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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.08K+ 9.08% |
$216K - $242K
|
12.9K
$3.08M
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
1.07KNew |
$215K - $240K
|
1.07K
$255K
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.07K+ 2.7% |
$214K - $239K
|
40.6K
$9.67M
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.06KNew |
$212K - $237K
|
1.06K
$252K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.05K+ 9.23% |
$211K - $236K
|
12.4K
$2.96M
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.04K+ 9.81% |
$210K - $234K
|
11.7K
$2.79M
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.04K+ 25.16% |
$210K - $234K
|
5.19K
$1.24M
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$209K - $233K
|
1.04K
$248K
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.03KNew |
$207K - $232K
|
1.03K
$246K
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.03KNew |
$207K - $232K
|
1.03K
$246K
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.03K+ 17.11% |
$207K - $232K
|
7.06K
$1.68M
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.03KNew |
$206K - $230K
|
1.03K
$244K
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.01K+ 54.81% |
$204K - $228K
|
2.86K
$683K
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
1.01KNew |
$203K - $227K
|
1.01K
$241K
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
1KNew |
$201K - $225K
|
1K
$239K
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
1K+ 312.15% |
$201K - $225K
|
1.32K
$315K
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
BUY
|
- |
1K+ 2.72% |
$201K - $225K
|
37.9K
$9.03M
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
999+ 12.65% |
$201K - $224K
|
8.9K
$2.12M
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
983New |
$197K - $221K
|
983
$234K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
980+ 8.39% |
$197K - $220K
|
12.7K
$3.02M
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
967New |
$194K - $217K
|
967
$231K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
966+ 3.9% |
$194K - $217K
|
25.7K
$6.14M
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
961New |
$193K - $216K
|
961
$229K
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
961New |
$193K - $216K
|
961
$229K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
961+ 28.86% |
$193K - $216K
|
4.29K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
960+ 3.38% |
$193K - $216K
|
29.4K
$7.01M
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
960+ 3.3% |
$193K - $216K
|
30K
$7.16M
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
954New |
$192K - $214K
|
954
$227K
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
950New |
$191K - $213K
|
950
$227K
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
949+ 5.45% |
$191K - $213K
|
18.4K
$4.38M
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
944New |
$190K - $212K
|
944
$225K
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
942New |
$189K - $212K
|
942
$225K
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
942New |
$189K - $212K
|
942
$225K
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
941New |
$189K - $211K
|
941
$224K
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
937New |
$188K - $210K
|
937
$223K
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
936New |
$188K - $210K
|
936
$223K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
932+ 84.65% |
$187K - $209K
|
2.03K
$485K
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
931+ 5476.47% |
$187K - $209K
|
948
$226K
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
930New |
$187K - $209K
|
930
$222K
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
926New |
$186K - $208K
|
926
$221K
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
926New |
$186K - $208K
|
926
$221K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
925+ 9.48% |
$186K - $208K
|
10.7K
$2.55M
|
|
Oct 30, 2024
Q3 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
924New |
$186K - $208K
|
924
$220K
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
922New |
$185K - $207K
|
922
$220K
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
919New |
$185K - $206K
|
919
$219K
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
914New |
$184K - $205K
|
914
$218K
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
912New |
$183K - $205K
|
912
$217K
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
909+ 2.42% |
$183K - $204K
|
38.5K
$9.19M
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
909New |
$183K - $204K
|
909
$217K
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
908+ 2.85% |
$182K - $204K
|
32.8K
$7.82M
|