Latest Institutional Sells of Ishares Russell 2000 ETF (IWM)
This list provides information on the latest institutional transactions involving Ishares Russell 2000 ETF (IWM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-300- 15.71% |
$57.9K - $62.8K
|
1.61K
$368K
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-281- 14.18% |
$54.2K - $58.9K
|
1.7K
$389K
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-275- 21.7% |
$53K - $57.6K
|
992
$227K
|
|
Jul 15, 2024
Q2 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-249- 10.82% |
$48K - $52.2K
|
2.05K
$470K
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-244- 11.35% |
$47.1K - $51.1K
|
1.91K
$436K
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-240- 50.0% |
$46.3K - $50.3K
|
240
$54.9K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-232- 6.57% |
$44.7K - $48.6K
|
3.3K
$755K
|
|
Aug 14, 2024
Q2 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-218- 1.11% |
$42K - $45.7K
|
19.4K
$4.43M
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-218- 51.42% |
$42K - $45.7K
|
206
$47.1K
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-211- 10.92% |
$40.7K - $44.2K
|
1.72K
$394K
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-211- 67.85% |
$40.7K - $44.2K
|
100
$22.9K
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-207- 10.29% |
$39.9K - $43.4K
|
1.81K
$413K
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-200- 80.32% |
$38.6K - $41.9K
|
49
$11.2K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-162- 2.36% |
$31.2K - $33.9K
|
6.69K
$1.53M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-153- 87.43% |
$29.5K - $32K
|
22
$5.03K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-127- 2.31% |
$24.5K - $26.6K
|
5.36K
$1.23M
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-113- 10.57% |
$21.8K - $23.7K
|
956
$219K
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-105- 6.89% |
$20.2K - $22K
|
1.42K
$324K
|
|
Jul 30, 2024
Q2 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-103- 6.54% |
$19.9K - $21.6K
|
1.47K
$337K
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-98- 2.85% |
$18.9K - $20.5K
|
3.35K
$765K
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-96- 3.22% |
$18.5K - $20.1K
|
2.89K
$660K
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-91- 5.24% |
$17.5K - $19.1K
|
1.65K
$377K
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-88- 3.66% |
$17K - $18.4K
|
2.32K
$530K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-88- 2.67% |
$17K - $18.4K
|
3.21K
$733K
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-80- 0.76% |
$15.4K - $16.8K
|
10.4K
$2.39M
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-80- 3.35% |
$15.4K - $16.8K
|
2.31K
$527K
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-71- 18.11% |
$13.7K - $14.9K
|
321
$73.4K
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-65- 16.25% |
$12.5K - $13.6K
|
335
$76.6K
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-60- 0.44% |
$11.6K - $12.6K
|
13.7K
$3.13M
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-57- 39.31% |
$11K - $11.9K
|
88
$20.1K
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-56- 1.86% |
$10.8K - $11.7K
|
2.96K
$676K
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-55- 20.83% |
$10.6K - $11.5K
|
209
$47.8K
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-54- 4.52% |
$10.4K - $11.3K
|
1.14K
$261K
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-52- 1.57% |
$10K - $10.9K
|
3.27K
$747K
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-50- 16.23% |
$9.64K - $10.5K
|
258
$59K
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-50- 6.98% |
$9.64K - $10.5K
|
666
$152K
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-49- 21.03% |
$9.45K - $10.3K
|
184
$42.1K
|
|
Aug 13, 2024
Q2 2024
|
Wallace Hart LLC
Lexington, KY |
SELL
|
- |
-47- 41.59% |
$9.06K - $9.84K
|
66
$15.1K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-46- 0.99% |
$8.87K - $9.63K
|
4.59K
$1.05M
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-45- 0.65% |
$8.68K - $9.42K
|
6.87K
$1.57M
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-43- 0.64% |
$8.29K - $9.01K
|
6.63K
$1.52M
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-40- 0.84% |
$7.71K - $8.38K
|
4.71K
$1.08M
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-37- 2.29% |
$7.14K - $7.75K
|
1.58K
$361K
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-32- 1.01% |
$6.17K - $6.7K
|
3.12K
$714K
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-28- 0.9% |
$5.4K - $5.86K
|
3.09K
$706K
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-25- 0.38% |
$4.82K - $5.24K
|
6.57K
$1.5M
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-21- 1.71% |
$4.05K - $4.4K
|
1.2K
$275K
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-21- 2.11% |
$4.05K - $4.4K
|
973
$223K
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-20- 0.81% |
$3.86K - $4.19K
|
2.46K
$563K
|
|
Jul 23, 2024
Q2 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.66% |
$3.86K - $4.19K
|
3K
$685K
|