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 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
103+ 5.63% |
$20.7K - $23.1K
|
1.93K
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
102+ 11.18% |
$20.5K - $22.9K
|
1.01K
$245K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
102+ 1.33% |
$20.5K - $22.9K
|
7.8K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
100+ 5.69% |
$20.1K - $22.5K
|
1.86K
$450K
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
100+ 8.1% |
$20.1K - $22.5K
|
1.33K
$323K
|
|
|
Nov 06, 2024
Q3 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
CALL |
100+ 50.0% |
$20.1K - $22.5K
|
300
$72.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
100New |
$20.1K - $22.5K
|
100
$24.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
100+ 10.0% |
$20.1K - $22.5K
|
1.1K
$266K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
100+ 25.0% |
$20.1K - $22.5K
|
500
$121K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
100+ 1.7% |
$20.1K - $22.5K
|
6K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
99+ 0.12% |
$19.9K - $22.2K
|
80.9K
$19.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
99+ 7.98% |
$19.9K - $22.2K
|
1.34K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
96+ 0.55% |
$19.3K - $21.6K
|
17.4K
$4.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
96+ 4.37% |
$19.3K - $21.6K
|
2.29K
$554K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
94+ 42.34% |
$18.9K - $21.1K
|
316
$76.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
93+ 0.21% |
$18.7K - $20.9K
|
45K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
91+ 0.61% |
$18.3K - $20.4K
|
14.9K
$3.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
91+ 3.79% |
$18.3K - $20.4K
|
2.49K
$603K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
91+ 0.95% |
$18.3K - $20.4K
|
9.66K
$2.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
91+ 0.65% |
$18.3K - $20.4K
|
14.1K
$3.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
90+ 1.55% |
$18.1K - $20.2K
|
5.9K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
89+ 0.75% |
$17.9K - $20K
|
11.9K
$2.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
89+ 19.6% |
$17.9K - $20K
|
543
$131K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
87+ 3.48% |
$17.5K - $19.5K
|
2.59K
$626K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
85+ 2.36% |
$17.1K - $19.1K
|
3.69K
$893K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
85+ 6.0% |
$17.1K - $19.1K
|
1.5K
$363K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
85+ 0.53% |
$17.1K - $19.1K
|
16.2K
$3.91M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
83+ 0.89% |
$16.7K - $18.6K
|
9.42K
$2.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
81+ 1.55% |
$16.3K - $18.2K
|
5.3K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
81+ 0.8% |
$16.3K - $18.2K
|
10.2K
$2.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
80New |
$16.1K - $18K
|
80
$19.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
80+ 10.67% |
$16.1K - $18K
|
830
$201K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
80+ 5.32% |
$16.1K - $18K
|
1.59K
$383K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
79+ 0.97% |
$15.9K - $17.7K
|
8.25K
$2M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
79+ 5.53% |
$15.9K - $17.7K
|
1.51K
$364K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
77+ 4.41% |
$15.5K - $17.3K
|
1.83K
$441K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
76+ 5.19% |
$15.3K - $17.1K
|
1.54K
$372K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
75+ 0.51% |
$15.1K - $16.8K
|
14.9K
$3.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
75+ 3.11% |
$15.1K - $16.8K
|
2.49K
$602K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
75+ 5.35% |
$15.1K - $16.8K
|
1.48K
$357K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
71+ 4.0% |
$14.3K - $15.9K
|
1.85K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
69+ 4.86% |
$13.9K - $15.5K
|
1.49K
$360K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
69+ 2.01% |
$13.9K - $15.5K
|
3.5K
$845K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
69+ 1.7% |
$13.9K - $15.5K
|
4.14K
$1M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
68+ 10.41% |
$13.7K - $15.3K
|
721
$174K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
67+ 0.3% |
$13.5K - $15K
|
22.3K
$5.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
67+ 3.32% |
$13.5K - $15K
|
2.09K
$505K
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
66+ 3.06% |
$13.3K - $14.8K
|
2.22K
$537K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
66+ 2.98% |
$13.3K - $14.8K
|
2.28K
$552K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
63+ 116.67% |
$12.7K - $14.1K
|
117
$28.3K
|