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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-335- 36.14% |
$63.5K - $70.5K
|
592
$136K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-299- 4.17% |
$56.7K - $62.9K
|
6.88K
$1.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-254- 7.84% |
$48.1K - $53.4K
|
2.99K
$688K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-250- 10.41% |
$47.4K - $52.6K
|
2.15K
$495K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-230- 6.65% |
$43.6K - $48.4K
|
3.23K
$744K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-211- 4.65% |
$40K - $44.4K
|
4.33K
$997K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-193- 14.04% |
$36.6K - $40.6K
|
1.18K
$272K
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-188- 61.64% |
$35.6K - $39.5K
|
117
$26.9K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-180- 28.89% |
$34.1K - $37.9K
|
443
$102K
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-176- 1.16% |
$33.3K - $37K
|
15K
$3.45M
|
|
|
May 13, 2024
Q1 2024
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-161- 4.26% |
$30.5K - $33.9K
|
3.62K
$834K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-150- 1.43% |
$28.4K - $31.5K
|
10.3K
$2.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-144- 3.83% |
$27.3K - $30.3K
|
3.62K
$833K
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-104- 2.68% |
$19.7K - $21.9K
|
3.78K
$869K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-103- 2.97% |
$19.5K - $21.7K
|
3.37K
$776K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-100- 69.44% |
$18.9K - $21K
|
44
$10.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
PUT |
-100- 25.0% |
$18.9K - $21K
|
300
$69.1K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-84- 2.47% |
$15.9K - $17.7K
|
3.32K
$765K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-75- 6.98% |
$14.2K - $15.8K
|
999
$230K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-72- 29.51% |
$13.6K - $15.1K
|
172
$39.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-67- 6.34% |
$12.7K - $14.1K
|
989
$228K
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-58- 0.9% |
$11K - $12.2K
|
6.42K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-56- 7.46% |
$10.6K - $11.8K
|
695
$160K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-52- 5.03% |
$9.85K - $10.9K
|
982
$226K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 6.67% |
$9.47K - $10.5K
|
700
$161K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-50- 4.17% |
$9.47K - $10.5K
|
1.15K
$265K
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-46- 20.63% |
$8.72K - $9.67K
|
177
$40.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-40- 36.04% |
$7.58K - $8.41K
|
71
$16.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-38- 0.14% |
$7.2K - $7.99K
|
26.7K
$6.16M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-37- 2.72% |
$7.01K - $7.78K
|
1.32K
$305K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-35- 1.5% |
$6.63K - $7.36K
|
2.3K
$530K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-32- 3.02% |
$6.06K - $6.73K
|
1.03K
$236K
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-27- 1.97% |
$5.12K - $5.68K
|
1.35K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-25- 0.39% |
$4.74K - $5.26K
|
6.36K
$1.47M
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-22- 0.27% |
$4.17K - $4.63K
|
8.05K
$1.85M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-21- 17.36% |
$3.98K - $4.42K
|
100
$23K
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-17- 0.08% |
$3.22K - $3.58K
|
21K
$4.85M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-15- 1.4% |
$2.84K - $3.15K
|
1.06K
$243K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-13- 0.88% |
$2.46K - $2.73K
|
1.47K
$338K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-13- 0.31% |
$2.46K - $2.73K
|
4.23K
$973K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-11- 12.64% |
$2.08K - $2.31K
|
76
$17.5K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.57% |
$1.89K - $2.1K
|
1.76K
$405K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-8- 14.81% |
$1.52K - $1.68K
|
46
$10.6K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Qvr LLC
|
SELL
|
PUT |
-2.47M- 94.64% |
$401M - $506M
|
140K
$32.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-471K- 81.2% |
$76.4M - $96.5M
|
109K
$25.1M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-115K- 91.21% |
$18.7M - $23.6M
|
11.1K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-96.3K- 61.14% |
$15.6M - $19.7M
|
61.2K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-76.8K- 56.08% |
$12.5M - $15.7M
|
60.2K
$13.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-76.8K- 96.14% |
$12.5M - $15.7M
|
3.08K
$709K
|
|
|
Feb 09, 2024
Q4 2023
|
Bayview Asset Management, LLC
Coral Gables, FL |
SELL
|
PUT |
-51.5K- 34.59% |
$8.35M - $10.5M
|
97.4K
$22.4M
|
|