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 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
22New |
$4.36K - $5.06K
|
22
$4.8K
|
|
|
May 14, 2025
Q1 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
21+ 46.67% |
$4.16K - $4.83K
|
66
$14.4K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
21+ 0.15% |
$4.16K - $4.83K
|
13.6K
$2.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
20+ 0.04% |
$3.96K - $4.6K
|
46.9K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
19+ 15.2% |
$3.76K - $4.37K
|
144
$31.4K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
19+ 19.39% |
$3.76K - $4.37K
|
117
$25.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
18+ 1.13% |
$3.57K - $4.14K
|
1.61K
$352K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
17+ 0.08% |
$3.37K - $3.91K
|
20.3K
$4.43M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
17+ 13.18% |
$3.37K - $3.91K
|
146
$31.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
17+ 0.36% |
$3.37K - $3.91K
|
4.7K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
15+ 0.22% |
$2.97K - $3.45K
|
6.94K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
15New |
$2.97K - $3.45K
|
15
$3.27K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
15+ 187.5% |
$2.97K - $3.45K
|
23
$5.01K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
15+ 0.21% |
$2.97K - $3.45K
|
7.04K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
14+ 0.04% |
$2.77K - $3.22K
|
34.8K
$7.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14+ 37.84% |
$2.77K - $3.22K
|
51
$11.1K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
13+ 0.4% |
$2.58K - $2.99K
|
3.27K
$712K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
13+ 6.47% |
$2.58K - $2.99K
|
214
$46.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
12+ 0.21% |
$2.38K - $2.76K
|
5.72K
$1.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.2% |
$2.38K - $2.76K
|
6K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
11New |
$2.18K - $2.53K
|
11
$2.4K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
11+ 0.17% |
$2.18K - $2.53K
|
6.37K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
11+ 0.22% |
$2.18K - $2.53K
|
5.02K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
11+ 0.15% |
$2.18K - $2.53K
|
7.48K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
11+ 0.23% |
$2.18K - $2.53K
|
4.88K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11+ 0.09% |
$2.18K - $2.53K
|
12K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
10+ 0.22% |
$1.98K - $2.3K
|
4.52K
$985K
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
10+ 0.21% |
$1.98K - $2.3K
|
4.77K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
10+ 1.24% |
$1.98K - $2.3K
|
817
$178K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
9+ 1.08% |
$1.78K - $2.07K
|
839
$183K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
9+ 0.29% |
$1.78K - $2.07K
|
3.09K
$674K
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
9+ 6.67% |
$1.78K - $2.07K
|
144
$31.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
9+ 0.28% |
$1.78K - $2.07K
|
3.21K
$700K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
9+ 0.13% |
$1.78K - $2.07K
|
7K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
8+ 0.69% |
$1.58K - $1.84K
|
1.17K
$255K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7New |
$1.39K - $1.61K
|
7
$1.53K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
7+ 13.21% |
$1.39K - $1.61K
|
60
$13.1K
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
6+ 0.23% |
$1.19K - $1.38K
|
2.57K
$561K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
6+ 0.48% |
$1.19K - $1.38K
|
1.25K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
6+ 0.16% |
$1.19K - $1.38K
|
3.75K
$817K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
6+ 0.11% |
$1.19K - $1.38K
|
5.55K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6+ 0.26% |
$1.19K - $1.38K
|
2.28K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5+ 0.24% |
$991 - $1.15K
|
2.11K
$460K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5+ 6.33% |
$991 - $1.15K
|
84
$18.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5+ 0.3% |
$991 - $1.15K
|
1.69K
$369K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.25% |
$991 - $1.15K
|
2.01K
$438K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
5+ 0.11% |
$991 - $1.15K
|
4.69K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4+ 0.18% |
$792 - $919
|
2.24K
$489K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
4+ 0.22% |
$792 - $919
|
1.79K
$390K
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
3+ 0.29% |
$594 - $689
|
1.03K
$224K
|