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 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
3+ 0.25% |
$594 - $689
|
1.19K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
3+ 0.27% |
$594 - $689
|
1.13K
$247K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.18% |
$594 - $689
|
1.69K
$369K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3+ 0.23% |
$594 - $689
|
1.33K
$290K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
3+ 0.24% |
$594 - $689
|
1.23K
$268K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
3+ 0.1% |
$594 - $689
|
3.12K
$680K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
3+ 0.22% |
$594 - $689
|
1.4K
$305K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
3+ 0.22% |
$594 - $689
|
1.38K
$301K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3+ 0.04% |
$594 - $689
|
7.96K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
2+ 0.16% |
$396 - $460
|
1.26K
$276K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$396 - $460
|
1.33K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.18% |
$396 - $460
|
1.13K
$247K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
2+ 1.25% |
$396 - $460
|
162
$35.3K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
2+ 0.18% |
$396 - $460
|
1.1K
$239K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2+ 0.05% |
$396 - $460
|
4.15K
$905K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$396 - $460
|
1.13K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$198 - $230
|
8.94K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.01% |
$198 - $230
|
9.33K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1+ 0.09% |
$198 - $230
|
1.14K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1+ 0.27% |
$198 - $230
|
378
$82.4K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.21% |
$198 - $230
|
486
$106K
|
|
|
May 12, 2025
Q1 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$198 - $230
|
2.98K
$650K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1+ 0.0% |
$198 - $230
|
32.1K
$7M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1+ 0.02% |
$198 - $230
|
6.47K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1+ 0.03% |
$198 - $230
|
3.86K
$841K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 0.6% |
$198 - $230
|
168
$36.6K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.2% |
$198 - $230
|
500
$109K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.06% |
$198 - $230
|
1.75K
$381K
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1+ 0.05% |
$198 - $230
|
2.11K
$460K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1+ 0.08% |
$198 - $230
|
1.2K
$261K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.09% |
$198 - $230
|
1.16K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.06% |
$198 - $230
|
1.81K
$394K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1+ 0.02% |
$198 - $230
|
4.79K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1+ 0.05% |
$198 - $230
|
2.12K
$463K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.54% |
$198 - $230
|
187
$40.8K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Rubric Capital Management LP
New York, NY |
BUY
|
PUT |
5.07MNew |
$1.1B - $1.23B
|
5.07M
$1.11B
|
|
|
Feb 14, 2025
Q4 2024
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
PUT |
2.7M+ 60.0% |
$584M - $654M
|
7.2M
$1.57B
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
CALL |
1.5MNew |
$324M - $364M
|
1.5M
$327M
|
|
|
Feb 14, 2025
Q4 2024
|
Broad Bay Capital Management, LP
New York, NY |
BUY
|
PUT |
884KNew |
$191M - $214M
|
884K
$193M
|
|
|
Feb 14, 2025
Q4 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
752KNew |
$162M - $182M
|
752K
$164M
|
|
|
Feb 13, 2025
Q4 2024
|
One William Street Capital Management, L.P.
New York, NY |
BUY
|
CALL |
500KNew |
$108M - $121M
|
500K
$109M
|
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
CALL |
489K+ 113.6% |
$106M - $118M
|
919K
$200M
|
|
|
Feb 13, 2025
Q4 2024
|
Finepoint Capital LP
Boston, MA |
BUY
|
PUT |
420K+ 39.44% |
$90.8M - $102M
|
1.49M
$324M
|
|
|
Feb 14, 2025
Q4 2024
|
No Street Gp LP
San Francisco, CA |
BUY
|
- |
325KNew |
$70.2M - $78.8M
|
325K
$70.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
PUT |
300K+ 75.0% |
$64.8M - $72.7M
|
700K
$153M
|
|
|
Feb 14, 2025
Q4 2024
|
Potrero Capital Research LLC
San Francisco, CA |
BUY
|
PUT |
270KNew |
$58.4M - $65.4M
|
270K
$58.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
266K+ 43892.56% |
$57.4M - $64.4M
|
266K
$58M
|
|
|
Feb 14, 2025
Q4 2024
|
Metavasi Capital LP
Larchmont, NY |
BUY
|
PUT |
240K+ 400.0% |
$51.9M - $58.2M
|
300K
$65.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Gendell Jeffrey L
Greenwich, CT |
BUY
|
- |
238K+ 476.78% |
$51.5M - $57.8M
|
288K
$62.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
233KNew |
$50.4M - $56.5M
|
233K
$50.9M
|
|