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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.85K+ 7716.67% |
$372K - $416K
|
1.88K
$447K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.85K+ 64.96% |
$371K - $414K
|
4.69K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.83KNew |
$367K - $410K
|
1.83K
$435K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.82K+ 14.11% |
$365K - $408K
|
14.7K
$3.51M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.8K+ 61.02% |
$362K - $404K
|
4.75K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.8K+ 9.34% |
$361K - $403K
|
21K
$5.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.79K+ 8.35% |
$360K - $403K
|
23.3K
$5.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.79K+ 2.72% |
$359K - $402K
|
67.5K
$16.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.79K+ 10.65% |
$359K - $401K
|
18.5K
$4.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.79K+ 39.31% |
$359K - $401K
|
6.33K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.78K+ 24.22% |
$357K - $399K
|
9.11K
$2.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.78K+ 3.35% |
$357K - $399K
|
54.7K
$13M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.76K+ 105.69% |
$354K - $396K
|
3.43K
$819K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1.76K+ 25.96% |
$353K - $395K
|
8.53K
$2.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.72K+ 1.29% |
$345K - $385K
|
135K
$32.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.72KNew |
$345K - $385K
|
1.72K
$409K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.7KNew |
$342K - $382K
|
1.7K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.7KNew |
$341K - $382K
|
1.7K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.66K+ 2.7% |
$334K - $374K
|
63.2K
$15.1M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.65K+ 92.07% |
$331K - $370K
|
3.44K
$820K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.64K+ 1.74% |
$328K - $367K
|
95.8K
$22.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.63KNew |
$327K - $366K
|
1.63K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.62K+ 8.61% |
$326K - $365K
|
20.5K
$4.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.62K+ 19.78% |
$326K - $364K
|
9.82K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.6KNew |
$321K - $359K
|
1.6K
$382K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.6K+ 7.64% |
$321K - $359K
|
22.5K
$5.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1.57K+ 44.0% |
$315K - $352K
|
5.14K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.56K+ 10.6% |
$314K - $351K
|
16.3K
$3.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.54KNew |
$310K - $347K
|
1.54K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.52K+ 14.65% |
$305K - $341K
|
11.9K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.51K+ 16.7% |
$304K - $340K
|
10.6K
$2.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.51K+ 2.08% |
$304K - $340K
|
74.1K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.51KNew |
$303K - $339K
|
1.51K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.5KNew |
$301K - $337K
|
1.5K
$358K
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.5KNew |
$301K - $337K
|
1.5K
$358K
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.49K+ 36.33% |
$298K - $334K
|
5.57K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.48KNew |
$297K - $332K
|
1.48K
$352K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.47K+ 22.9% |
$296K - $331K
|
7.91K
$1.89M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.46K+ 4.24% |
$293K - $327K
|
35.8K
$8.53M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
1.45K+ 6.17% |
$292K - $326K
|
25K
$5.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.44K+ 2.88% |
$289K - $324K
|
51.5K
$12.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.43KNew |
$287K - $321K
|
1.43K
$341K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.42K+ 83.01% |
$285K - $318K
|
3.12K
$745K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.41K+ 72.58% |
$283K - $317K
|
3.36K
$800K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.4K+ 43.97% |
$281K - $315K
|
4.59K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
PUT |
1.4KNew |
$281K - $314K
|
1.4K
$334K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.4K+ 13.92% |
$281K - $314K
|
11.5K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1.4K+ 2.35% |
$281K - $314K
|
60.8K
$14.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.39K+ 7.46% |
$279K - $312K
|
20K
$4.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.38K+ 4.16% |
$278K - $310K
|
34.6K
$8.25M
|