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 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
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
145+ 6.46% |
$28K - $30.4K
|
2.39K
$540K
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
145+ 3.48% |
$28K - $30.4K
|
4.31K
$973K
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
139+ 1.73% |
$26.8K - $29.1K
|
8.2K
$1.85M
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
138+ 0.23% |
$26.6K - $28.9K
|
60.3K
$13.6M
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
137+ 10.81% |
$26.4K - $28.7K
|
1.4K
$317K
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
135+ 2.49% |
$26K - $28.3K
|
5.56K
$1.26M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
135+ 0.16% |
$26K - $28.3K
|
86.8K
$19.6M
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
132+ 13.32% |
$25.5K - $27.6K
|
1.12K
$253K
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
125+ 12.39% |
$24.1K - $26.2K
|
1.13K
$256K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
122+ 25.63% |
$23.5K - $25.6K
|
598
$135K
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
121+ 0.3% |
$23.3K - $25.3K
|
41K
$9.26M
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
BUY
|
- |
121+ 2.0% |
$23.3K - $25.3K
|
6.17K
$1.39M
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
119+ 1.0% |
$22.9K - $24.9K
|
12.1K
$2.72M
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
110+ 1.58% |
$21.2K - $23K
|
7.07K
$1.6M
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
108+ 8.28% |
$20.8K - $22.6K
|
1.41K
$319K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
107+ 0.16% |
$20.6K - $22.4K
|
65.7K
$14.8M
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
107+ 0.97% |
$20.6K - $22.4K
|
11.2K
$2.53M
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
105+ 7.98% |
$20.2K - $22K
|
1.42K
$321K
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
101+ 8.72% |
$19.5K - $21.2K
|
1.26K
$284K
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
CALL |
100+ 25.0% |
$19.3K - $20.9K
|
500
$113K
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
100+ 6.64% |
$19.3K - $20.9K
|
1.61K
$362K
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
100+ 6.45% |
$19.3K - $20.9K
|
1.65K
$372K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
100New |
$19.3K - $20.9K
|
100
$22.6K
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
99+ 0.52% |
$19.1K - $20.7K
|
19.1K
$4.3M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
98+ 2.42% |
$18.9K - $20.5K
|
4.15K
$936K
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
95+ 0.76% |
$18.3K - $19.9K
|
12.6K
$2.83M
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
92New |
$17.7K - $19.3K
|
92
$20.8K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
91+ 0.21% |
$17.5K - $19.1K
|
42.8K
$9.66M
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
91+ 0.03% |
$17.5K - $19.1K
|
283K
$63.8M
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
90+ 126.76% |
$17.4K - $18.8K
|
161
$36.3K
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
89+ 2.6% |
$17.2K - $18.6K
|
3.51K
$792K
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
85+ 0.26% |
$16.4K - $17.8K
|
33.3K
$7.51M
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
84+ 0.45% |
$16.2K - $17.6K
|
18.6K
$4.21M
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
83+ 3.58% |
$16K - $17.4K
|
2.4K
$542K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
80+ 45.2% |
$15.4K - $16.8K
|
257
$58K
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
80+ 0.63% |
$15.4K - $16.8K
|
12.7K
$2.87M
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
79+ 1.16% |
$15.2K - $16.5K
|
6.91K
$1.56M
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
77+ 0.21% |
$14.8K - $16.1K
|
36.9K
$8.32M
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
75+ 1.14% |
$14.5K - $15.7K
|
6.65K
$1.5M
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
75New |
$14.5K - $15.7K
|
75
$16.9K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
75+ 0.22% |
$14.5K - $15.7K
|
34.5K
$7.78M
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
73+ 173.81% |
$14.1K - $15.3K
|
115
$25.9K
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
73+ 3.16% |
$14.1K - $15.3K
|
2.38K
$538K
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
71+ 0.23% |
$13.7K - $14.9K
|
30.4K
$6.85M
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
71+ 5.2% |
$13.7K - $14.9K
|
1.44K
$324K
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
70New |
$13.5K - $14.7K
|
70
$15.8K
|
|
Aug 12, 2024
Q2 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
70+ 2.07% |
$13.5K - $14.7K
|
3.45K
$777K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
70+ 1.19% |
$13.5K - $14.7K
|
5.96K
$1.34M
|