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 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
61+ 0.56% |
$12.1K - $14K
|
11.1K
$2.41M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
61+ 1.4% |
$12.1K - $14K
|
4.41K
$961K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
61+ 6.02% |
$12.1K - $14K
|
1.08K
$234K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
60New |
$11.9K - $13.8K
|
60
$13.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
59New |
$11.7K - $13.6K
|
59
$12.9K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
58+ 5.45% |
$11.5K - $13.3K
|
1.12K
$245K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
58+ 1.75% |
$11.5K - $13.3K
|
3.38K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
57+ 0.26% |
$11.3K - $13.1K
|
22.4K
$4.88M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
57+ 0.62% |
$11.3K - $13.1K
|
9.2K
$2M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
55+ 1.05% |
$10.9K - $12.6K
|
5.3K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
53+ 0.57% |
$10.5K - $12.2K
|
9.39K
$2.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
53+ 2.17% |
$10.5K - $12.2K
|
2.49K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
52+ 5.46% |
$10.3K - $11.9K
|
1.01K
$219K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
50New |
$9.91K - $11.5K
|
50
$10.9K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
50+ 2.8% |
$9.91K - $11.5K
|
1.84K
$400K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
50+ 3.61% |
$9.91K - $11.5K
|
1.44K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
45New |
$8.91K - $10.3K
|
45
$9.81K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
45+ 17.86% |
$8.91K - $10.3K
|
297
$64.7K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
45New |
$8.91K - $10.3K
|
45
$9.81K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
45+ 0.84% |
$8.91K - $10.3K
|
5.42K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
45+ 6.43% |
$8.91K - $10.3K
|
745
$162K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
45+ 2.26% |
$8.91K - $10.3K
|
2.04K
$444K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
44+ 3.13% |
$8.72K - $10.1K
|
1.45K
$316K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
41+ 0.47% |
$8.12K - $9.42K
|
8.82K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
40+ 1.17% |
$7.92K - $9.19K
|
3.46K
$754K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
37New |
$7.33K - $8.5K
|
37
$8.07K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
37+ 0.99% |
$7.33K - $8.5K
|
3.76K
$820K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
35+ 1.54% |
$6.93K - $8.04K
|
2.31K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
PUT |
35+ 30.43% |
$6.93K - $8.04K
|
150
$32.7K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
35+ 0.86% |
$6.93K - $8.04K
|
4.09K
$891K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
33+ 15.87% |
$6.54K - $7.58K
|
241
$52.5K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
32+ 0.15% |
$6.34K - $7.35K
|
22K
$4.79M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
32+ 2.55% |
$6.34K - $7.35K
|
1.29K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
BUY
|
- |
31+ 0.73% |
$6.14K - $7.12K
|
4.28K
$934K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
31+ 2.5% |
$6.14K - $7.12K
|
1.27K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
30New |
$5.94K - $6.89K
|
30
$6.54K
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
30+ 1.79% |
$5.94K - $6.89K
|
1.71K
$373K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
30+ 0.11% |
$5.94K - $6.89K
|
28.3K
$6.18M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
30+ 5.36% |
$5.94K - $6.89K
|
590
$129K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
30+ 1.14% |
$5.94K - $6.89K
|
2.67K
$581K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
29+ 1.04% |
$5.74K - $6.66K
|
2.81K
$613K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
28+ 0.75% |
$5.55K - $6.43K
|
3.78K
$825K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
27+ 0.26% |
$5.35K - $6.2K
|
10.5K
$2.3M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
26+ 9.45% |
$5.15K - $5.97K
|
301
$65.6K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
25+ 10.25% |
$4.95K - $5.74K
|
269
$58.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
25New |
$4.95K - $5.74K
|
25
$5.45K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
23+ 0.28% |
$4.56K - $5.29K
|
8.21K
$1.79M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
23+ 0.09% |
$4.56K - $5.29K
|
26.1K
$5.7M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
22+ 0.23% |
$4.36K - $5.06K
|
9.6K
$2.09M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
22New |
$4.36K - $5.06K
|
22
$4.8K
|