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 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
5.23K+ 416.23% |
$859K - $1.05M
|
6.49K
$1.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.69K- 24.17% |
$1.1M - $1.34M
|
21K
$4.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2+ 0.46% |
$328 - $402
|
441
$101K
|
|
|
Nov 10, 2022
Q3 2022
|
Aigh Capital Management LLC
Baltimore, MD |
SELL
|
PUT |
-410K- 50.0% |
$67.3M - $82.4M
|
410K
$93.8M
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
73+ 6.03% |
$12K - $14.7K
|
1.28K
$293K
|
|
|
Nov 09, 2022
Q3 2022
|
Swiss Re LTD
Zurich, V8 |
SELL
|
- |
-112K- 49.97% |
$18.4M - $22.6M
|
112K
$25.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
1+ 0.08% |
$164 - $201
|
1.28K
$292K
|
|
|
Nov 09, 2022
Q3 2022
|
Sbb Research Group LLC
|
SELL
|
- |
-270K- 94.22% |
$44.4M - $54.3M
|
16.6K
$3.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Newfoundland Capital Management
Sao Paulo, D5 |
BUY
|
PUT |
33K+ 38.82% |
$5.42M - $6.64M
|
118K
$27M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Vision Investment LTD
Hong Kong, K3 |
BUY
|
PUT |
56KNew |
$9.19M - $11.3M
|
56K
$12.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.22KNew |
$201K - $246K
|
1.22K
$280K
|
|
|
Nov 08, 2022
Q3 2022
|
New Gen Asset Management LTD
|
BUY
|
CALL |
125KNew |
$20.5M - $25.1M
|
125K
$28.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-4.87K- 25.27% |
$800K - $980K
|
14.4K
$3.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Sofinnova Investments, Inc.
Menlo Park, CA |
BUY
|
PUT |
200KNew |
$32.8M - $40.2M
|
200K
$45.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
CALL |
-1.9K- 95.0% |
$312K - $382K
|
100
$22.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
7+ 0.55% |
$1.15K - $1.41K
|
1.29K
$294K
|
|
|
Nov 07, 2022
Q3 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-13- 1.09% |
$2.13K - $2.61K
|
1.18K
$269K
|
|
|
Nov 07, 2022
Q3 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
1.27K+ 1.21% |
$208K - $254K
|
106K
$24.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.09KNew |
$180K - $220K
|
1.09K
$250K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
CALL |
9.9K+ 9900.0% |
$1.63M - $1.99M
|
10K
$2.29M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
100New |
$16.4K - $20.1K
|
100
$22.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-75- 1.21% |
$12.3K - $15.1K
|
6.1K
$1.39M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
PUT |
23.5KNew |
$3.86M - $4.73M
|
23.5K
$5.37M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-4- 1.84% |
$657 - $804
|
213
$48.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
210New |
$34.5K - $42.2K
|
210
$48K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-659- 3.55% |
$108K - $133K
|
17.9K
$4.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
161+ 2.03% |
$26.4K - $32.4K
|
8.1K
$1.85M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-43- 68.25% |
$7.06K - $8.65K
|
20
$4.57K
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
PUT |
-1.1K- 57.89% |
$181K - $221K
|
800
$183K
|
|
|
Nov 01, 2022
Q3 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-250- 12.99% |
$41K - $50.3K
|
1.68K
$383K
|
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
13.2KNew |
$2.17M - $2.65M
|
13.2K
$3.02M
|
|
|
Oct 27, 2022
Q3 2022
|
Cottage Street Advisors LLC
|
SELL
|
- |
-200- 10.99% |
$32.8K - $40.2K
|
1.62K
$370K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.23KNew |
$365K - $448K
|
2.23K
$509K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
1.65KNew |
$271K - $332K
|
1.65K
$378K
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
476New |
$78.1K - $95.7K
|
476
$109K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-13.3K- 6.19% |
$2.18M - $2.67M
|
201K
$46M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-84- 2.45% |
$13.8K - $16.9K
|
3.34K
$763K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
116+ 196.61% |
$19K - $23.3K
|
175
$40K
|
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-120- 0.79% |
$19.7K - $24.1K
|
15.1K
$3.46M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-42- 7.02% |
$6.9K - $8.44K
|
556
$127K
|
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.31KNew |
$543K - $666K
|
3.31K
$757K
|
|
|
Oct 20, 2022
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-199- 8.81% |
$32.7K - $40K
|
2.06K
$471K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
CALL |
500New |
$82.1K - $101K
|
500
$114K
|
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
PUT |
300New |
$49.3K - $60.3K
|
300
$68.6K
|
|
|
Oct 19, 2022
Q3 2022
|
Gam Holding Ag
|
SELL
|
- |
-342- 17.17% |
$56.1K - $68.8K
|
1.65K
$377K
|
|
|
Oct 17, 2022
Q3 2022
|
Community Trust & Investment CO
|
BUY
|
- |
1.26KNew |
$206K - $252K
|
1.26K
$287K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-100- 2.69% |
$16.4K - $20.1K
|
3.61K
$826K
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.34KNew |
$384K - $470K
|
2.34K
$534K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-1.09K- 2.08% |
$179K - $220K
|
51.5K
$11.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.05KNew |
$173K - $212K
|
1.05K
$241K
|