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 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 8.98% |
$405K - $470K
|
24.8K
$5.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
2K+ 50.0% |
$396K - $460K
|
6K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.99KNew |
$394K - $457K
|
1.99K
$433K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.96KNew |
$387K - $449K
|
1.96K
$426K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.96K+ 2.9% |
$387K - $449K
|
69.5K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.95K+ 98.14% |
$386K - $448K
|
3.94K
$858K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
1.92KNew |
$379K - $440K
|
1.92K
$417K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.89KNew |
$374K - $434K
|
1.89K
$412K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.88K+ 8.78% |
$372K - $432K
|
23.3K
$5.08M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.87KNew |
$371K - $430K
|
1.87K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.86K+ 4.22% |
$368K - $427K
|
45.9K
$10M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.84KNew |
$365K - $423K
|
1.84K
$402K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.82KNew |
$360K - $417K
|
1.82K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Verger Capital Management LLC
|
BUY
|
- |
1.81K+ 7.28% |
$359K - $416K
|
26.7K
$5.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1.8KNew |
$357K - $414K
|
1.8K
$392K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.8KNew |
$356K - $412K
|
1.8K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
1.79K+ 6.2% |
$355K - $412K
|
30.7K
$6.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
1.79K+ 16.66% |
$355K - $412K
|
12.6K
$2.74M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.79K+ 358.0% |
$355K - $411K
|
2.29K
$499K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.74KNew |
$344K - $399K
|
1.74K
$378K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.74K+ 26.03% |
$344K - $399K
|
8.4K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.73K+ 21.22% |
$343K - $398K
|
9.89K
$2.16M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.73K+ 1.79% |
$342K - $397K
|
98.4K
$21.5M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
CALL |
1.7KNew |
$337K - $391K
|
1.7K
$371K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.7KNew |
$337K - $391K
|
1.7K
$371K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.69K+ 0.21% |
$334K - $388K
|
824K
$180M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1.66K+ 4.95% |
$329K - $382K
|
35.2K
$7.68M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.66K+ 8.37% |
$329K - $381K
|
21.5K
$4.68M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.66K+ 13.63% |
$328K - $380K
|
13.8K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.65K+ 0.39% |
$326K - $378K
|
424K
$92.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
BUY
|
- |
1.63K+ 59.77% |
$324K - $375K
|
4.37K
$952K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
1.61K+ 96.29% |
$319K - $370K
|
3.28K
$715K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.6KNew |
$317K - $367K
|
1.6K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.59KNew |
$314K - $365K
|
1.59K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
1.58K+ 3.93% |
$314K - $364K
|
41.9K
$9.13M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.58K+ 4.37% |
$314K - $364K
|
37.8K
$8.25M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 104.81% |
$311K - $361K
|
3.07K
$669K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
1.56K+ 2.62% |
$310K - $359K
|
61.1K
$13.3M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.55K+ 17.79% |
$307K - $356K
|
10.3K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.54K+ 21.57% |
$304K - $353K
|
8.66K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.53K+ 3.12% |
$303K - $352K
|
50.7K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Atika Capital Management LLC
New York, NY |
BUY
|
CALL |
1.5KNew |
$297K - $345K
|
1.5K
$327K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.48K+ 127.93% |
$294K - $341K
|
2.64K
$576K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
1.46KNew |
$290K - $336K
|
1.46K
$319K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.46K+ 4.03% |
$290K - $336K
|
37.7K
$8.22M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.42KNew |
$280K - $325K
|
1.42K
$308K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.4K+ 2.49% |
$278K - $322K
|
57.7K
$12.6M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.4K+ 57.85% |
$277K - $322K
|
3.82K
$833K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.36K+ 7.36% |
$269K - $313K
|
19.8K
$4.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
1.36K+ 8.14% |
$269K - $312K
|
18K
$3.93M
|