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 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
193+ 2.58% |
$38.2K - $44.3K
|
7.66K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
191New |
$37.8K - $43.9K
|
191
$41.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
189+ 0.89% |
$37.4K - $43.4K
|
21.5K
$4.69M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
188+ 15.11% |
$37.2K - $43.2K
|
1.43K
$312K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
180+ 18000.0% |
$35.7K - $41.4K
|
181
$39.5K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
179+ 3.84% |
$35.5K - $41.1K
|
4.85K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
179+ 2.74% |
$35.5K - $41.1K
|
6.71K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
178+ 16.68% |
$35.3K - $40.9K
|
1.25K
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
178+ 0.35% |
$35.3K - $40.9K
|
51.1K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
176+ 1.27% |
$34.9K - $40.4K
|
14K
$3.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
175+ 2.79% |
$34.7K - $40.2K
|
6.44K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
174+ 13.45% |
$34.5K - $40K
|
1.47K
$320K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
173+ 4.13% |
$34.3K - $39.8K
|
4.36K
$951K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
172+ 4.99% |
$34.1K - $39.5K
|
3.62K
$789K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
171+ 3.44% |
$33.9K - $39.3K
|
5.15K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
170New |
$33.7K - $39.1K
|
170
$37.1K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
168+ 0.48% |
$33.3K - $38.6K
|
35.2K
$7.68M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
167+ 4.39% |
$33.1K - $38.4K
|
3.97K
$866K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
167+ 0.47% |
$33.1K - $38.4K
|
35.6K
$7.76M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
167+ 14.6% |
$33.1K - $38.4K
|
1.31K
$286K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
166+ 14.51% |
$32.9K - $38.1K
|
1.31K
$286K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
162+ 5.59% |
$32.1K - $37.2K
|
3.06K
$667K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
160+ 9.96% |
$31.7K - $36.8K
|
1.77K
$385K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
156+ 5.8% |
$30.9K - $35.8K
|
2.85K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
153+ 2.89% |
$30.3K - $35.2K
|
5.44K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
153+ 5.94% |
$30.3K - $35.2K
|
2.73K
$595K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
153+ 1.82% |
$30.3K - $35.2K
|
8.55K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
150New |
$29.7K - $34.5K
|
150
$32.7K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
147+ 0.46% |
$29.1K - $33.8K
|
32.3K
$7.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
145+ 8.88% |
$28.7K - $33.3K
|
1.78K
$387K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
143New |
$28.3K - $32.9K
|
143
$31.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
140+ 3.44% |
$27.7K - $32.2K
|
4.21K
$917K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
139+ 5.99% |
$27.5K - $31.9K
|
2.46K
$536K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
136+ 1.01% |
$26.9K - $31.3K
|
13.6K
$2.96M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
133+ 1.73% |
$26.3K - $30.6K
|
7.83K
$1.71M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
132+ 8.06% |
$26.1K - $30.3K
|
1.77K
$386K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
132+ 2.36% |
$26.1K - $30.3K
|
5.71K
$1.25M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
130+ 1.72% |
$25.8K - $29.9K
|
7.69K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
128+ 3.57% |
$25.4K - $29.4K
|
3.71K
$809K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
125+ 7.43% |
$24.8K - $28.7K
|
1.81K
$394K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
121+ 4.37% |
$24K - $27.8K
|
2.89K
$630K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
119+ 2.19% |
$23.6K - $27.3K
|
5.55K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
118+ 11.09% |
$23.4K - $27.1K
|
1.18K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
116+ 6.84% |
$23K - $26.7K
|
1.81K
$395K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
116+ 4.31% |
$23K - $26.7K
|
2.81K
$612K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
116+ 7.38% |
$23K - $26.7K
|
1.69K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
114+ 19.49% |
$22.6K - $26.2K
|
699
$152K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
114+ 5.91% |
$22.6K - $26.2K
|
2.04K
$445K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
111+ 3.23% |
$22K - $25.5K
|
3.55K
$773K
|
|
|
May 15, 2025
Q1 2025
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
110+ 1.55% |
$21.8K - $25.3K
|
7.2K
$1.57M
|