Latest Institutional Transactions on Proshares Ultra Russell 2000 (UWM)
This table provides information on the latest institutional transactions involving Proshares Ultra Russell 2000 (UWM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
609New |
$15.4K - $24.1K
|
609
$23.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.59KNew |
$218K - $340K
|
8.59K
$331K
|
|
|
Jan 12, 2024
Q4 2023
|
Guild Investment Management, Inc.
|
BUY
|
- |
60.9KNew |
$1.54M - $2.41M
|
60.9K
$2.34M
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
25New |
$739 - $963
|
25
$963
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
15+ 1500.0% |
$443 - $578
|
16
$616
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.01K- 10.37% |
$89K - $116K
|
26K
$1M
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
224New |
$6.46K - $7.8K
|
224
$8.63K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
446New |
$12.9K - $15.5K
|
446
$17.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
36.2KNew |
$1.04M - $1.26M
|
36.2K
$1.39M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-4.75K- 25.45% |
$138K - $189K
|
13.9K
$535K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.9KNew |
$781K - $1.07M
|
26.9K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.51KNew |
$247K - $340K
|
8.51K
$328K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
380New |
$11K - $15.2K
|
380
$14.6K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
13.1KNew |
$381K - $523K
|
13.1K
$505K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
65New |
$1.89K - $2.59K
|
65
$2.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-280- 70.0% |
$8.18K - $10.2K
|
120
$4.62K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
121New |
$3.53K - $4.41K
|
121
$4.66K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.11K- 81.79% |
$32.5K - $40.6K
|
248
$9.55K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
327New |
$9.55K - $11.9K
|
327
$12.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
701+ 708.08% |
$20.5K - $25.5K
|
800
$30.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-706- 2.35% |
$20.6K - $25.7K
|
29.4K
$1.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
694New |
$20.3K - $25.3K
|
694
$26.7K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.3KNew |
$579K - $872K
|
20.3K
$782K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
32.2KNew |
$918K - $1.38M
|
32.2K
$1.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.03KNew |
$57.8K - $87.1K
|
2.03K
$78.1K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-206Closed |
$5.96K - $9.81K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-16- 0.12% |
$463 - $762
|
13K
$502K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.59KClosed |
$190K - $314K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-270Closed |
$7.81K - $12.9K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-375Closed |
$10.8K - $17.9K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-101Closed |
$2.92K - $4.81K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-54.3KClosed |
$2.22M - $3.09M
|
0
$0
|
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-20.4KClosed |
$834K - $1.16M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-7KClosed |
$286K - $398K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9Closed |
$368 - $512
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1KClosed |
$40.9K - $56.9K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.28KClosed |
$175K - $243K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-4KClosed |
$164K - $228K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-236KClosed |
$9.63M - $13.4M
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
SELL
|
- |
-28.5KClosed |
$1.16M - $1.62M
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-40Closed |
$1.64K - $2.28K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-13.9KClosed |
$704K - $924K
|
0
$0
|
|
|
Feb 28, 2022
Q4 2021
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-4KClosed |
$202K - $265K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-6.35KClosed |
$321K - $421K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-218Closed |
$11K - $14.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-302Closed |
$15.3K - $20K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.22KClosed |
$213K - $280K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
100New |
$5.05K - $6.63K
|
100
$3.85K
|
|
| Q3 2021 | |||||||
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-80.2KClosed |
$4.07M - $4.88M
|
0
$0
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-53.8KClosed |
$2.73M - $3.27M
|
0
$0
|
|