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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Velan Capital Investment Management LP
Alpharetta, GA |
SELL
|
PUT |
-50K- 33.33% |
$9.47M - $10.5M
|
100K
$23.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-44.6KClosed |
$8.45M - $9.38M
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-43K- 97.01% |
$8.14M - $9.04M
|
1.32K
$314K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-16.9K- 38.41% |
$3.2M - $3.55M
|
27.1K
$6.44M
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.99K- 56.4% |
$755K - $838K
|
3.08K
$732K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
PUT |
-3.4K- 45.33% |
$644K - $715K
|
4.1K
$974K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.97K- 23.94% |
$563K - $625K
|
9.44K
$2.24M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-2.5K- 88.57% |
$474K - $527K
|
323
$76.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
CALL |
-1.7K- 26.15% |
$322K - $358K
|
4.8K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-1.16K- 52.35% |
$219K - $243K
|
1.05K
$250K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-789- 1.25% |
$149K - $166K
|
62.5K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-785- 15.7% |
$149K - $165K
|
4.22K
$1M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-550- 31.34% |
$104K - $116K
|
1.21K
$286K
|
|
|
May 10, 2024
Q1 2024
|
Cliffwater LLC
Marina Del Rey, CA |
SELL
|
- |
-516- 29.84% |
$97.8K - $109K
|
1.21K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-500- 9.81% |
$94.7K - $105K
|
4.6K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-378- 7.23% |
$71.6K - $79.5K
|
4.85K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-211- 4.65% |
$40K - $44.4K
|
4.33K
$1.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-193- 14.04% |
$36.6K - $40.6K
|
1.18K
$281K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-180- 28.89% |
$34.1K - $37.9K
|
443
$105K
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-176- 1.16% |
$33.3K - $37K
|
15K
$3.56M
|
|
|
May 13, 2024
Q1 2024
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-161- 4.26% |
$30.5K - $33.9K
|
3.62K
$860K
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-104- 2.68% |
$19.7K - $21.9K
|
3.78K
$896K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
PUT |
-100- 25.0% |
$18.9K - $21K
|
300
$71.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-72- 29.51% |
$13.6K - $15.1K
|
172
$40.8K
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-58- 0.9% |
$11K - $12.2K
|
6.42K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-56- 7.46% |
$10.6K - $11.8K
|
695
$165K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-52- 5.03% |
$9.85K - $10.9K
|
982
$233K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-50- 4.17% |
$9.47K - $10.5K
|
1.15K
$273K
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-46- 20.63% |
$8.72K - $9.67K
|
177
$42K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-32- 3.02% |
$6.06K - $6.73K
|
1.03K
$244K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-21- 17.36% |
$3.98K - $4.42K
|
100
$23.7K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-16Closed |
$3.03K - $3.36K
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Qvr LLC
|
SELL
|
PUT |
-2.47M- 94.64% |
$401M - $506M
|
140K
$33.2M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-115K- 91.21% |
$18.7M - $23.6M
|
11.1K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-76.8K- 56.08% |
$12.5M - $15.7M
|
60.2K
$14.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-76.8K- 96.14% |
$12.5M - $15.7M
|
3.08K
$731K
|
|
|
Feb 09, 2024
Q4 2023
|
Bayview Asset Management, LLC
Coral Gables, FL |
SELL
|
PUT |
-51.5K- 34.59% |
$8.35M - $10.5M
|
97.4K
$23.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
PUT |
-33.8K- 14.18% |
$5.48M - $6.92M
|
205K
$48.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
PUT |
-32K- 13.47% |
$5.19M - $6.55M
|
206K
$48.8M
|
|
|
May 16, 2024
Q4 2023
|
Connective Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-14.3K- 41.16% |
$2.33M - $2.94M
|
20.5K
$4.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-8.96K- 67.63% |
$1.45M - $1.84M
|
4.29K
$1.02M
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-1.63KClosed |
$264K - $333K
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.19K- 58.28% |
$193K - $244K
|
851
$202K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.1K- 51.43% |
$178K - $225K
|
1.04K
$246K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-621- 3.61% |
$101K - $127K
|
16.6K
$3.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-427- 0.4% |
$69.3K - $87.5K
|
107K
$25.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-313- 20.47% |
$50.8K - $64.1K
|
1.22K
$289K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-254- 18.27% |
$41.2K - $52K
|
1.14K
$270K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-250- 19.44% |
$40.6K - $51.2K
|
1.04K
$246K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-105- 2.58% |
$17K - $21.5K
|
3.97K
$942K
|
|