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 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
29+ 4.55% |
$5.59K - $6.07K
|
667
$151K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
28New |
$5.4K - $5.86K
|
28
$6.32K
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
28+ 2.2% |
$5.4K - $5.86K
|
1.3K
$294K
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
25+ 0.45% |
$4.82K - $5.24K
|
5.55K
$1.25M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
25+ 2.45% |
$4.82K - $5.24K
|
1.05K
$236K
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
23+ 0.89% |
$4.44K - $4.82K
|
2.62K
$591K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
22+ 0.24% |
$4.24K - $4.61K
|
9.1K
$2.05M
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
21+ 1.28% |
$4.05K - $4.4K
|
1.66K
$374K
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
20+ 0.35% |
$3.86K - $4.19K
|
5.78K
$1.3M
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
19+ 0.26% |
$3.66K - $3.98K
|
7.42K
$1.67M
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
18+ 1.84% |
$3.47K - $3.77K
|
998
$225K
|
|
Aug 12, 2024
Q2 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
18+ 1.52% |
$3.47K - $3.77K
|
1.21K
$272K
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
18+ 0.78% |
$3.47K - $3.77K
|
2.33K
$526K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
18New |
$3.47K - $3.77K
|
18
$4.06K
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
18+ 1.66% |
$3.47K - $3.77K
|
1.1K
$248K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
17+ 0.06% |
$3.28K - $3.56K
|
26.8K
$6.05M
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
17+ 0.19% |
$3.28K - $3.56K
|
8.77K
$1.98M
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
17+ 0.65% |
$3.28K - $3.56K
|
2.65K
$598K
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
17+ 0.74% |
$3.28K - $3.56K
|
2.31K
$520K
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
15+ 0.05% |
$2.89K - $3.14K
|
27.6K
$6.23M
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
BUY
|
- |
15+ 0.75% |
$2.89K - $3.14K
|
2.01K
$454K
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
15+ 0.21% |
$2.89K - $3.14K
|
7.22K
$1.63M
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
15+ 1.34% |
$2.89K - $3.14K
|
1.14K
$256K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
14+ 0.28% |
$2.7K - $2.93K
|
5.05K
$1.14M
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
14+ 1.14% |
$2.7K - $2.93K
|
1.24K
$280K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
14New |
$2.7K - $2.93K
|
14
$3.16K
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
13+ 0.43% |
$2.51K - $2.72K
|
3.04K
$686K
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
13+ 0.23% |
$2.51K - $2.72K
|
5.57K
$1.26M
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.27% |
$2.51K - $2.72K
|
4.79K
$1.08M
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
13+ 0.78% |
$2.51K - $2.72K
|
1.68K
$379K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
PUT |
12New |
$2.31K - $2.51K
|
12
$2.71K
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
12+ 0.88% |
$2.31K - $2.51K
|
1.37K
$309K
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
12+ 0.6% |
$2.31K - $2.51K
|
2K
$452K
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
12+ 0.27% |
$2.31K - $2.51K
|
4.4K
$992K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
11+ 0.3% |
$2.12K - $2.3K
|
3.62K
$817K
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
11+ 0.02% |
$2.12K - $2.3K
|
58.2K
$13.1M
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
11+ 0.64% |
$2.12K - $2.3K
|
1.72K
$387K
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
BUY
|
- |
10+ 0.54% |
$1.93K - $2.09K
|
1.86K
$419K
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
9+ 0.22% |
$1.74K - $1.88K
|
4.09K
$922K
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
9+ 0.88% |
$1.74K - $1.88K
|
1.04K
$234K
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
9+ 1.45% |
$1.74K - $1.88K
|
631
$142K
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8+ 0.25% |
$1.54K - $1.68K
|
3.23K
$729K
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8New |
$1.54K - $1.68K
|
8
$1.81K
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
7+ 0.02% |
$1.35K - $1.47K
|
31.9K
$7.2M
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
7New |
$1.35K - $1.47K
|
7
$1.58K
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
7+ 0.64% |
$1.35K - $1.47K
|
1.1K
$248K
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
BUY
|
- |
7+ 0.26% |
$1.35K - $1.47K
|
2.75K
$620K
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6+ 0.29% |
$1.16K - $1.26K
|
2.09K
$471K
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
6+ 0.17% |
$1.16K - $1.26K
|
3.44K
$776K
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.09% |
$964 - $1.05K
|
5.28K
$1.19M
|