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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.91KNew |
$334K - $412K
|
1.91K
$416K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.8K+ 111.64% |
$315K - $389K
|
3.42K
$745K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.71K+ 7.06% |
$299K - $369K
|
25.9K
$5.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.54K+ 18.62% |
$270K - $333K
|
9.82K
$2.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.54K+ 8.19% |
$269K - $332K
|
20.3K
$4.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.54KNew |
$268K - $331K
|
1.54K
$335K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.42K+ 11.87% |
$248K - $306K
|
13.4K
$2.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.41KNew |
$246K - $304K
|
1.41K
$307K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.37KNew |
$239K - $295K
|
1.37K
$298K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
1.35K+ 0.8% |
$236K - $291K
|
170K
$37.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.27KNew |
$222K - $274K
|
1.27K
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.26K+ 0.75% |
$220K - $271K
|
168K
$36.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.25K+ 52.69% |
$219K - $270K
|
3.63K
$791K
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.21KNew |
$212K - $262K
|
1.21K
$264K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.18KNew |
$206K - $255K
|
1.18K
$257K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.13KNew |
$197K - $244K
|
1.13K
$246K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.05KNew |
$184K - $227K
|
1.05K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
1.03K+ 4.14% |
$179K - $221K
|
25.8K
$5.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.01K+ 7.86% |
$177K - $218K
|
13.9K
$3.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
1KNew |
$175K - $216K
|
1K
$218K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
997New |
$174K - $215K
|
997
$217K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
993New |
$174K - $214K
|
993
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
973New |
$170K - $210K
|
973
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
966New |
$169K - $208K
|
966
$211K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
964New |
$169K - $208K
|
964
$210K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
958New |
$167K - $207K
|
958
$209K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
948New |
$166K - $205K
|
948
$207K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
927New |
$162K - $200K
|
927
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
924New |
$162K - $199K
|
924
$201K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
825+ 2.3% |
$144K - $178K
|
36.7K
$8M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
801+ 10.73% |
$140K - $173K
|
8.27K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
797+ 78.6% |
$139K - $172K
|
1.81K
$395K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
771+ 21.71% |
$135K - $166K
|
4.32K
$942K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
763+ 5.84% |
$133K - $165K
|
13.8K
$3.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
750+ 53.0% |
$131K - $162K
|
2.17K
$472K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
730+ 25.64% |
$128K - $158K
|
3.58K
$780K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
725+ 68.46% |
$127K - $156K
|
1.78K
$389K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
708+ 6.64% |
$124K - $153K
|
11.4K
$2.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
675+ 6.22% |
$118K - $146K
|
11.5K
$2.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
653+ 9.47% |
$114K - $141K
|
7.55K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
622+ 3.18% |
$109K - $134K
|
20.2K
$4.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
603+ 0.83% |
$105K - $130K
|
73.6K
$16.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
597New |
$104K - $129K
|
597
$130K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
574+ 7.81% |
$100K - $124K
|
7.93K
$1.73M
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
572+ 1.2% |
$100K - $123K
|
48.1K
$10.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
569+ 16.34% |
$99.5K - $123K
|
4.05K
$883K
|
|
|
Jul 11, 2025
Q2 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
515+ 3.04% |
$90K - $111K
|
17.5K
$3.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
505+ 0.55% |
$88.3K - $109K
|
91.8K
$20M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
505+ 343.54% |
$88.3K - $109K
|
652
$142K
|
|
|
Jul 14, 2025
Q2 2025
|
Savior LLC
|
BUY
|
- |
484+ 13.28% |
$84.6K - $104K
|
4.13K
$900K
|