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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
2.58K+ 113.78% |
$519K - $580K
|
4.86K
$1.1M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.55K+ 15.73% |
$513K - $573K
|
18.8K
$4.24M
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2.54KNew |
$510K - $570K
|
2.54K
$573K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.42KNew |
$487K - $544K
|
2.42K
$547K
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2.29K+ 3.81% |
$459K - $514K
|
62.3K
$14.1M
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.23K+ 42.02% |
$449K - $502K
|
7.55K
$1.7M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.23K+ 11.35% |
$448K - $501K
|
21.9K
$4.94M
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.2K+ 7.13% |
$442K - $494K
|
33.1K
$7.46M
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.12KNew |
$426K - $476K
|
2.12K
$478K
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.06K+ 3.38% |
$414K - $463K
|
63.1K
$14.2M
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.04K+ 109.86% |
$410K - $458K
|
3.9K
$879K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
2.04K+ 751.29% |
$409K - $457K
|
2.31K
$521K
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.97K+ 4.39% |
$395K - $442K
|
46.8K
$10.6M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.96K+ 112.36% |
$393K - $439K
|
3.7K
$834K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.89KNew |
$379K - $424K
|
1.89K
$426K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.87KNew |
$375K - $419K
|
1.87K
$421K
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.85K+ 7716.67% |
$372K - $416K
|
1.88K
$423K
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.85K+ 64.96% |
$371K - $414K
|
4.69K
$1.06M
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.8K+ 61.02% |
$362K - $404K
|
4.75K
$1.07M
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.76K+ 105.69% |
$354K - $396K
|
3.43K
$775K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.72K+ 1.29% |
$345K - $385K
|
135K
$30.5M
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.72KNew |
$345K - $385K
|
1.72K
$387K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.6K+ 7.64% |
$321K - $359K
|
22.5K
$5.09M
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1.57K+ 44.0% |
$315K - $352K
|
5.14K
$1.16M
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.54KNew |
$310K - $347K
|
1.54K
$348K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.46K+ 4.24% |
$293K - $327K
|
35.8K
$8.07M
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
1.45K+ 6.17% |
$292K - $326K
|
25K
$5.64M
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.4K+ 13.92% |
$281K - $314K
|
11.5K
$2.59M
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.39K+ 7.46% |
$279K - $312K
|
20K
$4.51M
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
1.38K+ 1.28% |
$277K - $309K
|
109K
$24.6M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.3KNew |
$261K - $292K
|
1.3K
$294K
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.3K+ 1.64% |
$261K - $292K
|
80.4K
$18.1M
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.29KNew |
$259K - $290K
|
1.29K
$291K
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.28K+ 5.14% |
$258K - $288K
|
26.2K
$5.92M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.25K+ 64.87% |
$251K - $281K
|
3.18K
$717K
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.24K+ 21.24% |
$249K - $278K
|
7.07K
$1.6M
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.22KNew |
$244K - $273K
|
1.22K
$274K
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.16K+ 27.54% |
$233K - $260K
|
5.36K
$1.21M
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.13K+ 3.99% |
$227K - $254K
|
29.5K
$6.66M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.12K+ 20.23% |
$224K - $251K
|
6.64K
$1.5M
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.06KNew |
$212K - $237K
|
1.06K
$238K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.05K+ 9.23% |
$211K - $236K
|
12.4K
$2.8M
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.04K+ 9.81% |
$210K - $234K
|
11.7K
$2.64M
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.01K+ 54.81% |
$204K - $228K
|
2.86K
$646K
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
999+ 12.65% |
$201K - $224K
|
8.9K
$2.01M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
961+ 28.86% |
$193K - $216K
|
4.29K
$968K
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
954New |
$192K - $214K
|
954
$215K
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
950New |
$191K - $213K
|
950
$214K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
932+ 84.65% |
$187K - $209K
|
2.03K
$459K
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
926New |
$186K - $208K
|
926
$209K
|