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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-116- 0.9% |
$23.3K - $26.1K
|
12.7K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
300+ 3.33% |
$60.3K - $67.4K
|
9.31K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
7.62KNew |
$1.53M - $1.71M
|
7.62K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
107New |
$21.5K - $24K
|
107
$25.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
6.93K+ 99.78% |
$1.39M - $1.56M
|
13.9K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.27K- 0.2% |
$255K - $285K
|
621K
$150M
|
|
|
Nov 13, 2024
Q3 2024
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
453New |
$91K - $102K
|
453
$110K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
537+ 2.74% |
$108K - $121K
|
20.1K
$4.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
72.5KNew |
$14.6M - $16.3M
|
72.5K
$17.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-67- 0.45% |
$13.5K - $15K
|
14.9K
$3.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
13+ 0.27% |
$2.61K - $2.92K
|
4.76K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-506- 16.66% |
$102K - $114K
|
2.53K
$612K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
17.7K+ 1.28% |
$3.56M - $3.98M
|
1.4M
$339M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
447+ 24.16% |
$89.8K - $100K
|
2.3K
$556K
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-48- 1.58% |
$9.64K - $10.8K
|
2.99K
$723K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.72K- 43.84% |
$346K - $387K
|
2.21K
$534K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1+ 0.27% |
$201 - $225
|
376
$90.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-748- 8.93% |
$150K - $168K
|
7.63K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
350+ 1.46% |
$70.3K - $78.6K
|
24.4K
$5.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
13+ 0.66% |
$2.61K - $2.92K
|
1.97K
$477K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
17.7K+ 502.81% |
$3.56M - $3.98M
|
21.2K
$5.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.11K+ 2.93% |
$222K - $249K
|
38.9K
$9.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
581New |
$117K - $130K
|
581
$141K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
24+ 0.09% |
$4.82K - $5.39K
|
26.8K
$6.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
123K+ 7676.15% |
$24.7M - $27.6M
|
125K
$30.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
33.5KNew |
$6.73M - $7.52M
|
33.5K
$8.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
67KNew |
$13.5M - $15M
|
67K
$16.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Corre Partners Management, LLC
New York, NY |
BUY
|
PUT |
130KNew |
$26.1M - $29.2M
|
130K
$31.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
1.01KNew |
$203K - $227K
|
1.01K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1+ 0.06% |
$201 - $225
|
1.8K
$434K
|
|
|
Nov 13, 2024
Q3 2024
|
Finepoint Capital LP
Boston, MA |
BUY
|
PUT |
1.07MNew |
$214M - $239M
|
1.07M
$258M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-23- 0.21% |
$4.62K - $5.17K
|
10.8K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.43K+ 11.5% |
$488K - $546K
|
23.5K
$5.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
5.08K+ 1.69% |
$1.02M - $1.14M
|
307K
$74.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.66K- 24.55% |
$332K - $372K
|
5.09K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.37K- 3.05% |
$877K - $981K
|
139K
$33.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-19.4K- 79.87% |
$3.9M - $4.36M
|
4.9K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
317+ 24.12% |
$63.7K - $71.2K
|
1.63K
$394K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
155K+ 6.69% |
$31.1M - $34.7M
|
2.47M
$597M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
1.93M+ 88.71% |
$387M - $432M
|
4.1M
$990M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
649+ 5.74% |
$130K - $146K
|
12K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
200K+ 3015.62% |
$40.3M - $45M
|
207K
$50.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-25- 0.19% |
$5.02K - $5.62K
|
13.4K
$3.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
786+ 1.06% |
$158K - $177K
|
74.9K
$18.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.14K+ 95.06% |
$228K - $255K
|
2.33K
$563K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9.53K+ 151.77% |
$1.91M - $2.14M
|
15.8K
$3.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.42K- 3.2% |
$286K - $320K
|
43.1K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.6KNew |
$321K - $359K
|
1.6K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
11.8K+ 12.57% |
$2.38M - $2.66M
|
106K
$25.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.75K- 0.27% |
$352K - $393K
|
644K
$156M
|