Latest Institutional Purchases of Ishares Russell 2000 ETF (IWM)
This list provides information on the latest institutional transactions involving Ishares Russell 2000 ETF (IWM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.31KNew |
$277K - $317K
|
1.31K
$314K
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
786New |
$167K - $191K
|
786
$189K
|
|
Feb 11, 2022
Q4 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
291New |
$61.7K - $70.6K
|
291
$70.1K
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
65New |
$13.8K - $15.8K
|
65
$15.7K
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
50New |
$10.6K - $12.1K
|
50
$12K
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
45New |
$9.55K - $10.9K
|
45
$10.8K
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
5New |
$1.06K - $1.21K
|
5
$1.2K
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1New |
$212 - $243
|
1
$241
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
3.61MNew |
$765M - $836M
|
3.61M
$871M
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
PUT |
160KNew |
$33.9M - $37M
|
160K
$38.5M
|
|
Nov 15, 2021
Q3 2021
|
Lsp Investment Advisors, LLC
New York, NY |
BUY
|
- |
15.5KNew |
$3.28M - $3.59M
|
15.5K
$3.73M
|
|
Nov 15, 2021
Q3 2021
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
14.1KNew |
$2.98M - $3.26M
|
14.1K
$3.39M
|
|
Nov 15, 2021
Q3 2021
|
Birch Grove Capital LP
New York, NY |
BUY
|
- |
12KNew |
$2.54M - $2.78M
|
12K
$2.89M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
8.88KNew |
$1.88M - $2.06M
|
8.88K
$2.14M
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
2.9KNew |
$614K - $671K
|
2.9K
$699K
|
|
Nov 10, 2021
Q3 2021
|
Corre Partners Management, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$318K - $347K
|
1.5K
$361K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.23KNew |
$261K - $286K
|
1.23K
$297K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
PUT |
1KNew |
$212K - $231K
|
1K
$241K
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
BUY
|
- |
35New |
$7.41K - $8.1K
|
35
$8.43K
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
8+ 12.12% |
$1.69K - $1.85K
|
74
$17.8K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
54.9KNew |
$11.6M - $12.8M
|
54.9K
$13.2M
|
|
Aug 16, 2021
Q2 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
PUT |
28.2KNew |
$5.97M - $6.57M
|
28.2K
$6.79M
|
|
Jul 20, 2021
Q2 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
CALL |
9KNew |
$1.91M - $2.1M
|
9K
$2.17M
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
1.35KNew |
$286K - $314K
|
1.35K
$325K
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
PUT |
1.1K+ 31.43% |
$233K - $256K
|
4.6K
$1.11M
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
100+ 17.09% |
$21.2K - $23.3K
|
685
$165K
|
|
Jul 13, 2021
Q2 2021
|
Hoese & CO LLP
|
BUY
|
- |
67New |
$14.2K - $15.6K
|
67
$16.1K
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
BUY
|
CALL |
95.2KNew |
$18.4M - $22.3M
|
95.2K
$22.9M
|
|
May 14, 2021
Q1 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
PUT |
71.2KNew |
$13.8M - $16.7M
|
71.2K
$17.1M
|
|
May 14, 2021
Q1 2021
|
Glazer Capital, LLC
New York, NY |
BUY
|
PUT |
7.5KNew |
$1.45M - $1.76M
|
7.5K
$1.81M
|
|
Apr 29, 2021
Q1 2021
|
Procyon Advisors, LLC
|
BUY
|
CALL |
7.3KNew |
$1.41M - $1.71M
|
7.3K
$1.76M
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2.02K+ 516.07% |
$391K - $474K
|
2.42K
$582K
|
|
May 10, 2021
Q1 2021
|
Dakota Wealth Management
|
BUY
|
PUT |
600New |
$116K - $141K
|
600
$145K
|
|
May 14, 2021
Q1 2021
|
Cheyne Capital Management (Uk) LLP
|
BUY
|
- |
428New |
$82.8K - $100K
|
428
$103K
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
100+ 50.0% |
$19.4K - $23.4K
|
300
$72.3K
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
BUY
|
CALL |
100+ 100.0% |
$19.4K - $23.4K
|
200
$48.2K
|
|
Apr 30, 2021
Q1 2021
|
Exane Derivatives
|
BUY
|
PUT |
60New |
$11.6K - $14.1K
|
60
$14.5K
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
Sepio Capital, LP
|
BUY
|
PUT |
44.9K+ 80257.14% |
$6.84M - $8.95M
|
45K
$10.8M
|
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
39.7KNew |
$6.04M - $7.91M
|
39.7K
$9.57M
|
|
Mar 10, 2021
Q4 2020
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
PUT |
23.6KNew |
$3.59M - $4.7M
|
23.6K
$5.69M
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
4.07KNew |
$619K - $810K
|
4.07K
$980K
|
|
Feb 11, 2021
Q4 2020
|
Krilogy Financial LLC
|
BUY
|
PUT |
1.5KNew |
$228K - $299K
|
1.5K
$361K
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.39K+ 24.74% |
$211K - $276K
|
6.98K
$1.68M
|
|
Sep 13, 2023
Q4 2020
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
931+ 35.93% |
$142K - $185K
|
3.52K
$848K
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
220New |
$33.5K - $43.8K
|
220
$53K
|
|
Apr 12, 2021
Q4 2020
|
Mayflower Financial Advisors, LLC
|
BUY
|
PUT |
200New |
$30.4K - $39.8K
|
200
$48.2K
|
|
Feb 16, 2021
Q4 2020
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
CALL |
200New |
$30.4K - $39.8K
|
200
$48.2K
|
|
Jan 29, 2021
Q4 2020
|
Bellwether Advisors, LLC
|
BUY
|
- |
106New |
$16.1K - $21.1K
|
106
$25.5K
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
PUT |
100+ 3.85% |
$15.2K - $19.9K
|
2.7K
$650K
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Centaurus Financial, Inc.
|
BUY
|
PUT |
98.5K+ 217.44% |
$13.7M - $15.6M
|
144K
$34.6M
|