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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-905- 4.9% |
$182K - $203K
|
17.6K
$4.04M
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-905- 86.85% |
$182K - $203K
|
137
$31.6K
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-904- 7.5% |
$182K - $203K
|
11.2K
$2.57M
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-900- 3.91% |
$181K - $202K
|
22.1K
$5.09M
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-893- 1.76% |
$179K - $201K
|
50K
$11.5M
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-872- 2.19% |
$175K - $196K
|
38.9K
$8.96M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-870- 21.26% |
$175K - $195K
|
3.22K
$742K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-866- 7.56% |
$174K - $195K
|
10.6K
$2.44M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-862- 20.36% |
$173K - $194K
|
3.37K
$777K
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-859- 13.62% |
$173K - $193K
|
5.45K
$1.25M
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-850- 53.7% |
$171K - $191K
|
733
$169K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-847- 2.96% |
$170K - $190K
|
27.7K
$6.39M
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-837- 24.93% |
$168K - $188K
|
2.52K
$580K
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-832- 3.71% |
$167K - $187K
|
21.6K
$4.98M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-827- 43.55% |
$166K - $186K
|
1.07K
$247K
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-826- 20.17% |
$166K - $186K
|
3.27K
$753K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-821- 2.04% |
$165K - $184K
|
39.3K
$9.06M
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-821- 2.42% |
$165K - $184K
|
33.1K
$7.63M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-808- 2.14% |
$162K - $181K
|
36.9K
$8.5M
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-806- 28.6% |
$162K - $181K
|
2.01K
$463K
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-804- 45.3% |
$161K - $181K
|
971
$224K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-795- 0.08% |
$160K - $179K
|
987K
$227M
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-793- 12.98% |
$159K - $178K
|
5.32K
$1.22M
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-788- 4.74% |
$158K - $177K
|
15.9K
$3.65M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-771- 0.99% |
$155K - $173K
|
77.2K
$17.8M
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-770- 7.11% |
$155K - $173K
|
10.1K
$2.32M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-769- 1.32% |
$154K - $173K
|
57.5K
$13.2M
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-769- 0.63% |
$154K - $173K
|
121K
$27.8M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-763- 3.84% |
$153K - $171K
|
19.1K
$4.4M
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-761- 1.39% |
$153K - $171K
|
54.1K
$12.5M
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-755- 3.39% |
$152K - $170K
|
21.5K
$4.95M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-751- 2.32% |
$151K - $169K
|
31.7K
$7.3M
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-751- 32.82% |
$151K - $169K
|
1.54K
$354K
|
|
Nov 12, 2024
Q3 2024
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-750- 6.52% |
$151K - $168K
|
10.8K
$2.48M
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-748- 8.93% |
$150K - $168K
|
7.63K
$1.76M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-748- 3.58% |
$150K - $168K
|
20.2K
$4.65M
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-743- 1.21% |
$149K - $167K
|
60.8K
$14M
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-720- 18.81% |
$145K - $162K
|
3.11K
$716K
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-716- 16.09% |
$144K - $161K
|
3.73K
$860K
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-714- 17.2% |
$143K - $160K
|
3.44K
$791K
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-713- 3.31% |
$143K - $160K
|
20.8K
$4.79M
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-708- 28.58% |
$142K - $159K
|
1.77K
$407K
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-704- 17.07% |
$141K - $158K
|
3.42K
$788K
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-694- 4.05% |
$139K - $156K
|
16.4K
$3.78M
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-684- 37.6% |
$137K - $154K
|
1.14K
$261K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-678- 1.7% |
$136K - $152K
|
39.3K
$9.05M
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-650- 8.35% |
$131K - $146K
|
7.14K
$1.64M
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-650- 26.55% |
$131K - $146K
|
1.8K
$414K
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-650- 0.6% |
$131K - $146K
|
108K
$24.8M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-649- 28.07% |
$130K - $146K
|
1.66K
$383K
|