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 |
---|---|---|---|---|---|---|---|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
273+ 0.11% |
$52.6K - $57.2K
|
240K
$54M
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
272+ 21.38% |
$52.5K - $57K
|
1.54K
$348K
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
270+ 5.58% |
$52.1K - $56.5K
|
5.11K
$1.15M
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
265+ 20.62% |
$51.1K - $55.5K
|
1.55K
$350K
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
262+ 8.96% |
$50.5K - $54.9K
|
3.19K
$719K
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
261+ 12.75% |
$50.3K - $54.7K
|
2.31K
$521K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
258+ 59.86% |
$49.8K - $54K
|
689
$155K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
257New |
$49.6K - $53.8K
|
257
$58K
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
256+ 3.61% |
$49.4K - $53.6K
|
7.35K
$1.66M
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
250+ 0.79% |
$48.2K - $52.4K
|
31.8K
$7.18M
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
246+ 0.34% |
$47.4K - $51.5K
|
73.5K
$16.6M
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
243+ 13.92% |
$46.9K - $50.9K
|
1.99K
$449K
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
243+ 0.7% |
$46.9K - $50.9K
|
34.8K
$7.85M
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
243+ 92.75% |
$46.9K - $50.9K
|
505
$114K
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
234+ 23.4% |
$45.1K - $49K
|
1.23K
$278K
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
233+ 10.32% |
$44.9K - $48.8K
|
2.49K
$562K
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
229+ 5.22% |
$44.2K - $48K
|
4.62K
$1.04M
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
226+ 10.67% |
$43.6K - $47.3K
|
2.34K
$529K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
226+ 3.98% |
$43.6K - $47.3K
|
5.9K
$1.33M
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
224+ 13.45% |
$43.2K - $46.9K
|
1.89K
$426K
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
224+ 0.43% |
$43.2K - $46.9K
|
52.2K
$11.8M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
215+ 1.19% |
$41.5K - $45K
|
18.3K
$4.12M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
214New |
$41.3K - $44.8K
|
214
$48.3K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
210+ 12.43% |
$40.5K - $44K
|
1.9K
$429K
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
208+ 5.76% |
$40.1K - $43.6K
|
3.82K
$862K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
205+ 0.17% |
$39.5K - $42.9K
|
118K
$26.7M
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
202+ 1.44% |
$39K - $42.3K
|
14.2K
$3.21M
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
202+ 3.55% |
$39K - $42.3K
|
5.9K
$1.33M
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
201+ 0.44% |
$38.8K - $42.1K
|
46K
$10.4M
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 3.45% |
$38.6K - $41.9K
|
6K
$1.35M
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
199+ 568.57% |
$38.4K - $41.7K
|
234
$52.8K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
196+ 56.0% |
$37.8K - $41.1K
|
546
$123K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
183+ 12.77% |
$35.3K - $38.3K
|
1.62K
$365K
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
181+ 11.92% |
$34.9K - $37.9K
|
1.7K
$384K
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
179+ 3.04% |
$34.5K - $37.5K
|
6.06K
$1.37M
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
177+ 1.01% |
$34.1K - $37.1K
|
17.6K
$3.98M
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
172+ 2.96% |
$33.2K - $36K
|
5.99K
$1.35M
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
170+ 12.03% |
$32.8K - $35.6K
|
1.58K
$357K
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
167+ 4.46% |
$32.2K - $35K
|
3.91K
$883K
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
165+ 1.51% |
$31.8K - $34.6K
|
11.1K
$2.51M
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
162+ 1.03% |
$31.2K - $33.9K
|
16K
$3.6M
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
161+ 9.53% |
$31K - $33.7K
|
1.85K
$417K
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
155+ 7.49% |
$29.9K - $32.5K
|
2.22K
$502K
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
155+ 3.81% |
$29.9K - $32.5K
|
4.22K
$952K
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
154+ 0.14% |
$29.7K - $32.3K
|
108K
$24.4M
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
153+ 1.42% |
$29.5K - $32K
|
10.9K
$2.47M
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
150+ 15.05% |
$28.9K - $31.4K
|
1.15K
$259K
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
146+ 9.05% |
$28.2K - $30.6K
|
1.76K
$397K
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
146New |
$28.2K - $30.6K
|
146
$32.9K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
145New |
$28K - $30.4K
|
145
$32.7K
|