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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.71K- 60.71% |
$344K - $385K
|
1.11K
$242K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.51K- 59.08% |
$303K - $339K
|
1.05K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.41K- 3.65% |
$283K - $317K
|
37.3K
$8.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.13K- 30.32% |
$226K - $253K
|
2.59K
$564K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-650- 26.55% |
$131K - $146K
|
1.8K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-649- 28.07% |
$130K - $146K
|
1.66K
$363K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-636- 30.89% |
$128K - $143K
|
1.42K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-611- 3.25% |
$123K - $137K
|
18.2K
$3.96M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-505- 1.24% |
$101K - $113K
|
40.2K
$8.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-427- 53.51% |
$85.8K - $95.9K
|
371
$80.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-375- 25.42% |
$75.3K - $84.2K
|
1.1K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-342- 26.55% |
$68.7K - $76.8K
|
946
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-333- 5.98% |
$66.9K - $74.8K
|
5.24K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-300- 24.0% |
$60.3K - $67.4K
|
950
$207K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
PUT |
-300- 4.41% |
$60.3K - $67.4K
|
6.5K
$1.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-199- 89.64% |
$40K - $44.7K
|
23
$5.01K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-162- 11.41% |
$32.5K - $36.4K
|
1.26K
$274K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-146- 7.27% |
$29.3K - $32.8K
|
1.86K
$406K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-132- 11.75% |
$26.5K - $29.6K
|
991
$216K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-130- 4.59% |
$26.1K - $29.2K
|
2.7K
$589K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-128- 7.92% |
$25.7K - $28.7K
|
1.49K
$324K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-128- 20.38% |
$25.7K - $28.7K
|
500
$109K
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
SELL
|
- |
-125- 2.51% |
$25.1K - $28.1K
|
4.85K
$1.06M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-116- 0.39% |
$23.3K - $26.1K
|
29.3K
$6.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-113- 5.17% |
$22.7K - $25.4K
|
2.07K
$452K
|
|
|
Jun 10, 2025
Q3 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-107- 10.58% |
$21.5K - $24K
|
904
$197K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-96- 0.49% |
$19.3K - $21.6K
|
19.4K
$4.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-93- 0.2% |
$18.7K - $20.9K
|
47.1K
$10.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-86- 14.03% |
$17.3K - $19.3K
|
527
$115K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-76- 3.7% |
$15.3K - $17.1K
|
1.98K
$431K
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-75- 4.56% |
$15.1K - $16.8K
|
1.57K
$342K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-69- 3.19% |
$13.9K - $15.5K
|
2.1K
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-63- 15.75% |
$12.7K - $14.1K
|
337
$73.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-52- 12.9% |
$10.4K - $11.7K
|
351
$76.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 81.97% |
$10K - $11.2K
|
11
$2.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-48- 4.54% |
$9.64K - $10.8K
|
1.01K
$220K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-45- 2.17% |
$9.04K - $10.1K
|
2.03K
$443K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-42- 7.17% |
$8.44K - $9.43K
|
544
$119K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-39- 3.31% |
$7.83K - $8.76K
|
1.14K
$249K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-35- 3.24% |
$7.03K - $7.86K
|
1.05K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-30- 2.03% |
$6.03K - $6.74K
|
1.45K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-27- 2.54% |
$5.42K - $6.06K
|
1.04K
$226K
|
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-25- 1.12% |
$5.02K - $5.62K
|
2.2K
$480K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-25- 0.19% |
$5.02K - $5.62K
|
13.4K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-19- 0.76% |
$3.82K - $4.27K
|
2.48K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-14- 0.39% |
$2.81K - $3.14K
|
3.54K
$772K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-10- 0.35% |
$2.01K - $2.25K
|
2.86K
$622K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9- 0.62% |
$1.81K - $2.02K
|
1.44K
$314K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-5- 0.18% |
$1K - $1.12K
|
2.79K
$607K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-5- 0.33% |
$1K - $1.12K
|
1.51K
$330K
|