Latest Institutional Purchases of Ishares Russell 2000 ETF (IWM)
This list provides information on the latest institutional transactions involving Ishares Russell 2000 ETF (IWM) stock that were buys. 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 purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
CALL |
226KNew |
$39.4M - $48.7M
|
226K
$51M
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
219KNew |
$38.3M - $47.2M
|
219K
$49.5M
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
91.8K+ 843.6% |
$16.1M - $19.8M
|
103K
$23.2M
|
|
Jul 09, 2025
Q2 2025
|
Reinhart Partners, Inc.
|
BUY
|
- |
88.4KNew |
$15.5M - $19.1M
|
88.4K
$20M
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
79.7KNew |
$13.9M - $17.2M
|
79.7K
$18M
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
49K+ 70.52% |
$8.57M - $10.6M
|
119K
$26.8M
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
39.2KNew |
$6.86M - $8.47M
|
39.2K
$8.87M
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
BUY
|
- |
34.4K+ 11.74% |
$6.01M - $7.42M
|
327K
$74.1M
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
31.1KNew |
$5.43M - $6.71M
|
31.1K
$7.03M
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
29.5KNew |
$5.16M - $6.36M
|
29.5K
$6.67M
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
28.4KNew |
$4.96M - $6.12M
|
28.4K
$6.41M
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
27.4K+ 751.47% |
$4.8M - $5.92M
|
31.1K
$7.03M
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
26.1K+ 10.57% |
$4.56M - $5.62M
|
273K
$61.7M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
PUT |
23.5KNew |
$4.11M - $5.07M
|
23.5K
$5.32M
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
22.6KNew |
$3.94M - $4.87M
|
22.6K
$5.1M
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
22.1K+ 14.08% |
$3.86M - $4.77M
|
179K
$40.5M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
21.9K+ 78.85% |
$3.82M - $4.72M
|
49.6K
$11.2M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20.2K+ 207.29% |
$3.54M - $4.37M
|
30K
$6.78M
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
20K+ 152.5% |
$3.5M - $4.32M
|
33.1K
$7.49M
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
16.5KNew |
$2.88M - $3.55M
|
16.5K
$3.72M
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
12.2KNew |
$2.13M - $2.63M
|
12.2K
$2.76M
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
11.4KNew |
$1.99M - $2.46M
|
11.4K
$2.58M
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10.3K+ 59.28% |
$1.8M - $2.22M
|
27.6K
$6.25M
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.1K+ 12.03% |
$1.76M - $2.17M
|
93.6K
$21.2M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.5K+ 5.1% |
$1.66M - $2.05M
|
196K
$44.3M
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
9.21K+ 278.3% |
$1.61M - $1.99M
|
12.5K
$2.83M
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8.03KNew |
$1.4M - $1.73M
|
8.03K
$1.82M
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
7.42KNew |
$1.3M - $1.6M
|
7.42K
$1.68M
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
PUT |
7.3K+ 35.44% |
$1.28M - $1.58M
|
27.9K
$6.31M
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7.11K+ 2.02% |
$1.24M - $1.53M
|
359K
$81.3M
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.05K+ 7.35% |
$1.23M - $1.52M
|
103K
$23.3M
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6.99K+ 56.07% |
$1.22M - $1.51M
|
19.5K
$4.4M
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
6.42KNew |
$1.12M - $1.39M
|
6.42K
$1.45M
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.16K+ 339.1% |
$1.08M - $1.33M
|
7.97K
$1.8M
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
5.82K+ 44.94% |
$1.02M - $1.26M
|
18.8K
$4.25M
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.26K+ 279.53% |
$919K - $1.13M
|
7.14K
$1.61M
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
5.12K+ 6.93% |
$895K - $1.1M
|
79K
$17.9M
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
5.03K+ 53.59% |
$879K - $1.08M
|
14.4K
$3.26M
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
4.66K+ 26.62% |
$815K - $1.01M
|
22.2K
$5.02M
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
4.64K+ 12.57% |
$812K - $1M
|
41.6K
$9.4M
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
4.47KNew |
$781K - $964K
|
4.47K
$1.01M
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.41K+ 72.47% |
$771K - $951K
|
10.5K
$2.37M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.38K+ 18.48% |
$766K - $945K
|
28.1K
$6.35M
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
4.3K+ 27.56% |
$752K - $928K
|
19.9K
$4.5M
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.27K+ 5.78% |
$746K - $921K
|
78.1K
$17.7M
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.22K+ 3.9% |
$738K - $911K
|
113K
$25.5M
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
4.1K+ 52.7% |
$716K - $884K
|
11.9K
$2.69M
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.82K+ 8.26% |
$668K - $825K
|
50.1K
$11.3M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.46K+ 271.86% |
$605K - $746K
|
4.73K
$1.07M
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.4K+ 4.8% |
$594K - $734K
|
74.2K
$16.8M
|