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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
13.8KNew |
$2.65M - $2.88M
|
13.8K
$3.1M
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
13.7K+ 57.47% |
$2.65M - $2.88M
|
37.6K
$8.49M
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
13.7K+ 17.63% |
$2.64M - $2.86M
|
91.3K
$20.6M
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
13.3K+ 3.77% |
$2.56M - $2.78M
|
365K
$82.4M
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13.1K+ 24.71% |
$2.53M - $2.75M
|
66.2K
$14.9M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13.1K+ 10.07% |
$2.53M - $2.74M
|
143K
$32.3M
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
13KNew |
$2.5M - $2.71M
|
13K
$2.93M
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
12.9KNew |
$2.49M - $2.7M
|
12.9K
$2.91M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 11.98% |
$2.46M - $2.67M
|
119K
$26.9M
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
12.3K+ 38.71% |
$2.38M - $2.58M
|
44.2K
$9.96M
|
|
Aug 14, 2024
Q2 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
12.2KNew |
$2.35M - $2.55M
|
12.2K
$2.75M
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
12.1K+ 99.3% |
$2.34M - $2.54M
|
24.3K
$5.49M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.1K+ 2.77% |
$2.33M - $2.53M
|
447K
$101M
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12K+ 33.17% |
$2.32M - $2.52M
|
48.3K
$10.9M
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
PUT |
12KNew |
$2.31M - $2.51M
|
12K
$2.71M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.5K+ 13.45% |
$2.23M - $2.42M
|
97.4K
$22M
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.8K+ 20.5% |
$2.08M - $2.26M
|
63.4K
$14.3M
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$1.94M - $2.1M
|
10K
$2.26M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
9.97KNew |
$1.92M - $2.09M
|
9.97K
$2.25M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
CALL |
9.8KNew |
$1.89M - $2.05M
|
9.8K
$2.21M
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
9.13KNew |
$1.76M - $1.91M
|
9.13K
$2.06M
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.12K+ 32.44% |
$1.76M - $1.91M
|
37.2K
$8.4M
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.94K+ 126.67% |
$1.72M - $1.87M
|
16K
$3.61M
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
8.73K+ 9.08% |
$1.68M - $1.83M
|
105K
$23.7M
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
8.7K+ 291.95% |
$1.68M - $1.82M
|
11.7K
$2.64M
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
8.59K+ 4.1% |
$1.66M - $1.8M
|
218K
$49.2M
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
8.54K+ 26.24% |
$1.65M - $1.79M
|
41.1K
$9.27M
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
8.18K+ 8.78% |
$1.58M - $1.71M
|
101K
$22.9M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.85K+ 2.72% |
$1.51M - $1.64M
|
297K
$67M
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.64K+ 12.9% |
$1.47M - $1.6M
|
66.9K
$15.1M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.51K+ 7.4% |
$1.45M - $1.57M
|
109K
$24.6M
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.46K+ 11.31% |
$1.44M - $1.56M
|
73.3K
$16.6M
|
|
Jul 29, 2024
Q2 2024
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
7.3K+ 20.86% |
$1.41M - $1.53M
|
42.3K
$9.54M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.63K+ 0.72% |
$1.28M - $1.39M
|
925K
$209M
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.6K+ 20.47% |
$1.27M - $1.38M
|
38.9K
$8.77M
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.41KNew |
$1.24M - $1.34M
|
6.41K
$1.45M
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.21K+ 140.72% |
$1.2M - $1.3M
|
10.6K
$2.4M
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
6.19K+ 9.65% |
$1.19M - $1.3M
|
70.4K
$15.9M
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
6.1K+ 5.99% |
$1.18M - $1.28M
|
108K
$24.4M
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
6.06KNew |
$1.17M - $1.27M
|
6.06K
$1.37M
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.03KNew |
$1.16M - $1.26M
|
6.03K
$1.36M
|
|
Aug 14, 2024
Q2 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
6KNew |
$1.16M - $1.26M
|
6K
$1.35M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.99K+ 5.33% |
$1.16M - $1.25M
|
118K
$26.7M
|
|
Aug 13, 2024
Q2 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
5.9K+ 92.97% |
$1.14M - $1.24M
|
12.2K
$2.76M
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
5.76K+ 10.45% |
$1.11M - $1.21M
|
60.8K
$13.7M
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
5.73K+ 85.41% |
$1.1M - $1.2M
|
12.4K
$2.8M
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
- |
5.66K+ 186.22% |
$1.09M - $1.19M
|
8.7K
$1.96M
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.49K+ 31.2% |
$1.06M - $1.15M
|
23.1K
$5.2M
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
5.38K+ 8.86% |
$1.04M - $1.13M
|
66K
$14.9M
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
5.35K+ 140.95% |
$1.03M - $1.12M
|
9.14K
$2.06M
|