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 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-978Closed |
$160K - $203K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-3.56KClosed |
$584K - $740K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-1.14KClosed |
$186K - $236K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Close Asset Management LTD
|
SELL
|
- |
-70Closed |
$11.5K - $14.6K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-19- 0.62% |
$3.11K - $3.95K
|
3.04K
$664K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-842- 25.29% |
$138K - $175K
|
2.49K
$542K
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.04KClosed |
$170K - $216K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-1.88KClosed |
$308K - $391K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 7.98% |
$308K - $390K
|
25.4K
$5.54M
|
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.01KClosed |
$166K - $210K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-7.51KClosed |
$1.23M - $1.56M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-196- 0.84% |
$32.1K - $40.8K
|
23.1K
$5.04M
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
5+ 0.03% |
$820 - $1.04K
|
16.4K
$3.57M
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.47KClosed |
$405K - $514K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Spartan Fund Management Inc.
|
BUY
|
- |
1KNew |
$164K - $208K
|
1K
$218K
|
|
|
Jul 25, 2022
Q2 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
52+ 3.15% |
$8.52K - $10.8K
|
1.71K
$372K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-40Closed |
$6.56K - $8.32K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
80+ 114.29% |
$13.1K - $16.6K
|
150
$32.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
778+ 28.22% |
$128K - $162K
|
3.54K
$771K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
36+ 1.29% |
$5.9K - $7.48K
|
2.83K
$617K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-7.72KClosed |
$1.27M - $1.61M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-77- 27.3% |
$12.6K - $16K
|
205
$44.7K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-77- 27.3% |
$12.6K - $16K
|
205
$44.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-998Closed |
$164K - $207K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.6KClosed |
$262K - $333K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Rye Brook Capital LLC
|
SELL
|
- |
-5.7KClosed |
$934K - $1.19M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
240+ 7.16% |
$39.3K - $49.9K
|
3.59K
$783K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
66New |
$10.8K - $13.7K
|
66
$14.4K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-14Closed |
$2.29K - $2.91K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.22KClosed |
$199K - $253K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.63KClosed |
$268K - $340K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
139New |
$22.8K - $28.9K
|
139
$30.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-974Closed |
$160K - $203K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
1.73K+ 1.64% |
$284K - $360K
|
107K
$23.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
234+ 14.19% |
$38.4K - $48.7K
|
1.88K
$411K
|
|
|
Jul 14, 2022
Q2 2022
|
First Bancorp, Inc
|
SELL
|
- |
-1.39KClosed |
$228K - $289K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
SELL
|
- |
-531- 30.93% |
$87K - $110K
|
1.19K
$259K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-252- 4.31% |
$41.3K - $52.4K
|
5.6K
$1.22M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
761+ 45.57% |
$125K - $158K
|
2.43K
$530K
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
44+ 0.31% |
$7.21K - $9.15K
|
14.2K
$3.09M
|
|
|
Jul 08, 2022
Q2 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-60- 3.61% |
$9.83K - $12.5K
|
1.6K
$349K
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-2.33K- 93.42% |
$382K - $484K
|
164
$35.8K
|
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-167Closed |
$27.4K - $34.7K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-2.29KClosed |
$375K - $476K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jun 20, 2024
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12.5K+ 31.28% |
$2.39M - $2.81M
|
52.4K
$11.4M
|
|
|
Nov 16, 2023
Q1 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-64.8KClosed |
$12.4M - $14.6M
|
0
$0
|
|
|
Jun 22, 2023
Q1 2022
|
Msd Partners, L.P.
New York, NY |
BUY
|
CALL |
260K+ 650.0% |
$49.8M - $58.6M
|
300K
$65.4M
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.44KClosed |
$275K - $323K
|
0
$0
|
|
|
Feb 14, 2023
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
8.15KNew |
$1.56M - $1.84M
|
8.15K
$1.78M
|
|
|
Dec 20, 2022
Q1 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-10.1K- 18.41% |
$1.92M - $2.26M
|
44.5K
$9.71M
|
|