Latest Institutional Transactions on Ishares Russell 2000 ETF (IWM)
This table provides information on the latest institutional transactions involving Ishares Russell 2000 ETF (IWM) 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 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-126- 10.98% |
$27.2K - $30.5K
|
1.02K
$222K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.09K+ 39.5% |
$236K - $264K
|
3.85K
$835K
|
|
| Q3 2024 | |||||||
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.54KNew |
$309K - $345K
|
1.54K
$333K
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
72+ 0.16% |
$14.5K - $16.2K
|
44.3K
$9.61M
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.47K+ 22.9% |
$296K - $331K
|
7.91K
$1.72M
|
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-25- 1.12% |
$5.02K - $5.62K
|
2.2K
$478K
|
|
|
Dec 31, 2024
Q3 2024
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-55K- 61.81% |
$11M - $12.3M
|
34K
$7.36M
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
3.08KNew |
$619K - $692K
|
3.08K
$668K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.45M+ 50.45% |
$291M - $325M
|
4.31M
$935M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.41K- 7.19% |
$283K - $317K
|
18.2K
$3.95M
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.69KNew |
$338K - $378K
|
1.69K
$365K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
2.74K+ 2.65% |
$549K - $614K
|
106K
$22.9M
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
200+ 7.26% |
$40.2K - $44.9K
|
2.96K
$641K
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-970- 9.88% |
$195K - $218K
|
8.85K
$1.92M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.17K- 33.69% |
$236K - $264K
|
2.31K
$501K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
40+ 0.55% |
$8.03K - $8.98K
|
7.37K
$1.6M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
734+ 15.91% |
$147K - $165K
|
5.35K
$1.16M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
28+ 0.36% |
$5.62K - $6.29K
|
7.83K
$1.7M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.42K- 2.84% |
$1.29M - $1.44M
|
219K
$47.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-3.66K- 8.79% |
$735K - $822K
|
37.9K
$8.23M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
CALL |
-4.2K- 19.72% |
$844K - $943K
|
17.1K
$3.71M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-22K- 76.76% |
$4.42M - $4.94M
|
6.66K
$1.44M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
187KNew |
$37.6M - $42.1M
|
187K
$40.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-65- 1.48% |
$13.1K - $14.6K
|
4.33K
$939K
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-2.47K- 0.77% |
$496K - $555K
|
316K
$68.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
41.2K+ 61.34% |
$8.27M - $9.25M
|
108K
$23.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-442- 21.31% |
$88.8K - $99.3K
|
1.63K
$354K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.59K+ 2.55% |
$922K - $1.03M
|
185K
$40M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-53- 2.37% |
$10.6K - $11.9K
|
2.18K
$472K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
47+ 6.75% |
$9.44K - $10.6K
|
743
$161K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
548+ 1.89% |
$110K - $123K
|
29.5K
$6.4M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
520+ 84.42% |
$104K - $117K
|
1.14K
$246K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
3.85K+ 32.96% |
$773K - $865K
|
15.5K
$3.37M
|
|
|
Nov 18, 2024
Q3 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
5.47K+ 13.91% |
$1.1M - $1.23M
|
44.8K
$9.71M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.65K+ 32.07% |
$532K - $595K
|
10.9K
$2.37M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
5.93KNew |
$1.19M - $1.33M
|
5.93K
$1.29M
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
3+ 0.29% |
$603 - $674
|
1.02K
$221K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.26K- 3.67% |
$455K - $508K
|
59.4K
$12.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.15K+ 76.91% |
$432K - $483K
|
4.95K
$1.07M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
55.8K+ 1.87% |
$11.2M - $12.5M
|
3.04M
$658M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
70.7K+ 50.6% |
$14.2M - $15.9M
|
210K
$45.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Luxor Capital Group, LP
New York, NY |
BUY
|
- |
10KNew |
$2.01M - $2.25M
|
10K
$2.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Luxor Capital Group, LP
New York, NY |
BUY
|
PUT |
389K+ 143.96% |
$78.1M - $87.3M
|
659K
$143M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.07K- 3.52% |
$215K - $241K
|
29.4K
$6.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
447+ 0.21% |
$89.8K - $100K
|
216K
$46.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1+ 100.0% |
$201 - $225
|
2
$434
|
|
|
Nov 15, 2024
Q3 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
2.86K+ 7.75% |
$574K - $642K
|
39.7K
$8.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.11K+ 622.8% |
$626K - $699K
|
3.61K
$784K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.86M- 67.7% |
$373M - $417M
|
887K
$192M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
42.5M+ 1416.54% |
$8.54B - $9.54B
|
45.5M
$9.86B
|
|