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 |
---|---|---|---|---|---|---|---|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-1.21K- 74.02% |
$232K - $273K
|
425
$79.4K
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-979Closed |
$187K - $221K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-11KClosed |
$2.11M - $2.48M
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-103KClosed |
$19.7M - $23.2M
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Trellus Management Company, LLC
|
SELL
|
PUT |
-100KClosed |
$19.2M - $22.5M
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
New Century Advisors, LLC
|
SELL
|
- |
-7.37KClosed |
$1.41M - $1.66M
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
SELL
|
- |
-9- 45.0% |
$1.72K - $2.03K
|
11
$2.05K
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-52Closed |
$9.96K - $11.7K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-125- 8.8% |
$23.9K - $28.2K
|
1.3K
$242K
|
|
Apr 20, 2022
Q1 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-903Closed |
$173K - $203K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.35KClosed |
$1.02M - $1.2M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
SELL
|
- |
-1.69KClosed |
$324K - $381K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.41% |
$192 - $225
|
247
$46.1K
|
|
Apr 18, 2022
Q1 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-5.69KClosed |
$1.09M - $1.28M
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.65KClosed |
$315K - $371K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
150+ 7.22% |
$28.7K - $33.8K
|
2.23K
$416K
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.21KClosed |
$232K - $273K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-178- 4.63% |
$34.1K - $40.1K
|
3.67K
$685K
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-37K- 7.99% |
$7.09M - $8.34M
|
426K
$79.5M
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-550Closed |
$105K - $124K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.97KClosed |
$378K - $445K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.38K- 21.54% |
$264K - $310K
|
5.02K
$937K
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
SELL
|
- |
-904Closed |
$173K - $204K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
38.3KNew |
$7.33M - $8.63M
|
38.3K
$7.15M
|
|
Apr 11, 2022
Q1 2022
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
75+ 3.95% |
$14.4K - $16.9K
|
1.98K
$369K
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-10.7KClosed |
$2.05M - $2.42M
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-944Closed |
$181K - $213K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
PUT |
400New |
$76.6K - $90.1K
|
400
$74.7K
|
|
Q4 2021 | |||||||
Mar 24, 2023
Q4 2021
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-1.09KClosed |
$232K - $265K
|
0
$0
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
45New |
$9.55K - $10.9K
|
45
$8.4K
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
50New |
$10.6K - $12.1K
|
50
$9.34K
|
|
Feb 15, 2022
Q4 2021
|
Main Management Fund Advisors LLC
San Francisco, CA |
SELL
|
- |
-89.2KClosed |
$18.9M - $21.6M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-588Closed |
$125K - $143K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Newfoundland Capital Management
Sao Paulo, D5 |
BUY
|
- |
1.4KNew |
$297K - $340K
|
1.4K
$261K
|
|
Feb 14, 2022
Q4 2021
|
Blackstone Inc
New York, NY |
SELL
|
- |
-1MClosed |
$212M - $243M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
PUT |
4K+ 400.0% |
$848K - $970K
|
5K
$934K
|
|
Feb 14, 2022
Q4 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-32.8K- 70.84% |
$6.97M - $7.97M
|
13.5K
$2.52M
|
|
Feb 14, 2022
Q4 2021
|
Hound Partners, LLC
New York, NY |
BUY
|
PUT |
60KNew |
$12.7M - $14.6M
|
60K
$11.2M
|
|
Feb 14, 2022
Q4 2021
|
Governors Lane LP
New York, NY |
SELL
|
PUT |
-87KClosed |
$18.5M - $21.1M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
P2 Capital Partners, LLC
New York, NY |
SELL
|
- |
-364KClosed |
$77.3M - $88.4M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Leonard Green & Partners, L.P.
Los Angeles, CA |
BUY
|
PUT |
1.2MNew |
$255M - $291M
|
1.2M
$224M
|
|
Feb 14, 2022
Q4 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-74.5KClosed |
$15.8M - $18.1M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-86Closed |
$18.2K - $20.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Anchorage Capital Group, L.L.C.
New York, NY |
SELL
|
PUT |
-2.5MClosed |
$530M - $606M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
325 Capital LLC
New York, NY |
BUY
|
- |
12.7KNew |
$2.68M - $3.07M
|
12.7K
$2.36M
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.02KClosed |
$217K - $248K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-75K- 75.0% |
$15.9M - $18.2M
|
25K
$4.67M
|
|
Feb 14, 2022
Q4 2021
|
United Maritime Capital LLC
New York, NY |
SELL
|
- |
-1KClosed |
$212K - $243K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Lodbrok Capital LLP
London, X0 |
SELL
|
PUT |
-477KClosed |
$101M - $116M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-277KClosed |
$58.8M - $67.2M
|
0
$0
|