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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.09KNew |
$210K - $228K
|
1.09K
$246K
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.08K+ 1.85% |
$209K - $227K
|
59.5K
$13.4M
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
1.08K+ 1.45% |
$208K - $226K
|
75.7K
$17.1M
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.07KNew |
$205K - $223K
|
1.07K
$240K
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.06KNew |
$204K - $222K
|
1.06K
$239K
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.05KNew |
$203K - $221K
|
1.05K
$238K
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.05KNew |
$202K - $219K
|
1.05K
$236K
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.05KNew |
$202K - $219K
|
1.05K
$236K
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.05K+ 1.24% |
$202K - $219K
|
85K
$19.2M
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.05KNew |
$202K - $219K
|
1.05K
$236K
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.04KNew |
$200K - $217K
|
1.04K
$234K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.02K+ 7.45% |
$197K - $214K
|
14.7K
$3.33M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.02K+ 162.94% |
$197K - $214K
|
1.65K
$371K
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1KNew |
$194K - $210K
|
1K
$227K
|
|
Aug 14, 2024
Q2 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
1KNew |
$193K - $209K
|
1K
$226K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
PUT |
1KNew |
$193K - $209K
|
1K
$226K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
1KNew |
$193K - $209K
|
1K
$226K
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1K+ 75.24% |
$193K - $209K
|
2.33K
$526K
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
996New |
$192K - $209K
|
996
$225K
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
995New |
$192K - $208K
|
995
$225K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
994+ 10.96% |
$192K - $208K
|
10.1K
$2.27M
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
992+ 13.84% |
$191K - $208K
|
8.16K
$1.84M
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
981+ 75.64% |
$189K - $205K
|
2.28K
$514K
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
970+ 1.69% |
$187K - $203K
|
58.3K
$13.1M
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
950New |
$183K - $199K
|
950
$214K
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
944+ 5.16% |
$182K - $198K
|
19.2K
$4.34M
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
938+ 1.45% |
$181K - $196K
|
65.8K
$14.8M
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
922+ 1.37% |
$178K - $193K
|
68.1K
$15.4M
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
916+ 21.83% |
$177K - $192K
|
5.11K
$1.15M
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
904+ 59.51% |
$174K - $189K
|
2.42K
$547K
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
894+ 2.98% |
$172K - $187K
|
30.9K
$6.97M
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
860+ 31.55% |
$166K - $180K
|
3.59K
$809K
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
857+ 3.97% |
$165K - $179K
|
22.4K
$5.06M
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
820+ 63.62% |
$158K - $172K
|
2.11K
$476K
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
809+ 2.49% |
$156K - $169K
|
33.4K
$7.53M
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
802+ 14.26% |
$155K - $168K
|
6.43K
$1.45M
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
BUY
|
- |
796+ 21.7% |
$154K - $167K
|
4.46K
$1.01M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
794+ 6.26% |
$153K - $166K
|
13.5K
$3.04M
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
789+ 30.7% |
$152K - $165K
|
3.36K
$758K
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
785+ 11.21% |
$151K - $164K
|
7.79K
$1.76M
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
784+ 10.29% |
$151K - $164K
|
8.41K
$1.9M
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
782+ 2.02% |
$151K - $164K
|
39.5K
$8.91M
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
781+ 6.47% |
$151K - $164K
|
12.8K
$2.9M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
779+ 6.21% |
$150K - $163K
|
13.3K
$3.01M
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
778+ 40.31% |
$150K - $163K
|
2.71K
$611K
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
769+ 1.89% |
$148K - $161K
|
41.4K
$9.35M
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
765+ 2.25% |
$148K - $160K
|
34.8K
$7.86M
|
|
Aug 14, 2024
Q2 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
752+ 14.19% |
$145K - $157K
|
6.05K
$1.37M
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
743+ 0.67% |
$143K - $156K
|
112K
$25.3M
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
729+ 6.25% |
$141K - $153K
|
12.4K
$2.8M
|