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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
36New |
$6.28K - $7.15K
|
36
$7.22K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-222- 3.03% |
$38.7K - $44.1K
|
7.11K
$1.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-51- 2.67% |
$8.89K - $10.1K
|
1.86K
$372K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
331+ 1.71% |
$57.7K - $65.8K
|
19.7K
$3.94M
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-52- 82.54% |
$9.07K - $10.3K
|
11
$2.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-8K- 68.38% |
$1.39M - $1.59M
|
3.7K
$742K
|
|
|
Nov 02, 2023
Q3 2023
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
CALL |
700KNew |
$122M - $139M
|
700K
$140M
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
175+ 14.5% |
$30.5K - $34.8K
|
1.38K
$277K
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-25- 1.72% |
$4.36K - $4.97K
|
1.43K
$286K
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-26.4K- 7.87% |
$4.61M - $5.25M
|
310K
$62M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
575New |
$100K - $114K
|
575
$115K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-550- 30.56% |
$95.9K - $109K
|
1.25K
$251K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-36- 0.95% |
$6.28K - $7.15K
|
3.74K
$749K
|
|
|
Oct 27, 2023
Q3 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-50- 11.11% |
$8.72K - $9.94K
|
400
$80.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.74K- 2.86% |
$303K - $346K
|
59.2K
$11.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4.58KNew |
$798K - $909K
|
4.58K
$917K
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-100- 7.55% |
$17.4K - $19.9K
|
1.23K
$246K
|
|
|
Oct 26, 2023
Q3 2023
|
Amf Tjanstepension Ab
|
BUY
|
- |
239KNew |
$41.7M - $47.5M
|
239K
$47.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
733+ 1.06% |
$128K - $146K
|
69.7K
$14M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-637- 33.51% |
$111K - $127K
|
1.26K
$253K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-50- 23.26% |
$8.72K - $9.94K
|
165
$33.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
2.61KNew |
$455K - $518K
|
2.61K
$523K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
204New |
$35.6K - $40.5K
|
204
$40.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Financial Advisory
|
SELL
|
- |
-10- 0.5% |
$1.74K - $1.99K
|
1.98K
$397K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-70- 3.32% |
$12.2K - $13.9K
|
2.04K
$409K
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
131+ 10.2% |
$22.8K - $26K
|
1.42K
$284K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
6+ 0.5% |
$1.05K - $1.19K
|
1.22K
$244K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-600- 7.92% |
$105K - $119K
|
6.98K
$1.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.13KNew |
$371K - $423K
|
2.13K
$427K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-642- 15.26% |
$112K - $128K
|
3.56K
$714K
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
65New |
$11.3K - $12.9K
|
65
$13K
|
|
|
Oct 19, 2023
Q3 2023
|
P&S Credit Management, L.P.
New York, NY |
BUY
|
- |
5.62KNew |
$980K - $1.12M
|
5.62K
$1.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-41- 75.93% |
$7.15K - $8.15K
|
13
$2.61K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
4+ 0.21% |
$697 - $795
|
1.88K
$376K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.17KNew |
$204K - $233K
|
1.17K
$235K
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-55- 2.19% |
$9.59K - $10.9K
|
2.45K
$492K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
23.6KNew |
$4.11M - $4.69M
|
23.6K
$4.73M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
61New |
$10.6K - $12.1K
|
61
$12.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
94New |
$16.4K - $18.7K
|
94
$18.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Spence Asset Management
|
SELL
|
- |
-48- 6.08% |
$8.37K - $9.54K
|
742
$149K
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-1- 4.76% |
$174 - $199
|
20
$4.01K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-16.5K- 91.76% |
$2.88M - $3.28M
|
1.48K
$297K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
25+ 1.61% |
$4.36K - $4.97K
|
1.58K
$317K
|
|
|
Oct 10, 2023
Q3 2023
|
Leeward Investments, LLC Ma
|
BUY
|
- |
1.36KNew |
$237K - $270K
|
1.36K
$272K
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-80- 6.03% |
$13.9K - $15.9K
|
1.25K
$250K
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-10- 0.11% |
$1.74K - $1.99K
|
9.3K
$1.86M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.23KNew |
$214K - $243K
|
1.23K
$246K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
708+ 16.85% |
$121K - $133K
|
4.91K
$984K
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
BUY
|
- |
2.08KNew |
$354K - $391K
|
2.08K
$417K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-833- 8.43% |
$142K - $157K
|
9.05K
$1.81M
|
|