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 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.28KNew |
$213K - $240K
|
1.28K
$239K
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-298- 19.44% |
$49.7K - $56K
|
1.24K
$231K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4+ 0.11% |
$667 - $752
|
3.68K
$687K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-6.92K- 54.82% |
$1.15M - $1.3M
|
5.7K
$1.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.23KNew |
$204K - $230K
|
1.23K
$229K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
144KNew |
$24.1M - $27.1M
|
144K
$26.9M
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-53- 89.83% |
$8.84K - $9.97K
|
6
$1.12K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
CALL |
-200- 3.17% |
$33.4K - $37.6K
|
6.1K
$1.14M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1.73K- 6.64% |
$288K - $325K
|
24.3K
$4.54M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-556- 24.61% |
$92.7K - $105K
|
1.7K
$318K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.43KNew |
$239K - $269K
|
1.43K
$267K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
8+ 0.51% |
$1.33K - $1.5K
|
1.58K
$296K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.27KNew |
$378K - $426K
|
2.27K
$423K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
283+ 9.7% |
$47.2K - $53.2K
|
3.2K
$598K
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
134+ 4.85% |
$22.4K - $25.2K
|
2.9K
$541K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
488+ 1.38% |
$81.4K - $91.8K
|
36K
$6.72M
|
|
|
Jan 26, 2023
Q4 2022
|
Oikos Holdings LLC
|
BUY
|
- |
134KNew |
$22.4M - $25.3M
|
134K
$25.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
CALL |
-500- 38.46% |
$83.4K - $94K
|
800
$149K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-203- 3.61% |
$33.9K - $38.2K
|
5.42K
$1.01M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4.37K+ 370.57% |
$729K - $822K
|
5.55K
$1.04M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
278New |
$46.4K - $52.3K
|
278
$51.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$2.5K - $2.82K
|
15
$2.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-809- 28.91% |
$135K - $152K
|
1.99K
$371K
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
5.93KNew |
$990K - $1.12M
|
5.93K
$1.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
5.77KNew |
$962K - $1.08M
|
5.77K
$1.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-1.63K- 42.35% |
$271K - $306K
|
2.21K
$413K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
2+ 0.09% |
$334 - $376
|
2.19K
$409K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.62K- 3.33% |
$270K - $304K
|
46.9K
$8.77M
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
SELL
|
- |
-329- 1.34% |
$54.9K - $61.9K
|
24.2K
$4.53M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-7.2K- 51.8% |
$1.2M - $1.35M
|
6.7K
$1.25M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-753- 1.29% |
$126K - $142K
|
57.4K
$10.7M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-3.87K- 12.52% |
$645K - $727K
|
27K
$5.05M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
435New |
$72.6K - $81.8K
|
435
$81.2K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
579New |
$96.6K - $109K
|
579
$108K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
1.32KNew |
$220K - $248K
|
1.32K
$247K
|
|
|
Jan 11, 2023
Q4 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
1.18KNew |
$197K - $222K
|
1.18K
$220K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
466New |
$77.7K - $87.6K
|
466
$87K
|
|
| Q3 2022 | |||||||
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.34KClosed |
$548K - $671K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
21.5K+ 3.74% |
$3.53M - $4.33M
|
597K
$111M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
999K+ 2663.2% |
$164M - $201M
|
1.04M
$194M
|
|
|
Mar 02, 2023
Q3 2022
|
Silverback Asset Management LLC
Chapel Hill, NC |
BUY
|
- |
25KNew |
$4.1M - $5.03M
|
25K
$4.67M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-7.39K- 3.08% |
$1.21M - $1.49M
|
233K
$43.4M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
188+ 11.37% |
$30.9K - $37.8K
|
1.84K
$344K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.24KNew |
$203K - $249K
|
1.24K
$231K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
PUT |
350New |
$57.5K - $70.4K
|
350
$65.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Corriente Advisors, LLC
Fort Worth, TX |
SELL
|
PUT |
-380K- 84.44% |
$62.4M - $76.4M
|
70K
$13.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1+ 0.03% |
$164 - $201
|
2.92K
$545K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
204New |
$33.5K - $41K
|
204
$38.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
359+ 1.76% |
$58.9K - $72.2K
|
20.7K
$3.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Trilantic Capital Management L.P.
New York, NY |
SELL
|
PUT |
-31.5K- 60.69% |
$5.17M - $6.33M
|
20.4K
$3.81M
|
|