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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
PUT |
600New |
$130K - $145K
|
600
$122K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
598+ 3322.22% |
$129K - $145K
|
616
$126K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
597+ 1.04% |
$129K - $145K
|
58.1K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
595+ 10.79% |
$129K - $144K
|
6.11K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
588+ 1.48% |
$127K - $143K
|
40.3K
$8.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
585New |
$126K - $142K
|
585
$119K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
585+ 17.3% |
$126K - $142K
|
3.97K
$808K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
570+ 1.45% |
$123K - $138K
|
39.9K
$8.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
568New |
$123K - $138K
|
568
$116K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
566+ 7.89% |
$122K - $137K
|
7.74K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
561+ 12.29% |
$121K - $136K
|
5.12K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
558+ 4.41% |
$121K - $135K
|
13.2K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
CALL |
556New |
$120K - $135K
|
556
$113K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
553New |
$120K - $134K
|
553
$113K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
552+ 12.87% |
$119K - $134K
|
4.84K
$987K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
550+ 0.23% |
$119K - $133K
|
238K
$48.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
550+ 4.85% |
$119K - $133K
|
11.9K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
543New |
$117K - $132K
|
543
$111K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
542+ 41.47% |
$117K - $131K
|
1.85K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
540+ 6.5% |
$117K - $131K
|
8.85K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
536+ 160.0% |
$116K - $130K
|
871
$178K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
534+ 4.12% |
$115K - $129K
|
13.5K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
531+ 20.29% |
$115K - $129K
|
3.15K
$642K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
530+ 4.1% |
$115K - $128K
|
13.5K
$2.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
530+ 1.14% |
$115K - $128K
|
47K
$9.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
528+ 6.59% |
$114K - $128K
|
8.54K
$1.74M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
527+ 33.31% |
$114K - $128K
|
2.11K
$430K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
525+ 4.52% |
$113K - $127K
|
12.1K
$2.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
525+ 13.44% |
$113K - $127K
|
4.43K
$903K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
522+ 5.6% |
$113K - $127K
|
9.85K
$2.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
518+ 22.71% |
$112K - $126K
|
2.8K
$570K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
517+ 146.88% |
$112K - $125K
|
869
$177K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
516+ 2.78% |
$112K - $125K
|
19.1K
$3.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
507+ 1.77% |
$110K - $123K
|
29.1K
$5.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
507+ 42.18% |
$110K - $123K
|
1.71K
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
506+ 7.06% |
$109K - $123K
|
7.67K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
506+ 44.94% |
$109K - $123K
|
1.63K
$333K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
504+ 19.64% |
$109K - $122K
|
3.07K
$626K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
504+ 4.44% |
$109K - $122K
|
11.8K
$2.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
503+ 1.79% |
$109K - $122K
|
28.7K
$5.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
502+ 16.44% |
$108K - $122K
|
3.56K
$725K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
501+ 4.98% |
$108K - $121K
|
10.6K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
500New |
$108K - $121K
|
500
$102K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
500+ 18.25% |
$108K - $121K
|
3.24K
$660K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
PUT |
500+ 4.9% |
$108K - $121K
|
10.7K
$2.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
500New |
$108K - $121K
|
500
$102K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
499+ 5.95% |
$108K - $121K
|
8.89K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
499+ 24.08% |
$108K - $121K
|
2.57K
$524K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
498+ 43.15% |
$108K - $121K
|
1.65K
$337K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
496+ 37.29% |
$107K - $120K
|
1.83K
$372K
|