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 14, 2024
Q3 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-412- 1.58% |
$82.8K - $92.5K
|
25.7K
$5.93M
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-412- 1.54% |
$82.8K - $92.5K
|
26.3K
$6.06M
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-397- 22.54% |
$79.7K - $89.2K
|
1.36K
$314K
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-397- 3.14% |
$79.7K - $89.2K
|
12.2K
$2.82M
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-394- 2.31% |
$79.1K - $88.5K
|
16.7K
$3.84M
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-394- 8.58% |
$79.1K - $88.5K
|
4.2K
$967K
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-389- 4.94% |
$78.1K - $87.4K
|
7.48K
$1.72M
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-382- 20.66% |
$76.7K - $85.8K
|
1.47K
$338K
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-382- 6.3% |
$76.7K - $85.8K
|
5.68K
$1.31M
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-377- 9.29% |
$75.7K - $84.7K
|
3.68K
$848K
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-375- 25.42% |
$75.3K - $84.2K
|
1.1K
$253K
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-367- 2.87% |
$73.7K - $82.4K
|
12.4K
$2.86M
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-365- 1.67% |
$73.3K - $82K
|
21.5K
$4.94M
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-359- 0.69% |
$72.1K - $80.6K
|
51.9K
$12M
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-359- 14.02% |
$72.1K - $80.6K
|
2.2K
$507K
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-357- 6.44% |
$71.7K - $80.2K
|
5.19K
$1.19M
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-355- 13.97% |
$71.3K - $79.7K
|
2.19K
$503K
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-354- 1.92% |
$71.1K - $79.5K
|
18.1K
$4.17M
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-353- 3.88% |
$70.9K - $79.3K
|
8.74K
$2.01M
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-350- 14.96% |
$70.3K - $78.6K
|
1.99K
$458K
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-349- 2.64% |
$70.1K - $78.4K
|
12.9K
$2.96M
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-346- 1.79% |
$69.5K - $77.7K
|
19K
$4.37M
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-345- 4.61% |
$69.3K - $77.5K
|
7.14K
$1.65M
|
|
Nov 13, 2024
Q3 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-342- 26.55% |
$68.7K - $76.8K
|
946
$218K
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-341- 15.46% |
$68.5K - $76.6K
|
1.87K
$430K
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-340- 0.19% |
$68.3K - $76.4K
|
175K
$40.2M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-339- 4.44% |
$68.1K - $76.1K
|
7.29K
$1.68M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-333- 5.98% |
$66.9K - $74.8K
|
5.24K
$1.21M
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-332- 45.54% |
$66.7K - $74.6K
|
397
$91.4K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-329- 1.39% |
$66.1K - $73.9K
|
23.3K
$5.36M
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-327- 20.01% |
$65.7K - $73.4K
|
1.31K
$301K
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-323- 2.85% |
$64.9K - $72.5K
|
11K
$2.53M
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-319- 1.12% |
$64.1K - $71.6K
|
28.2K
$6.49M
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-310- 1.08% |
$62.3K - $69.6K
|
28.3K
$6.52M
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-308- 23.37% |
$61.9K - $69.2K
|
1.01K
$233K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-304- 2.55% |
$61.1K - $68.3K
|
11.6K
$2.68M
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-303- 9.31% |
$60.9K - $68.1K
|
2.95K
$680K
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-300- 24.0% |
$60.3K - $67.4K
|
950
$219K
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
PUT |
-300- 4.41% |
$60.3K - $67.4K
|
6.5K
$1.5M
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-300- 34.25% |
$60.3K - $67.4K
|
576
$133K
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-299- 2.76% |
$60.1K - $67.2K
|
10.5K
$2.43M
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-299- 20.89% |
$60.1K - $67.2K
|
1.13K
$261K
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-298- 1.32% |
$59.9K - $66.9K
|
22.4K
$5.15M
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-297- 1.74% |
$59.7K - $66.7K
|
16.8K
$3.86M
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-291- 8.44% |
$58.5K - $65.4K
|
3.16K
$727K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-289- 56.01% |
$58.1K - $64.9K
|
227
$52.3K
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-287- 13.02% |
$57.6K - $64.5K
|
1.92K
$442K
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-287- 6.46% |
$57.6K - $64.5K
|
4.16K
$957K
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-284- 0.59% |
$57K - $63.8K
|
48.1K
$11.1M
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-283- 12.36% |
$56.8K - $63.6K
|
2.01K
$462K
|