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
|
Facet Wealth, Inc.
|
BUY
|
- |
716+ 27.11% |
$138K - $150K
|
3.36K
$758K
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
715+ 8.33% |
$138K - $150K
|
9.3K
$2.1M
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
CALL |
700New |
$135K - $147K
|
700
$158K
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
688+ 28.1% |
$133K - $144K
|
3.14K
$708K
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
688+ 2.09% |
$133K - $144K
|
33.6K
$7.57M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
676+ 37.53% |
$130K - $142K
|
2.48K
$559K
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
674+ 19.22% |
$130K - $141K
|
4.18K
$943K
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
650+ 34.12% |
$125K - $136K
|
2.56K
$577K
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
635+ 63.31% |
$122K - $133K
|
1.64K
$370K
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
625+ 13.86% |
$121K - $131K
|
5.13K
$1.16M
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
624+ 6.38% |
$120K - $131K
|
10.4K
$2.35M
|
|
Jul 18, 2024
Q2 2024
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
622+ 4.8% |
$120K - $130K
|
13.6K
$3.06M
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
607+ 3.09% |
$117K - $127K
|
20.2K
$4.57M
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
601+ 4.01% |
$116K - $126K
|
15.6K
$3.51M
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
600+ 13.28% |
$116K - $126K
|
5.12K
$1.16M
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
595+ 17.01% |
$115K - $125K
|
4.09K
$924K
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
580+ 12.95% |
$112K - $121K
|
5.06K
$1.14M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
574New |
$111K - $120K
|
574
$130K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
568+ 17.42% |
$110K - $119K
|
3.83K
$864K
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
567+ 108.83% |
$109K - $119K
|
1.09K
$246K
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
565+ 3.89% |
$109K - $118K
|
15.1K
$3.4M
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
557+ 0.77% |
$107K - $117K
|
73.2K
$16.5M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
555+ 1.76% |
$107K - $116K
|
32K
$7.23M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
554+ 4.74% |
$107K - $116K
|
12.2K
$2.76M
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
550+ 1.68% |
$106K - $115K
|
33.4K
$7.53M
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
549+ 0.75% |
$106K - $115K
|
74.2K
$16.7M
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
542+ 10.9% |
$105K - $114K
|
5.51K
$1.24M
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
535+ 16.93% |
$103K - $112K
|
3.7K
$834K
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
534+ 1.84% |
$103K - $112K
|
29.6K
$6.68M
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
525+ 2.45% |
$101K - $110K
|
22K
$4.96M
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
514+ 3671.43% |
$99.1K - $108K
|
528
$119K
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
512+ 6.07% |
$98.7K - $107K
|
8.94K
$2.02M
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
512+ 71.81% |
$98.7K - $107K
|
1.23K
$276K
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
509+ 2.7% |
$98.2K - $107K
|
19.3K
$4.36M
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
507+ 1.76% |
$97.8K - $106K
|
29.4K
$6.62M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
505+ 2.46% |
$97.4K - $106K
|
21.1K
$4.75M
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
500+ 29.71% |
$96.4K - $105K
|
2.18K
$493K
|
|
Aug 13, 2024
Q2 2024
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
PUT |
500+ 9.09% |
$96.4K - $105K
|
6K
$1.35M
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
500+ 29.31% |
$96.4K - $105K
|
2.21K
$498K
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
491+ 40.15% |
$94.7K - $103K
|
1.71K
$387K
|
|
Aug 13, 2024
Q2 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
489+ 0.73% |
$94.3K - $102K
|
67.6K
$15.3M
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
483+ 25.54% |
$93.1K - $101K
|
2.37K
$536K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
483+ 7.47% |
$93.1K - $101K
|
6.95K
$1.57M
|
|
Aug 22, 2024
Q2 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
482+ 30.28% |
$92.9K - $101K
|
2.07K
$468K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
477+ 0.91% |
$92K - $99.9K
|
52.9K
$11.9M
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
473+ 3.32% |
$91.2K - $99.1K
|
14.7K
$3.32M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
462+ 30.02% |
$89.1K - $96.8K
|
2K
$452K
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
456+ 13.13% |
$87.9K - $95.5K
|
3.93K
$887K
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
449+ 2.3% |
$86.6K - $94K
|
19.9K
$4.5M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
445+ 19.66% |
$85.8K - $93.2K
|
2.71K
$611K
|