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 |
---|---|---|---|---|---|---|---|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
476New |
$78.1K - $95.7K
|
476
$104K
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-13.3K- 6.19% |
$2.18M - $2.67M
|
201K
$43.9M
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-84- 2.45% |
$13.8K - $16.9K
|
3.34K
$728K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
116+ 196.61% |
$19K - $23.3K
|
175
$38.2K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-42- 7.02% |
$6.9K - $8.44K
|
556
$121K
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.31KNew |
$543K - $666K
|
3.31K
$722K
|
|
Oct 20, 2022
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-199- 8.81% |
$32.7K - $40K
|
2.06K
$449K
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
CALL |
500New |
$82.1K - $101K
|
500
$109K
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
PUT |
300New |
$49.3K - $60.3K
|
300
$65.4K
|
|
Oct 19, 2022
Q3 2022
|
Gam Holding Ag
|
SELL
|
- |
-342- 17.17% |
$56.1K - $68.8K
|
1.65K
$360K
|
|
Oct 17, 2022
Q3 2022
|
Community Trust & Investment CO
|
BUY
|
- |
1.26KNew |
$206K - $252K
|
1.26K
$274K
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-100- 2.69% |
$16.4K - $20.1K
|
3.61K
$787K
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.34KNew |
$384K - $470K
|
2.34K
$509K
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-1.09K- 2.08% |
$179K - $220K
|
51.5K
$11.2M
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.05KNew |
$173K - $212K
|
1.05K
$230K
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-568- 20.84% |
$93.2K - $114K
|
2.16K
$470K
|
|
Oct 07, 2022
Q3 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-2.8K- 23.43% |
$460K - $563K
|
9.15K
$2M
|
|
Oct 03, 2022
Q3 2022
|
Lynch & Associates
|
SELL
|
- |
-100- 3.7% |
$16.4K - $20.1K
|
2.6K
$567K
|
|
Oct 03, 2022
Q3 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
7.18KNew |
$1.18M - $1.44M
|
7.18K
$1.56M
|
|
Q2 2022 | |||||||
May 19, 2025
Q2 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.28K+ 43.99% |
$210K - $267K
|
4.2K
$916K
|
|
Feb 13, 2025
Q2 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.12KClosed |
$184K - $233K
|
0
$0
|
|
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
$10.9M
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.07KClosed |
$175K - $221K
|
0
$0
|
|
Feb 09, 2023
Q2 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
CALL |
240KNew |
$39.3M - $49.9M
|
240K
$52.3M
|
|
Nov 16, 2022
Q2 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
PUT |
51.6KNew |
$8.46M - $10.7M
|
51.6K
$11.2M
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.9K+ 8.7% |
$311K - $395K
|
23.7K
$5.17M
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-19- 18.63% |
$3.11K - $3.95K
|
83
$18.1K
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-100Closed |
$16.4K - $20.8K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.32KClosed |
$544K - $690K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Luminus Management LLC
Houston, TX |
BUY
|
- |
17.6KNew |
$2.88M - $3.66M
|
17.6K
$3.84M
|
|
Aug 15, 2022
Q2 2022
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
33.5KNew |
$5.49M - $6.96M
|
33.5K
$7.3M
|
|
Aug 15, 2022
Q2 2022
|
Legion Partners Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5KNew |
$820K - $1.04M
|
5K
$1.09M
|
|
Aug 15, 2022
Q2 2022
|
Plaisance Capital LLC
Denver, CO |
BUY
|
PUT |
25K+ 38.46% |
$4.1M - $5.2M
|
90K
$19.6M
|
|
Aug 15, 2022
Q2 2022
|
Apogem Capital LLC
New York, NY |
BUY
|
PUT |
6.6KNew |
$1.08M - $1.37M
|
6.6K
$1.44M
|
|
Aug 15, 2022
Q2 2022
|
Venator Capital Management Ltd.
Toronto, A6 |
SELL
|
PUT |
-200KClosed |
$32.8M - $41.6M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-5.43KClosed |
$891K - $1.13M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Nut Tree Capital Management, LP
New York, NY |
BUY
|
PUT |
975K+ 50.0% |
$160M - $203M
|
2.93M
$638M
|
|
Aug 15, 2022
Q2 2022
|
140 Summer Partners LP
New York, NY |
BUY
|
PUT |
316K+ 59.62% |
$51.8M - $65.7M
|
846K
$184M
|
|
Aug 15, 2022
Q2 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.11KClosed |
$181K - $230K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 2.17% |
$164 - $208
|
47
$10.2K
|
|
Aug 15, 2022
Q2 2022
|
Hershey Trust CO
Hershey, PA |
SELL
|
- |
-57.3K- 47.05% |
$9.38M - $11.9M
|
64.4K
$14M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
815+ 100.25% |
$134K - $169K
|
1.63K
$355K
|
|
Aug 15, 2022
Q2 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
1.95KNew |
$320K - $405K
|
1.95K
$425K
|
|
Aug 15, 2022
Q2 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-1.04KClosed |
$171K - $217K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.26KClosed |
$206K - $262K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-12.3KClosed |
$2.02M - $2.56M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.55K- 9.28% |
$255K - $323K
|
15.2K
$3.31M
|
|
Aug 15, 2022
Q2 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-590- 8.79% |
$96.7K - $123K
|
6.12K
$1.33M
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.43KClosed |
$235K - $298K
|
0
$0
|