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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
1.34KNew |
$265K - $308K
|
1.34K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.33K+ 109.76% |
$263K - $305K
|
2.54K
$553K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.32KNew |
$261K - $303K
|
1.32K
$288K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.3K+ 16.25% |
$258K - $299K
|
9.3K
$2.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.3K+ 0.93% |
$258K - $299K
|
141K
$30.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.29K+ 2.43% |
$256K - $296K
|
54.4K
$11.8M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.29KNew |
$255K - $295K
|
1.29K
$280K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.27KNew |
$252K - $293K
|
1.27K
$278K
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
1.26K+ 1.68% |
$250K - $290K
|
76.6K
$16.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.25KNew |
$248K - $288K
|
1.25K
$273K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.24K+ 9.2% |
$246K - $285K
|
14.7K
$3.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.23K+ 6.42% |
$243K - $282K
|
20.3K
$4.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
1.2K+ 72.89% |
$238K - $276K
|
2.85K
$622K
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
PUT |
1.2KNew |
$238K - $276K
|
1.2K
$262K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.19K+ 16.05% |
$237K - $274K
|
8.63K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.18K+ 7.21% |
$233K - $270K
|
17.5K
$3.82M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.16K+ 13.83% |
$229K - $266K
|
9.51K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.14KNew |
$226K - $263K
|
1.14K
$249K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.14K+ 10.08% |
$226K - $262K
|
12.4K
$2.71M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
1.12KNew |
$221K - $256K
|
1.12K
$243K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.11K+ 35.99% |
$220K - $255K
|
4.2K
$915K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.1K+ 26.44% |
$218K - $253K
|
5.26K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.09K+ 7.02% |
$217K - $251K
|
16.7K
$3.63M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.09KNew |
$216K - $251K
|
1.09K
$238K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.09KNew |
$215K - $250K
|
1.09K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.08K+ 35.05% |
$215K - $249K
|
4.17K
$910K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.08K+ 9.17% |
$214K - $248K
|
12.8K
$2.8M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.08K+ 74.14% |
$213K - $247K
|
2.53K
$550K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.05K+ 7.32% |
$208K - $242K
|
15.4K
$3.36M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.05K+ 0.44% |
$208K - $241K
|
239K
$52.1M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
1.03KNew |
$204K - $236K
|
1.03K
$224K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.01KNew |
$200K - $233K
|
1.01K
$221K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.01KNew |
$200K - $232K
|
1.01K
$220K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1K+ 11.55% |
$198K - $230K
|
9.67K
$2.11M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1K+ 715.0% |
$198K - $230K
|
1.14K
$249K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
CALL |
1KNew |
$198K - $230K
|
1K
$218K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
CALL |
1KNew |
$198K - $230K
|
1K
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1K+ 11.42% |
$198K - $230K
|
9.76K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
985+ 25.04% |
$195K - $226K
|
4.92K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
974+ 29.01% |
$193K - $224K
|
4.33K
$944K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
965+ 28.75% |
$191K - $222K
|
4.32K
$942K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
963+ 18.39% |
$191K - $221K
|
6.2K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
931+ 6.39% |
$184K - $214K
|
15.5K
$3.38M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
930+ 43.36% |
$184K - $214K
|
3.08K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
922+ 27.08% |
$183K - $212K
|
4.33K
$943K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
911+ 6.28% |
$180K - $209K
|
15.4K
$3.36M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
901+ 9.69% |
$178K - $207K
|
10.2K
$2.22M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
901+ 18.09% |
$178K - $207K
|
5.88K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
870+ 13.54% |
$172K - $200K
|
7.3K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
867+ 7.93% |
$172K - $199K
|
11.8K
$2.57M
|