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 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-254- 18.27% |
$41.2K - $52K
|
1.14K
$248K
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-250- 19.44% |
$40.6K - $51.2K
|
1.04K
$226K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-105- 2.58% |
$17K - $21.5K
|
3.97K
$865K
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-91- 0.87% |
$14.8K - $18.6K
|
10.4K
$2.27M
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-78- 5.84% |
$12.7K - $16K
|
1.26K
$274K
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-57- 1.67% |
$9.25K - $11.7K
|
3.36K
$733K
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-40- 33.9% |
$6.49K - $8.19K
|
78
$17K
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-35- 1.87% |
$5.68K - $7.17K
|
1.84K
$400K
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-35- 2.78% |
$5.68K - $7.17K
|
1.22K
$267K
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-25- 15.24% |
$4.06K - $5.12K
|
139
$30.3K
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-14- 0.43% |
$2.27K - $2.87K
|
3.28K
$714K
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-1- 0.08% |
$162 - $205
|
1.31K
$286K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-282K- 99.93% |
$49.2M - $56.1M
|
200
$43.6K
|
|
Nov 14, 2023
Q3 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
PUT |
-100K- 25.0% |
$17.4M - $19.9M
|
300K
$65.4M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-81.4K- 7.14% |
$14.2M - $16.2M
|
1.06M
$231M
|
|
Jan 30, 2025
Q3 2023
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-63KClosed |
$11M - $12.5M
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Mount Capital LTD
|
SELL
|
- |
-50.6K- 68.67% |
$8.83M - $10.1M
|
23.1K
$5.04M
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-16.5K- 91.76% |
$2.88M - $3.28M
|
1.48K
$324K
|
|
Nov 02, 2023
Q3 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-8K- 68.38% |
$1.39M - $1.59M
|
3.7K
$807K
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-2.15K- 52.86% |
$374K - $427K
|
1.92K
$417K
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.74K- 2.86% |
$303K - $346K
|
59.2K
$12.9M
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-841- 31.86% |
$147K - $167K
|
1.8K
$392K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-642- 15.26% |
$112K - $128K
|
3.56K
$777K
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-637- 33.51% |
$111K - $127K
|
1.26K
$276K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-600- 7.92% |
$105K - $119K
|
6.98K
$1.52M
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-550- 30.56% |
$95.9K - $109K
|
1.25K
$273K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-385- 1.32% |
$67.1K - $76.5K
|
28.8K
$6.28M
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-283- 4.56% |
$49.3K - $56.2K
|
5.92K
$1.29M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-222- 3.03% |
$38.7K - $44.1K
|
7.11K
$1.55M
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-161- 3.77% |
$28.1K - $32K
|
4.11K
$896K
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-120- 4.43% |
$20.9K - $23.8K
|
2.59K
$564K
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-104- 7.15% |
$18.1K - $20.7K
|
1.35K
$295K
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-100- 7.55% |
$17.4K - $19.9K
|
1.23K
$267K
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-80- 6.03% |
$13.9K - $15.9K
|
1.25K
$272K
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-75- 0.35% |
$13.1K - $14.9K
|
21.1K
$4.61M
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
SELL
|
- |
-73- 2.84% |
$12.7K - $14.5K
|
2.49K
$544K
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-70- 3.32% |
$12.2K - $13.9K
|
2.04K
$445K
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-65- 1.57% |
$11.3K - $12.9K
|
4.07K
$886K
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-55- 2.19% |
$9.59K - $10.9K
|
2.45K
$535K
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-52- 82.54% |
$9.07K - $10.3K
|
11
$2.4K
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-51- 2.67% |
$8.89K - $10.1K
|
1.86K
$405K
|
|
Oct 27, 2023
Q3 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-50- 11.11% |
$8.72K - $9.94K
|
400
$87.2K
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-50- 23.26% |
$8.72K - $9.94K
|
165
$36K
|
|
Oct 11, 2023
Q3 2023
|
Spence Asset Management
|
SELL
|
- |
-48- 6.08% |
$8.37K - $9.54K
|
742
$162K
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-41- 75.93% |
$7.15K - $8.15K
|
13
$2.83K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-36- 0.95% |
$6.28K - $7.15K
|
3.74K
$815K
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-25- 1.72% |
$4.36K - $4.97K
|
1.43K
$312K
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-10- 10.0% |
$1.74K - $1.99K
|
90
$19.6K
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-10- 0.11% |
$1.74K - $1.99K
|
9.3K
$2.03M
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-7- 35.0% |
$1.22K - $1.39K
|
13
$2.83K
|