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 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
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
110+ 7.67% |
$21.8K - $25.3K
|
1.54K
$337K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
109+ 0.21% |
$21.6K - $25K
|
53.2K
$11.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
109+ 45.61% |
$21.6K - $25K
|
348
$75.9K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
108New |
$21.4K - $24.8K
|
108
$23.5K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
108New |
$21.4K - $24.8K
|
108
$23.5K
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
106+ 662.5% |
$21K - $24.4K
|
122
$26.6K
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
102+ 0.58% |
$20.2K - $23.4K
|
17.7K
$3.87M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
102+ 3.04% |
$20.2K - $23.4K
|
3.46K
$754K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
101+ 10.21% |
$20K - $23.2K
|
1.09K
$238K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
100+ 37.59% |
$19.8K - $23K
|
366
$79.8K
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
100+ 9.06% |
$19.8K - $23K
|
1.2K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
100+ 1.41% |
$19.8K - $23K
|
7.17K
$1.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
100New |
$19.8K - $23K
|
100
$21.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
100+ 2.63% |
$19.8K - $23K
|
3.9K
$850K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$19.8K - $23K
|
100
$21.8K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
99+ 1.47% |
$19.6K - $22.7K
|
6.83K
$1.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
99+ 3.83% |
$19.6K - $22.7K
|
2.69K
$586K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
98+ 3.25% |
$19.4K - $22.5K
|
3.11K
$679K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
97+ 16.7% |
$19.2K - $22.3K
|
678
$148K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
96+ 0.15% |
$19K - $22.1K
|
65.8K
$14.3M
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
95+ 2.05% |
$18.8K - $21.8K
|
4.73K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
94+ 30.32% |
$18.6K - $21.6K
|
404
$88.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
94+ 3.8% |
$18.6K - $21.6K
|
2.57K
$559K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
93+ 41.7% |
$18.4K - $21.4K
|
316
$68.9K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
93+ 0.88% |
$18.4K - $21.4K
|
10.7K
$2.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
92+ 2.66% |
$18.2K - $21.1K
|
3.55K
$773K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
91+ 6.22% |
$18K - $20.9K
|
1.56K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
90+ 2.95% |
$17.8K - $20.7K
|
3.14K
$685K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
89+ 1.01% |
$17.6K - $20.5K
|
8.91K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
86+ 5.8% |
$17K - $19.8K
|
1.57K
$342K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
84+ 0.82% |
$16.6K - $19.3K
|
10.4K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
81+ 5.5% |
$16K - $18.6K
|
1.55K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
79+ 1.75% |
$15.6K - $18.2K
|
4.59K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
76+ 0.55% |
$15.1K - $17.5K
|
14K
$3.05M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
76+ 6.73% |
$15.1K - $17.5K
|
1.21K
$263K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
72+ 4.8% |
$14.3K - $16.5K
|
1.57K
$342K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
70+ 5.92% |
$13.9K - $16.1K
|
1.25K
$273K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
70+ 0.25% |
$13.9K - $16.1K
|
28.5K
$6.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
70+ 3.73% |
$13.9K - $16.1K
|
1.95K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
65+ 1.16% |
$12.9K - $14.9K
|
5.68K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
65+ 5.61% |
$12.9K - $14.9K
|
1.22K
$267K
|
|
|
May 06, 2025
Q1 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
65+ 4.42% |
$12.9K - $14.9K
|
1.54K
$335K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
65+ 0.91% |
$12.9K - $14.9K
|
7.23K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
64+ 2.18% |
$12.7K - $14.7K
|
2.99K
$653K
|