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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
68+ 2.14% |
$13.1K - $14.2K
|
3.25K
$732K
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
66+ 0.23% |
$12.7K - $13.8K
|
28.6K
$6.46M
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
66+ 2.81% |
$12.7K - $13.8K
|
2.41K
$544K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
65+ 13.43% |
$12.5K - $13.6K
|
549
$124K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
62New |
$12K - $13K
|
62
$14K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
62+ 3.13% |
$12K - $13K
|
2.04K
$461K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
60+ 1.75% |
$11.6K - $12.6K
|
3.49K
$786K
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
60+ 6.05% |
$11.6K - $12.6K
|
1.05K
$237K
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
59+ 4.28% |
$11.4K - $12.4K
|
1.44K
$324K
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
55+ 2.54% |
$10.6K - $11.5K
|
2.22K
$502K
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
55+ 0.28% |
$10.6K - $11.5K
|
19.5K
$4.41M
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
55New |
$10.6K - $11.5K
|
55
$12.4K
|
|
Jul 16, 2024
Q2 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
55+ 1.32% |
$10.6K - $11.5K
|
4.22K
$951K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
54+ 15.61% |
$10.4K - $11.3K
|
400
$90.3K
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
54+ 20.0% |
$10.4K - $11.3K
|
324
$73.1K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
52+ 0.76% |
$10K - $10.9K
|
6.91K
$1.56M
|
|
Aug 14, 2024
Q2 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
50+ 3.34% |
$9.64K - $10.5K
|
1.55K
$349K
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
BUY
|
- |
50+ 1.82% |
$9.64K - $10.5K
|
2.79K
$630K
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
49+ 34.27% |
$9.45K - $10.3K
|
192
$43.3K
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
47+ 2.64% |
$9.06K - $9.84K
|
1.83K
$412K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
47+ 0.38% |
$9.06K - $9.84K
|
12.3K
$2.78M
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
46+ 3.63% |
$8.87K - $9.63K
|
1.31K
$297K
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
46+ 0.26% |
$8.87K - $9.63K
|
18.1K
$4.08M
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
45+ 0.97% |
$8.68K - $9.42K
|
4.69K
$1.06M
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
45+ 0.61% |
$8.68K - $9.42K
|
7.44K
$1.68M
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
44+ 3.24% |
$8.48K - $9.22K
|
1.4K
$316K
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
43+ 0.27% |
$8.29K - $9.01K
|
16.2K
$3.64M
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
43+ 15.64% |
$8.29K - $9.01K
|
318
$71.8K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
41New |
$7.91K - $8.59K
|
41
$9.25K
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
41+ 0.28% |
$7.91K - $8.59K
|
14.8K
$3.34M
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
41+ 0.65% |
$7.91K - $8.59K
|
6.39K
$1.44M
|
|
Aug 08, 2024
Q2 2024
|
Resolute Advisors LLC
|
BUY
|
- |
41+ 0.28% |
$7.91K - $8.59K
|
14.6K
$3.29M
|
|
Jul 19, 2024
Q2 2024
|
Verger Capital Management LLC
|
BUY
|
- |
40+ 0.15% |
$7.71K - $8.38K
|
26.7K
$6.02M
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
38+ 0.26% |
$7.33K - $7.96K
|
14.9K
$3.35M
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
36+ 2.2% |
$6.94K - $7.54K
|
1.67K
$378K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
36+ 1.95% |
$6.94K - $7.54K
|
1.88K
$424K
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
36+ 0.28% |
$6.94K - $7.54K
|
13K
$2.94M
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
36+ 0.53% |
$6.94K - $7.54K
|
6.85K
$1.55M
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
35+ 2.44% |
$6.75K - $7.33K
|
1.47K
$332K
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
35+ 2.57% |
$6.75K - $7.33K
|
1.4K
$315K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
35New |
$6.75K - $7.33K
|
35
$7.9K
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
35+ 1.78% |
$6.75K - $7.33K
|
2.01K
$452K
|
|
Aug 13, 2024
Q2 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
34+ 0.75% |
$6.56K - $7.12K
|
4.59K
$1.04M
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
34+ 0.26% |
$6.56K - $7.12K
|
13.2K
$2.98M
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
33+ 0.78% |
$6.36K - $6.91K
|
4.28K
$967K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
32+ 290.91% |
$6.17K - $6.7K
|
43
$9.7K
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
32+ 0.14% |
$6.17K - $6.7K
|
22.2K
$5.01M
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
32+ 0.27% |
$6.17K - $6.7K
|
11.9K
$2.69M
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
32+ 26.45% |
$6.17K - $6.7K
|
153
$34.5K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
32New |
$6.17K - $6.7K
|
32
$7.22K
|