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 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
343+ 14.78% |
$68.9K - $77K
|
2.66K
$642K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
341+ 3.51% |
$68.5K - $76.6K
|
10.1K
$2.43M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
335+ 1.73% |
$67.3K - $75.2K
|
19.7K
$4.75M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
332+ 14.4% |
$66.7K - $74.6K
|
2.64K
$636K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
325+ 2.36% |
$65.3K - $73K
|
14.1K
$3.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
322+ 12.24% |
$64.7K - $72.3K
|
2.95K
$711K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
317+ 24.12% |
$63.7K - $71.2K
|
1.63K
$393K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
316+ 8.46% |
$63.5K - $71K
|
4.05K
$976K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
309+ 2.5% |
$62.1K - $69.4K
|
12.7K
$3.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
307+ 9.44% |
$61.7K - $69K
|
3.56K
$857K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
304+ 1.28% |
$61.1K - $68.3K
|
24.1K
$5.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
304+ 91.57% |
$61.1K - $68.3K
|
636
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
303+ 1.0% |
$60.9K - $68.1K
|
30.7K
$7.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
301+ 2.23% |
$60.5K - $67.6K
|
13.8K
$3.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
300+ 3.33% |
$60.3K - $67.4K
|
9.31K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
PUT |
300New |
$60.3K - $67.4K
|
300
$72.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
300+ 26.5% |
$60.3K - $67.4K
|
1.43K
$345K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
300New |
$60.3K - $67.4K
|
300
$72.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
299+ 0.76% |
$60.1K - $67.2K
|
39.8K
$9.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
294+ 8.36% |
$59.1K - $66K
|
3.81K
$918K
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
293+ 1.45% |
$58.9K - $65.8K
|
20.5K
$4.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
293+ 10.04% |
$58.9K - $65.8K
|
3.21K
$773K
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
293+ 20.0% |
$58.9K - $65.8K
|
1.76K
$424K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
287+ 3.78% |
$57.6K - $64.5K
|
7.89K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
285+ 4.17% |
$57.2K - $64K
|
7.12K
$1.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
285+ 0.92% |
$57.2K - $64K
|
31.2K
$7.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
283+ 17.62% |
$56.8K - $63.6K
|
1.89K
$455K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
282+ 0.6% |
$56.6K - $63.3K
|
47.6K
$11.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
282+ 5.57% |
$56.6K - $63.3K
|
5.34K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
280+ 6.53% |
$56.2K - $62.9K
|
4.57K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
279+ 2.16% |
$56K - $62.7K
|
13.2K
$3.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
279+ 46.27% |
$56K - $62.7K
|
882
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
277New |
$55.6K - $62.2K
|
277
$66.7K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
272+ 8.84% |
$54.6K - $61.1K
|
3.35K
$807K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
271+ 13.62% |
$54.4K - $60.9K
|
2.26K
$544K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
268+ 21.88% |
$53.8K - $60.2K
|
1.49K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
265+ 4.56% |
$53.2K - $59.5K
|
6.07K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
262+ 4.0% |
$52.6K - $58.8K
|
6.81K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
262+ 7.09% |
$52.6K - $58.8K
|
3.96K
$953K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
262+ 4.41% |
$52.6K - $58.8K
|
6.21K
$1.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
259+ 8.92% |
$52K - $58.2K
|
3.16K
$762K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
259+ 25.22% |
$52K - $58.2K
|
1.29K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
258+ 11.26% |
$51.8K - $57.9K
|
2.55K
$614K
|
|
|
Nov 14, 2024
Q3 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
257+ 5.6% |
$51.6K - $57.7K
|
4.85K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
256+ 2.35% |
$51.4K - $57.5K
|
11.2K
$2.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
255+ 1.35% |
$51.2K - $57.3K
|
19.2K
$4.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
255+ 5.61% |
$51.2K - $57.3K
|
4.8K
$1.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
255+ 3.11% |
$51.2K - $57.3K
|
8.44K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
253+ 0.86% |
$50.8K - $56.8K
|
29.6K
$7.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
251+ 2.0% |
$50.4K - $56.4K
|
12.8K
$3.09M
|