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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
74New |
$12K - $15.2K
|
74
$17.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Securities Usa LLC
|
BUY
|
- |
4KNew |
$649K - $819K
|
4K
$950K
|
|
|
Feb 08, 2024
Q4 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
244KNew |
$39.7M - $50.1M
|
244K
$58.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
68New |
$11K - $13.9K
|
68
$16.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.2KNew |
$195K - $246K
|
1.2K
$285K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
PUT |
11.1KNew |
$1.8M - $2.27M
|
11.1K
$2.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
454+ 0.27% |
$73.6K - $93K
|
167K
$39.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
7.83KNew |
$1.27M - $1.6M
|
7.83K
$1.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
53.7KNew |
$8.71M - $11M
|
53.7K
$12.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.08KNew |
$175K - $221K
|
1.08K
$257K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
315New |
$51.1K - $64.5K
|
315
$74.8K
|
|
|
Feb 06, 2024
Q4 2023
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
13.5KNew |
$2.19M - $2.77M
|
13.5K
$3.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
9+ 0.49% |
$1.46K - $1.84K
|
1.84K
$436K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
3.43KNew |
$556K - $702K
|
3.43K
$813K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-254- 18.27% |
$41.2K - $52K
|
1.14K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-78- 5.84% |
$12.7K - $16K
|
1.26K
$299K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-91- 0.87% |
$14.8K - $18.6K
|
10.4K
$2.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
15KNew |
$2.43M - $3.07M
|
15K
$3.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
PUT |
-32K- 13.47% |
$5.19M - $6.55M
|
206K
$48.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
3.34K+ 58.18% |
$541K - $684K
|
9.08K
$2.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
60New |
$9.73K - $12.3K
|
60
$14.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
25.8K+ 32.45% |
$4.19M - $5.29M
|
105K
$25M
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.08KNew |
$175K - $221K
|
1.08K
$256K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.19K- 58.28% |
$193K - $244K
|
851
$202K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
476New |
$77.2K - $97.5K
|
476
$113K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.23KNew |
$199K - $251K
|
1.23K
$291K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
224KNew |
$36.3M - $45.8M
|
224K
$53.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$425K - $537K
|
2.62K
$623K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.16KNew |
$350K - $442K
|
2.16K
$513K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-313- 20.47% |
$50.8K - $64.1K
|
1.22K
$289K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
430New |
$69.8K - $88.1K
|
430
$102K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
228K+ 1057.67% |
$37M - $46.7M
|
250K
$59.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-427- 0.4% |
$69.3K - $87.5K
|
107K
$25.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
8+ 0.57% |
$1.3K - $1.64K
|
1.42K
$336K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
15.7K+ 29.07% |
$2.55M - $3.22M
|
69.9K
$16.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
700+ 2.36% |
$114K - $143K
|
30.4K
$7.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
51+ 2.11% |
$8.27K - $10.4K
|
2.47K
$587K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.37KNew |
$1.52M - $1.92M
|
9.37K
$2.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
4KNew |
$649K - $819K
|
4K
$950K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
800New |
$130K - $164K
|
800
$190K
|
|
|
Jan 25, 2024
Q4 2023
|
Zenyatta Capital Management LP
|
BUY
|
- |
300KNew |
$48.7M - $61.4M
|
300K
$71.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-57- 1.67% |
$9.25K - $11.7K
|
3.36K
$799K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
47+ 3.24% |
$7.62K - $9.63K
|
1.5K
$356K
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
34K+ 1739.81% |
$5.52M - $6.97M
|
36K
$8.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
97K+ 1533.08% |
$15.7M - $19.9M
|
103K
$24.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
4.28KNew |
$694K - $876K
|
4.28K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.44K+ 111.46% |
$234K - $295K
|
2.73K
$649K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.74K+ 12.73% |
$1.25M - $1.58M
|
68.5K
$16.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-76.8K- 96.14% |
$12.5M - $15.7M
|
3.08K
$731K
|
|
|
Jan 22, 2024
Q4 2023
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
30.9KNew |
$5.01M - $6.33M
|
30.9K
$7.34M
|
|