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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
162+ 10.74% |
$32.5K - $36.4K
|
1.67K
$402K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
161+ 0.48% |
$32.3K - $36.2K
|
33.6K
$8.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
159+ 0.5% |
$31.9K - $35.7K
|
32K
$7.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
159+ 6.7% |
$31.9K - $35.7K
|
2.53K
$610K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
157New |
$31.5K - $35.3K
|
157
$37.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
155+ 6.3% |
$31.1K - $34.8K
|
2.62K
$630K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
154+ 0.46% |
$30.9K - $34.6K
|
33.5K
$8.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
153+ 0.58% |
$30.7K - $34.4K
|
26.4K
$6.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
149+ 1.36% |
$29.9K - $33.5K
|
11.1K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
146+ 0.46% |
$29.3K - $32.8K
|
32.1K
$7.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
143+ 13.11% |
$28.7K - $32.1K
|
1.23K
$297K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
142New |
$28.5K - $31.9K
|
142
$34.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
141+ 0.4% |
$28.3K - $31.7K
|
35K
$8.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
140+ 0.75% |
$28.1K - $31.4K
|
18.7K
$4.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
140+ 5.78% |
$28.1K - $31.4K
|
2.56K
$617K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
139+ 11.46% |
$27.9K - $31.2K
|
1.35K
$326K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
137New |
$27.5K - $30.8K
|
137
$33K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
137+ 3.08% |
$27.5K - $30.8K
|
4.59K
$1.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
137+ 155.68% |
$27.5K - $30.8K
|
225
$54.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
136+ 176.62% |
$27.3K - $30.5K
|
213
$51.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
135+ 8.74% |
$27.1K - $30.3K
|
1.68K
$405K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
135+ 8.54% |
$27.1K - $30.3K
|
1.72K
$413K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
129+ 12.96% |
$25.9K - $29K
|
1.12K
$271K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
129+ 0.19% |
$25.9K - $29K
|
67.8K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
127+ 0.34% |
$25.5K - $28.5K
|
37.5K
$9.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
127+ 2.65% |
$25.5K - $28.5K
|
4.92K
$1.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
126+ 0.99% |
$25.3K - $28.3K
|
12.8K
$3.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
124+ 0.34% |
$24.9K - $27.9K
|
36.3K
$8.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
122New |
$24.5K - $27.4K
|
122
$29.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
121+ 161.33% |
$24.3K - $27.2K
|
196
$47.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
121+ 10.69% |
$24.3K - $27.2K
|
1.25K
$302K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
120+ 0.55% |
$24.1K - $27K
|
22.1K
$5.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
119+ 0.07% |
$23.9K - $26.7K
|
171K
$41.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
118+ 1.84% |
$23.7K - $26.5K
|
6.53K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
118+ 1.92% |
$23.7K - $26.5K
|
6.27K
$1.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
118+ 10.85% |
$23.7K - $26.5K
|
1.21K
$291K
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
117+ 9.97% |
$23.5K - $26.3K
|
1.29K
$311K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
117New |
$23.5K - $26.3K
|
117
$28.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
117New |
$23.5K - $26.3K
|
117
$28.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
115+ 6.14% |
$23.1K - $25.8K
|
1.99K
$479K
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
112+ 0.7% |
$22.5K - $25.2K
|
16.1K
$3.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
111+ 6.51% |
$22.3K - $24.9K
|
1.82K
$437K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
110+ 4.99% |
$22.1K - $24.7K
|
2.32K
$558K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
110+ 15.49% |
$22.1K - $24.7K
|
820
$198K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
109+ 1.62% |
$21.9K - $24.5K
|
6.84K
$1.65M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
107New |
$21.5K - $24K
|
107
$25.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
107New |
$21.5K - $24K
|
107
$25.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
106+ 2.61% |
$21.3K - $23.8K
|
4.17K
$1M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
104New |
$20.9K - $23.4K
|
104
$25.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
104+ 1.22% |
$20.9K - $23.4K
|
8.63K
$2.08M
|