Latest Institutional Sells of Ishares Russell 2000 ETF (IWM)
This list provides information on the latest institutional transactions involving Ishares Russell 2000 ETF (IWM) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-105- 6.89% |
$20.2K - $22K
|
1.42K
$338K
|
|
Jul 30, 2024
Q2 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-103- 6.54% |
$19.9K - $21.6K
|
1.47K
$351K
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-98- 2.85% |
$18.9K - $20.5K
|
3.35K
$798K
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-96- 3.22% |
$18.5K - $20.1K
|
2.89K
$688K
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-91- 5.24% |
$17.5K - $19.1K
|
1.65K
$393K
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-88- 3.66% |
$17K - $18.4K
|
2.32K
$553K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-88- 2.67% |
$17K - $18.4K
|
3.21K
$764K
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-80- 0.76% |
$15.4K - $16.8K
|
10.4K
$2.49M
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-80- 3.35% |
$15.4K - $16.8K
|
2.31K
$550K
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-71- 18.11% |
$13.7K - $14.9K
|
321
$76.5K
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-65- 0.83% |
$12.5K - $13.6K
|
7.8K
$1.86M
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-65- 16.25% |
$12.5K - $13.6K
|
335
$79.9K
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-65- 0.03% |
$12.5K - $13.6K
|
202K
$48.3M
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-60- 0.44% |
$11.6K - $12.6K
|
13.7K
$3.26M
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-57- 39.31% |
$11K - $11.9K
|
88
$21K
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-56- 1.86% |
$10.8K - $11.7K
|
2.96K
$705K
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-55- 20.83% |
$10.6K - $11.5K
|
209
$49.8K
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-54- 4.52% |
$10.4K - $11.3K
|
1.14K
$272K
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-52- 1.57% |
$10K - $10.9K
|
3.27K
$779K
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-50- 16.23% |
$9.64K - $10.5K
|
258
$61.5K
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-50- 6.98% |
$9.64K - $10.5K
|
666
$159K
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-49- 21.03% |
$9.45K - $10.3K
|
184
$43.9K
|
|
Aug 13, 2024
Q2 2024
|
Wallace Hart LLC
Lexington, KY |
SELL
|
- |
-47- 41.59% |
$9.06K - $9.84K
|
66
$15.7K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-46- 0.99% |
$8.87K - $9.63K
|
4.59K
$1.09M
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-46- 4.85% |
$8.87K - $9.63K
|
903
$215K
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-45- 0.65% |
$8.68K - $9.42K
|
6.87K
$1.64M
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-43- 0.64% |
$8.29K - $9.01K
|
6.63K
$1.58M
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-43- 0.34% |
$8.29K - $9.01K
|
12.7K
$3.03M
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-40- 0.84% |
$7.71K - $8.38K
|
4.71K
$1.12M
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-37- 2.29% |
$7.14K - $7.75K
|
1.58K
$376K
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-32- 1.01% |
$6.17K - $6.7K
|
3.12K
$745K
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-28- 0.9% |
$5.4K - $5.86K
|
3.09K
$736K
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-26- 3.52% |
$5.01K - $5.45K
|
712
$170K
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-25- 1.33% |
$4.82K - $5.24K
|
1.85K
$441K
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-25- 0.38% |
$4.82K - $5.24K
|
6.57K
$1.57M
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-21- 1.71% |
$4.05K - $4.4K
|
1.2K
$287K
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-21- 2.11% |
$4.05K - $4.4K
|
973
$232K
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-20- 0.81% |
$3.86K - $4.19K
|
2.46K
$587K
|
|
Jul 23, 2024
Q2 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.66% |
$3.86K - $4.19K
|
3K
$714K
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-19- 0.76% |
$3.66K - $3.98K
|
2.48K
$590K
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.84% |
$3.66K - $3.98K
|
2.24K
$533K
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-15- 3.57% |
$2.89K - $3.14K
|
405
$96.6K
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-14- 2.76% |
$2.7K - $2.93K
|
494
$118K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-14- 5.0% |
$2.7K - $2.93K
|
266
$63.4K
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-10- 25.0% |
$1.93K - $2.09K
|
30
$7.15K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-10- 25.0% |
$1.93K - $2.09K
|
30
$7.15K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-7- 11.11% |
$1.35K - $1.47K
|
56
$13.4K
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-7- 0.62% |
$1.35K - $1.47K
|
1.13K
$269K
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-6- 0.51% |
$1.16K - $1.26K
|
1.17K
$279K
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5- 0.19% |
$964 - $1.05K
|
2.67K
$636K
|