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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Covalent Partners LLC
Concord, MA |
SELL
|
PUT |
-45.5K- 66.42% |
$7.38M - $9.32M
|
23K
$5.3M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
PUT |
-33.8K- 14.18% |
$5.48M - $6.92M
|
205K
$47.1M
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
PUT |
-32K- 13.47% |
$5.19M - $6.55M
|
206K
$47.4M
|
|
May 16, 2024
Q4 2023
|
Connective Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-14.3K- 41.16% |
$2.33M - $2.94M
|
20.5K
$4.72M
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-13.1K- 65.92% |
$2.12M - $2.67M
|
6.75K
$1.55M
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-8.96K- 67.63% |
$1.45M - $1.84M
|
4.29K
$988K
|
|
Jan 08, 2024
Q4 2023
|
Campbell Capital Management Inc
|
SELL
|
- |
-5.9K- 29.65% |
$957K - $1.21M
|
14K
$3.22M
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.19K- 33.48% |
$356K - $449K
|
4.36K
$1M
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-1.63KClosed |
$264K - $333K
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-1.47K- 40.79% |
$238K - $300K
|
2.13K
$490K
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.19K- 58.28% |
$193K - $244K
|
851
$196K
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.1K- 51.43% |
$178K - $225K
|
1.04K
$239K
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-749- 42.82% |
$121K - $153K
|
1K
$230K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-621- 3.61% |
$101K - $127K
|
16.6K
$3.82M
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-600- 73.44% |
$97.3K - $123K
|
217
$50K
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-465- 25.69% |
$75.4K - $95.2K
|
1.35K
$310K
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-427- 0.4% |
$69.3K - $87.5K
|
107K
$24.7M
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-313- 20.47% |
$50.8K - $64.1K
|
1.22K
$280K
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-300- 48.39% |
$48.7K - $61.4K
|
320
$73.7K
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-299- 17.43% |
$48.5K - $61.2K
|
1.42K
$326K
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-254- 18.27% |
$41.2K - $52K
|
1.14K
$262K
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-250- 19.44% |
$40.6K - $51.2K
|
1.04K
$239K
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-183- 13.72% |
$29.7K - $37.5K
|
1.15K
$265K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-105- 2.58% |
$17K - $21.5K
|
3.97K
$914K
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-91- 0.87% |
$14.8K - $18.6K
|
10.4K
$2.4M
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-81- 2.19% |
$13.1K - $16.6K
|
3.61K
$832K
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-78- 5.84% |
$12.7K - $16K
|
1.26K
$290K
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-57- 1.67% |
$9.25K - $11.7K
|
3.36K
$775K
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-45- 3.01% |
$7.3K - $9.22K
|
1.45K
$334K
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-42- 2.72% |
$6.81K - $8.6K
|
1.5K
$345K
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-40- 33.9% |
$6.49K - $8.19K
|
78
$18K
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-35- 1.87% |
$5.68K - $7.17K
|
1.84K
$423K
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-35- 2.78% |
$5.68K - $7.17K
|
1.22K
$282K
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-29- 2.47% |
$4.7K - $5.94K
|
1.14K
$263K
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-25- 15.24% |
$4.06K - $5.12K
|
139
$32K
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-19- 0.5% |
$3.08K - $3.89K
|
3.78K
$871K
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-14- 0.43% |
$2.27K - $2.87K
|
3.28K
$754K
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 12.5% |
$1.62K - $2.05K
|
70
$16.1K
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-1- 0.08% |
$162 - $205
|
1.31K
$302K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-282K- 99.93% |
$49.2M - $56.1M
|
200
$46.1K
|
|
Nov 14, 2023
Q3 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
PUT |
-100K- 25.0% |
$17.4M - $19.9M
|
300K
$69.1M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-81.4K- 7.14% |
$14.2M - $16.2M
|
1.06M
$244M
|
|
Nov 14, 2023
Q3 2023
|
Mount Capital LTD
|
SELL
|
- |
-50.6K- 68.67% |
$8.83M - $10.1M
|
23.1K
$5.32M
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-26.4K- 7.87% |
$4.61M - $5.25M
|
310K
$71.3M
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-16.5K- 91.76% |
$2.88M - $3.28M
|
1.48K
$342K
|
|
Nov 02, 2023
Q3 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-8K- 68.38% |
$1.39M - $1.59M
|
3.7K
$852K
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-2.15K- 52.86% |
$374K - $427K
|
1.92K
$441K
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.74K- 2.86% |
$303K - $346K
|
59.2K
$13.6M
|
|
Nov 07, 2023
Q3 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1.32K- 18.38% |
$230K - $262K
|
5.85K
$1.35M
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-841- 31.86% |
$147K - $167K
|
1.8K
$414K
|