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 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
62+ 1.42% |
$12.5K - $13.9K
|
4.42K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
60+ 3.98% |
$12.1K - $13.5K
|
1.57K
$379K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
60+ 2.19% |
$12.1K - $13.5K
|
2.8K
$676K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
59+ 0.37% |
$11.9K - $13.3K
|
15.8K
$3.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
58+ 1.48% |
$11.7K - $13K
|
3.97K
$959K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
57+ 1.96% |
$11.4K - $12.8K
|
2.96K
$716K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
56+ 3.14% |
$11.2K - $12.6K
|
1.84K
$445K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
56+ 2.01% |
$11.2K - $12.6K
|
2.85K
$689K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
55+ 0.28% |
$11K - $12.4K
|
19.6K
$4.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
55+ 0.37% |
$11K - $12.4K
|
14.8K
$3.59M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
54+ 3.76% |
$10.8K - $12.1K
|
1.49K
$360K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
54+ 4.8% |
$10.8K - $12.1K
|
1.18K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
53+ 3.07% |
$10.6K - $11.9K
|
1.78K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
53+ 47.32% |
$10.6K - $11.9K
|
165
$39.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
53+ 0.33% |
$10.6K - $11.9K
|
16.2K
$3.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
52+ 0.61% |
$10.4K - $11.7K
|
8.6K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
50+ 0.98% |
$10K - $11.2K
|
5.18K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 2.41% |
$10K - $11.2K
|
2.13K
$515K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
48+ 0.45% |
$9.64K - $10.8K
|
10.8K
$2.62M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
47+ 6.75% |
$9.44K - $10.6K
|
743
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
47+ 0.73% |
$9.44K - $10.6K
|
6.45K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
47+ 0.05% |
$9.44K - $10.6K
|
98.8K
$23.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
47New |
$9.44K - $10.6K
|
47
$11.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
46+ 2.3% |
$9.24K - $10.3K
|
2.05K
$495K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
45+ 1.71% |
$9.04K - $10.1K
|
2.68K
$648K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
44+ 0.29% |
$8.84K - $9.88K
|
15.4K
$3.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
44+ 0.14% |
$8.84K - $9.88K
|
30.5K
$7.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
43+ 12.29% |
$8.64K - $9.66K
|
393
$95.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
40+ 3.76% |
$8.03K - $8.98K
|
1.1K
$267K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
40+ 1.45% |
$8.03K - $8.98K
|
2.79K
$676K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
39+ 0.33% |
$7.83K - $8.76K
|
12K
$2.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
39+ 2.56% |
$7.83K - $8.76K
|
1.56K
$377K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
39+ 2.06% |
$7.83K - $8.76K
|
1.93K
$467K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
37+ 0.51% |
$7.43K - $8.31K
|
7.34K
$1.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.62% |
$7.23K - $8.09K
|
5.81K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
36+ 0.03% |
$7.23K - $8.09K
|
118K
$28.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
31+ 0.32% |
$6.23K - $6.96K
|
9.72K
$2.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
31+ 0.4% |
$6.23K - $6.96K
|
7.85K
$1.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
30+ 40.0% |
$6.03K - $6.74K
|
105
$25.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
30+ 0.96% |
$6.03K - $6.74K
|
3.17K
$766K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.69% |
$6.03K - $6.74K
|
1.81K
$437K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29+ 7.16% |
$5.83K - $6.51K
|
434
$105K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
28+ 0.36% |
$5.62K - $6.29K
|
7.83K
$1.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
28+ 2.56% |
$5.62K - $6.29K
|
1.12K
$271K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
27+ 17.65% |
$5.42K - $6.06K
|
180
$43.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
26+ 0.38% |
$5.22K - $5.84K
|
6.89K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
25+ 2.05% |
$5.02K - $5.62K
|
1.24K
$300K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
25+ 33.33% |
$5.02K - $5.62K
|
100
$24.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
25New |
$5.02K - $5.62K
|
25
$6.05K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
24+ 0.09% |
$4.82K - $5.39K
|
26.8K
$6.49M
|