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 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
1.81K+ 0.42% |
$349K - $379K
|
434K
$97.9M
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.79K+ 11.65% |
$344K - $374K
|
17.1K
$3.86M
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1.77K+ 44.47% |
$342K - $372K
|
5.76K
$1.3M
|
|
Aug 14, 2024
Q2 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
1.77K+ 5.04% |
$341K - $370K
|
36.9K
$8.32M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.77K+ 4.43% |
$340K - $370K
|
41.6K
$9.39M
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.75K+ 10.44% |
$337K - $367K
|
18.5K
$4.18M
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.72KNew |
$331K - $359K
|
1.72K
$387K
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 22.37% |
$329K - $358K
|
9.34K
$2.11M
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.67K+ 69.87% |
$322K - $350K
|
4.06K
$916K
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.67K+ 45.31% |
$321K - $349K
|
5.34K
$1.21M
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.64KNew |
$316K - $343K
|
1.64K
$370K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.63K+ 15.32% |
$315K - $342K
|
12.3K
$2.78M
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.57KNew |
$303K - $329K
|
1.57K
$355K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.54K+ 9.92% |
$297K - $323K
|
17.1K
$3.85M
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.52KNew |
$293K - $318K
|
1.52K
$342K
|
|
Aug 14, 2024
Q2 2024
|
Nantahala Capital Management, LLC
New Canaan, CT |
BUY
|
- |
1.52KNew |
$292K - $318K
|
1.52K
$342K
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.52K+ 14.92% |
$292K - $318K
|
11.7K
$2.64M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.5KNew |
$289K - $314K
|
1.5K
$338K
|
|
Aug 14, 2024
Q2 2024
|
Sabby Management, LLC
Upper Saddle River, NJ |
BUY
|
- |
1.5KNew |
$289K - $314K
|
1.5K
$338K
|
|
Aug 14, 2024
Q2 2024
|
Corvex Management LP
New York, NY |
BUY
|
- |
1.5K+ 60.0% |
$289K - $314K
|
4K
$903K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.49K+ 0.91% |
$287K - $312K
|
164K
$37.1M
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.41K+ 8.69% |
$272K - $295K
|
17.6K
$3.98M
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.4KNew |
$271K - $294K
|
1.4K
$317K
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
PUT |
1.4K+ 17.07% |
$270K - $293K
|
9.6K
$2.17M
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.39K+ 20.51% |
$269K - $292K
|
8.19K
$1.85M
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.39K+ 21.13% |
$267K - $290K
|
7.95K
$1.79M
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
1.39K+ 22.41% |
$267K - $290K
|
7.57K
$1.71M
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.38KNew |
$267K - $289K
|
1.38K
$312K
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.38K+ 4.8% |
$266K - $289K
|
30.1K
$6.79M
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.34K+ 9.67% |
$259K - $281K
|
15.2K
$3.43M
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.33K+ 2.68% |
$257K - $279K
|
51K
$11.5M
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.31K+ 10.06% |
$252K - $274K
|
14.3K
$3.23M
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.3K+ 6.34% |
$251K - $272K
|
21.8K
$4.92M
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
BUY
|
- |
1.26K+ 3.92% |
$243K - $264K
|
33.5K
$7.55M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.24K+ 7.1% |
$239K - $260K
|
18.7K
$4.23M
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.23K+ 21.35% |
$237K - $258K
|
7K
$1.58M
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.23KNew |
$236K - $257K
|
1.23K
$277K
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
CALL |
1.21KNew |
$234K - $254K
|
1.21K
$273K
|
|
Jul 29, 2024
Q2 2024
|
Defender Capital, Llc.
|
BUY
|
- |
1.2K+ 66.67% |
$231K - $251K
|
3K
$677K
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.2KNew |
$231K - $251K
|
1.2K
$271K
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.19K+ 29.19% |
$230K - $250K
|
5.28K
$1.19M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.19K+ 59.7% |
$230K - $249K
|
3.19K
$719K
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.19K+ 25.76% |
$229K - $249K
|
5.81K
$1.31M
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.19KNew |
$229K - $249K
|
1.19K
$268K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.18KNew |
$228K - $248K
|
1.18K
$267K
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.17KNew |
$226K - $246K
|
1.17K
$265K
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.13K+ 11.58% |
$217K - $236K
|
10.9K
$2.45M
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.12KNew |
$216K - $235K
|
1.12K
$253K
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 21.64% |
$216K - $235K
|
6.31K
$1.42M
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.1K+ 1.82% |
$212K - $231K
|
61.5K
$13.9M
|