558K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.32K+ 5.74% |
$219K - $247K
|
24.2K
$5.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Senvest Management, LLC
New York, NY |
BUY
|
- |
118KNew |
$19.7M - $22.2M
|
118K
$25.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
1.34KNew |
$224K - $252K
|
1.34K
$292K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
11.9K+ 47.45% |
$1.98M - $2.23M
|
36.9K
$8.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-7- 0.39% |
$1.17K - $1.32K
|
1.77K
$385K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
5KNew |
$834K - $940K
|
5K
$1.09M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
338New |
$56.4K - $63.6K
|
338
$73.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.16KNew |
$193K - $218K
|
1.16K
$253K
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.72KNew |
$454K - $511K
|
2.72K
$593K
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
57New |
$9.51K - $10.7K
|
57
$12.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.73K- 46.17% |
$288K - $324K
|
2.01K
$438K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
41+ 0.29% |
$6.84K - $7.71K
|
13.9K
$3.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.28KNew |
$213K - $240K
|
1.28K
$279K
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-298- 19.44% |
$49.7K - $56K
|
1.24K
$269K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4+ 0.11% |
$667 - $752
|
3.68K
$802K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-6.92K- 54.82% |
$1.15M - $1.3M
|
5.7K
$1.24M
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.23KNew |
$204K - $230K
|
1.23K
$267K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
144KNew |
$24.1M - $27.1M
|
144K
$31.4M
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-53- 89.83% |
$8.84K - $9.97K
|
6
$1.31K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
CALL |
-200- 3.17% |
$33.4K - $37.6K
|
6.1K
$1.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1.73K- 6.64% |
$288K - $325K
|
24.3K
$5.29M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-556- 24.61% |
$92.7K - $105K
|
1.7K
$371K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.43KNew |
$239K - $269K
|
1.43K
$312K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
8+ 0.51% |
$1.33K - $1.5K
|
1.58K
$345K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.27KNew |
$378K - $426K
|
2.27K
$494K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
283+ 9.7% |
$47.2K - $53.2K
|
3.2K
$698K
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
134+ 4.85% |
$22.4K - $25.2K
|
2.9K
$632K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
488+ 1.38% |
$81.4K - $91.8K
|
36K
$7.84M
|
|
|
Jan 26, 2023
Q4 2022
|
Oikos Holdings LLC
|
BUY
|
- |
134KNew |
$22.4M - $25.3M
|
134K
$29.3M
|