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 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
5.15KNew |
$993K - $1.08M
|
5.15K
$1.16M
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
5.11KNew |
$986K - $1.07M
|
5.11K
$1.15M
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
5KNew |
$965K - $1.05M
|
5K
$1.13M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.9K+ 11.08% |
$945K - $1.03M
|
49.1K
$11.1M
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4.9K+ 4900.0% |
$945K - $1.03M
|
5K
$1.13M
|
|
Aug 12, 2024
Q2 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
4.85K+ 96.19% |
$935K - $1.02M
|
9.89K
$2.23M
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
4.82K+ 3.81% |
$930K - $1.01M
|
131K
$29.6M
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4.75KNew |
$916K - $995K
|
4.75K
$1.07M
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
4.62KNew |
$891K - $968K
|
4.62K
$1.04M
|
|
Aug 12, 2024
Q2 2024
|
Yost Capital Management, LP
Fort Worth, TX |
BUY
|
- |
4.6KNew |
$887K - $963K
|
4.6K
$1.04M
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.54KNew |
$876K - $952K
|
4.54K
$1.03M
|
|
Aug 12, 2024
Q2 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
4.47K+ 496.67% |
$862K - $936K
|
5.37K
$1.21M
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.45KNew |
$859K - $932K
|
4.45K
$1M
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.44K+ 94.11% |
$856K - $930K
|
9.16K
$2.07M
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
4.28K+ 15.65% |
$824K - $895K
|
31.6K
$7.13M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.26K+ 21.18% |
$822K - $893K
|
24.4K
$5.51M
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.24K+ 2.07% |
$818K - $889K
|
209K
$47.1M
|
|
Aug 14, 2024
Q2 2024
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
4.23K+ 325.08% |
$815K - $885K
|
5.53K
$1.25M
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.15K+ 2.39% |
$799K - $868K
|
178K
$40.1M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.1K+ 31.52% |
$790K - $858K
|
17.1K
$3.86M
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.09K+ 24.82% |
$789K - $857K
|
20.6K
$4.64M
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
4.03K+ 0.14% |
$777K - $843K
|
2.98M
$673M
|
|
Aug 14, 2024
Q2 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
4.01K+ 192.74% |
$773K - $839K
|
6.09K
$1.37M
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4KNew |
$771K - $838K
|
4K
$903K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.82K+ 6.54% |
$736K - $800K
|
62.2K
$14M
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.81K+ 3.24% |
$735K - $798K
|
121K
$27.4M
|
|
Jul 16, 2024
Q2 2024
|
Platt Investment Counsel, LLC
|
BUY
|
- |
3.78K+ 4.88% |
$730K - $792K
|
81.3K
$18.3M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.75K+ 27.77% |
$724K - $786K
|
17.3K
$3.9M
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.69K+ 194.42% |
$712K - $773K
|
5.59K
$1.26M
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
3.62KNew |
$699K - $759K
|
3.62K
$818K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.62KNew |
$698K - $759K
|
3.62K
$817K
|
|
Aug 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
3.54K+ 184.29% |
$683K - $742K
|
5.46K
$1.23M
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
3.32K+ 181.08% |
$640K - $696K
|
5.16K
$1.16M
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.27K+ 146.51% |
$631K - $685K
|
5.5K
$1.24M
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.23K+ 78.9% |
$624K - $677K
|
7.33K
$1.65M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.2K+ 16.43% |
$617K - $670K
|
22.7K
$5.11M
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
3.2K+ 1.86% |
$616K - $669K
|
175K
$39.5M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.15K+ 2.0% |
$607K - $659K
|
160K
$36.2M
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
3.14K+ 1.69% |
$606K - $658K
|
189K
$42.6M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.11K+ 13.78% |
$599K - $651K
|
25.6K
$5.79M
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
3.09K+ 5.5% |
$595K - $647K
|
59.2K
$13.4M
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.05K+ 9.14% |
$588K - $639K
|
36.4K
$8.22M
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
3K+ 11.4% |
$579K - $629K
|
29.3K
$6.62M
|
|
Aug 13, 2024
Q2 2024
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
PUT |
3KNew |
$579K - $628K
|
3K
$677K
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.98K+ 6.3% |
$575K - $624K
|
50.3K
$11.4M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
2.98K+ 11900.0% |
$574K - $623K
|
3K
$677K
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.93K+ 2993.88% |
$566K - $614K
|
3.03K
$684K
|
|
Aug 14, 2024
Q2 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.9KNew |
$558K - $607K
|
2.9K
$653K
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.89K+ 5.25% |
$557K - $605K
|
57.9K
$13.1M
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.84K+ 161.29% |
$548K - $595K
|
4.6K
$1.04M
|