Latest Institutional Transactions on Proshares Ultra Russell 2000 (UWM)
This table provides information on the latest institutional transactions involving Proshares Ultra Russell 2000 (UWM) 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, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-8.6K- 15.98% |
$353K - $437K
|
45.2K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
18.3KNew |
$750K - $928K
|
18.3K
$640K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
7.59KNew |
$312K - $386K
|
7.59K
$266K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
27.1KNew |
$1.11M - $1.38M
|
27.1K
$952K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
10.8KNew |
$442K - $547K
|
10.8K
$377K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.74KNew |
$236K - $292K
|
5.74K
$201K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-93.7K- 75.86% |
$3.85M - $4.76M
|
29.8K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-79- 1.2% |
$3.24K - $4.01K
|
6.5K
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
35.7KNew |
$1.47M - $1.82M
|
35.7K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
19.4K+ 42.48% |
$796K - $985K
|
65K
$2.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-702- 32.22% |
$28.8K - $35.7K
|
1.48K
$51.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
16.3KNew |
$671K - $830K
|
16.3K
$573K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
188+ 2.59% |
$7.72K - $9.55K
|
7.45K
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
197KNew |
$8.09M - $10M
|
197K
$6.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
8.22KNew |
$338K - $418K
|
8.22K
$288K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28New |
$1.02K - $1.27K
|
28
$982
|
|
|
Nov 14, 2024
Q3 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
5KNew |
$182K - $227K
|
5K
$175K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
7.5KNew |
$272K - $340K
|
7.5K
$263K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$36.3 - $45.3
|
1
$35.1
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
754New |
$27.4K - $34.2K
|
754
$26.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
28.7K+ 99.65% |
$1.04M - $1.3M
|
57.5K
$2.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.42KNew |
$124K - $155K
|
3.42K
$120K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
275New |
$9.99K - $12.5K
|
275
$9.64K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
50New |
$1.82K - $2.27K
|
50
$1.75K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-9.13K- 64.12% |
$332K - $414K
|
5.11K
$179K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
250New |
$9.08K - $11.3K
|
250
$8.77K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-550- 13.25% |
$18.7K - $22K
|
3.6K
$126K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
326New |
$11.1K - $13K
|
326
$11.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
22KNew |
$751K - $882K
|
22K
$773K
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
475+ 3.25% |
$16.2K - $19K
|
15.1K
$529K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.1KNew |
$412K - $484K
|
12.1K
$424K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5New |
$170 - $200
|
5
$175
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.47K+ 18.99% |
$49.9K - $58.6K
|
9.18K
$322K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200+ 22.22% |
$6.75K - $8.17K
|
1.1K
$38.6K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.46KNew |
$49.3K - $59.6K
|
1.46K
$51.2K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.25K- 6.39% |
$42.2K - $51K
|
18.3K
$642K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
400New |
$13.5K - $16.3K
|
400
$14K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
18.4K+ 90.44% |
$620K - $750K
|
38.7K
$1.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-2.7K- 69.23% |
$91.1K - $110K
|
1.2K
$42.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Client First Investment Management LLC
West Bend, WI |
SELL
|
- |
-17.8K- 14.99% |
$600K - $726K
|
101K
$3.53M
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
168New |
$4.25K - $6.66K
|
168
$5.89K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.4KNew |
$466K - $729K
|
18.4K
$646K
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10K+ 38.38% |
$253K - $396K
|
36.1K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
108New |
$2.73K - $4.28K
|
108
$3.79K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
30.2KNew |
$765K - $1.2M
|
30.2K
$1.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 1.39% |
$25.3 - $39.6
|
73
$2.56K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
609New |
$15.4K - $24.1K
|
609
$21.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.59KNew |
$218K - $340K
|
8.59K
$301K
|
|
|
Jan 12, 2024
Q4 2023
|
Guild Investment Management, Inc.
|
BUY
|
- |
60.9KNew |
$1.54M - $2.41M
|
60.9K
$2.13M
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
25New |
$739 - $963
|
25
$877
|
|