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 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
859+ 7.1% |
$170K - $197K
|
13K
$2.83M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
850+ 3.53% |
$168K - $195K
|
24.9K
$5.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
834+ 7.92% |
$165K - $192K
|
11.4K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
818+ 43.67% |
$162K - $188K
|
2.69K
$587K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
809+ 9.59% |
$160K - $186K
|
9.24K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
800New |
$158K - $184K
|
800
$174K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
798+ 8.04% |
$158K - $183K
|
10.7K
$2.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
798+ 1.16% |
$158K - $183K
|
69.5K
$15.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
796+ 2.15% |
$158K - $183K
|
37.9K
$8.26M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
791+ 4.26% |
$157K - $182K
|
19.4K
$4.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
788+ 2.59% |
$156K - $181K
|
31.2K
$6.8M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
753+ 73.18% |
$149K - $173K
|
1.78K
$388K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
747+ 12.96% |
$148K - $172K
|
6.51K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
743+ 2.79% |
$147K - $171K
|
27.4K
$5.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
738+ 20.39% |
$146K - $170K
|
4.36K
$950K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
736+ 3.25% |
$146K - $169K
|
23.4K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
733+ 7.6% |
$145K - $168K
|
10.4K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
725+ 2.18% |
$144K - $167K
|
33.9K
$7.4M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
719+ 8.42% |
$142K - $165K
|
9.26K
$2.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
711+ 28.15% |
$141K - $163K
|
3.24K
$706K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
707+ 4.11% |
$140K - $162K
|
17.9K
$3.91M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
704+ 16.15% |
$139K - $162K
|
5.06K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
691New |
$137K - $159K
|
691
$151K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
675+ 0.38% |
$134K - $155K
|
178K
$38.7M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
665+ 4.1% |
$132K - $153K
|
16.9K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
648+ 1.01% |
$128K - $149K
|
64.7K
$14.1M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
637+ 134.11% |
$126K - $146K
|
1.11K
$242K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
625+ 4.52% |
$124K - $144K
|
14.5K
$3.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
620+ 5.77% |
$123K - $142K
|
11.4K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
616+ 12.27% |
$122K - $142K
|
5.64K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
606New |
$120K - $139K
|
606
$132K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
605+ 47.6% |
$120K - $139K
|
1.88K
$409K
|
|
|
May 05, 2025
Q1 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
600+ 7.5% |
$119K - $138K
|
8.6K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
CALL |
600New |
$119K - $138K
|
600
$131K
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
598+ 65.71% |
$118K - $137K
|
1.51K
$329K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
595+ 5.86% |
$118K - $137K
|
10.8K
$2.34M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
578+ 19.01% |
$115K - $133K
|
3.62K
$789K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
578+ 26.01% |
$115K - $133K
|
2.8K
$610K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
572+ 3.54% |
$113K - $131K
|
16.7K
$3.64M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
569+ 29.33% |
$113K - $131K
|
2.51K
$547K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
567+ 22.54% |
$112K - $130K
|
3.08K
$672K
|
|
|
May 15, 2025
Q1 2025
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
CALL |
563+ 101.26% |
$112K - $129K
|
1.12K
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
556New |
$110K - $128K
|
556
$121K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
556New |
$110K - $128K
|
556
$121K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
545+ 36.7% |
$108K - $125K
|
2.03K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
533New |
$106K - $122K
|
533
$116K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
531+ 9.74% |
$105K - $122K
|
5.99K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
530+ 0.65% |
$105K - $122K
|
82.5K
$18M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
530+ 1.7% |
$105K - $122K
|
31.8K
$6.93M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
523+ 29.89% |
$104K - $120K
|
2.27K
$496K
|