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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
3KNew |
$594K - $689K
|
3K
$654K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
3KNew |
$594K - $689K
|
3K
$654K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
2.99K+ 26.48% |
$593K - $688K
|
14.3K
$3.12M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
PUT |
2.99KNew |
$593K - $688K
|
2.99K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
2.96KNew |
$586K - $680K
|
2.96K
$645K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.96K+ 4.79% |
$586K - $680K
|
64.7K
$14.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
2.94K+ 159.22% |
$583K - $677K
|
4.79K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.92K+ 5.82% |
$579K - $671K
|
53.1K
$11.6M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.9K+ 31.83% |
$574K - $666K
|
12K
$2.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.9K+ 223.11% |
$574K - $665K
|
4.19K
$914K
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
2.85K+ 10.83% |
$565K - $655K
|
29.2K
$6.36M
|
|
|
May 14, 2025
Q1 2025
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
PUT |
2.85K+ 95.0% |
$565K - $655K
|
5.85K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.83K+ 77.63% |
$561K - $651K
|
6.48K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.72K+ 84.36% |
$540K - $626K
|
5.95K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.68K+ 19.56% |
$532K - $617K
|
16.4K
$3.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.67K+ 5.67% |
$529K - $614K
|
49.7K
$10.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.66KNew |
$527K - $611K
|
2.66K
$580K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.66K+ 2.0% |
$526K - $610K
|
135K
$29.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
2.62K+ 26.44% |
$518K - $601K
|
12.5K
$2.73M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.6K+ 67.33% |
$514K - $597K
|
6.45K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.6K+ 4.5% |
$514K - $597K
|
60.4K
$13.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.58K+ 88.03% |
$511K - $593K
|
5.51K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
2.51K+ 24.38% |
$498K - $577K
|
12.8K
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
CALL |
2.5K+ 43.86% |
$495K - $574K
|
8.2K
$1.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
2.5K+ 33.33% |
$495K - $574K
|
10K
$2.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
CALL |
2.5KNew |
$495K - $574K
|
2.5K
$545K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.5K+ 6.1% |
$495K - $574K
|
43.4K
$9.47M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.46K+ 27288.89% |
$487K - $564K
|
2.47K
$537K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.44K+ 5.65% |
$484K - $561K
|
45.7K
$9.96M
|
|
|
May 12, 2025
Q1 2025
|
Neumeier Poma Investment Counsel LLC
|
BUY
|
- |
2.43KNew |
$480K - $557K
|
2.43K
$529K
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
2.41K+ 6.03% |
$478K - $554K
|
42.4K
$9.25M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.39K+ 50.74% |
$474K - $550K
|
7.11K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.39K+ 4.38% |
$473K - $548K
|
56.9K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
PUT |
2.38KNew |
$471K - $546K
|
2.38K
$518K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.37K+ 65.65% |
$470K - $545K
|
5.99K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.34K+ 3.57% |
$463K - $537K
|
67.8K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.31K+ 2.53% |
$458K - $531K
|
93.5K
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
2.3KNew |
$456K - $529K
|
2.3K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.27KNew |
$449K - $521K
|
2.27K
$494K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.26K+ 115.79% |
$447K - $519K
|
4.21K
$917K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2.24K+ 10.19% |
$443K - $514K
|
24.2K
$5.27M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.22K+ 29.28% |
$439K - $509K
|
9.78K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.18K+ 97.54% |
$432K - $502K
|
4.42K
$964K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.18K+ 9.86% |
$432K - $501K
|
24.3K
$5.3M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2.1K+ 12.65% |
$417K - $483K
|
18.7K
$4.08M
|
|
|
May 13, 2025
Q1 2025
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
PUT |
2.1KNew |
$416K - $483K
|
2.1K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
2.09KNew |
$414K - $480K
|
2.09K
$455K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.09K+ 0.95% |
$413K - $480K
|
221K
$48.2M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.07K+ 90.76% |
$411K - $476K
|
4.36K
$950K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
2.05KNew |
$407K - $472K
|
2.05K
$448K
|