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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
24+ 0.32% |
$4.82K - $5.39K
|
7.45K
$1.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
24+ 0.36% |
$4.82K - $5.39K
|
6.71K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23+ 1.91% |
$4.62K - $5.17K
|
1.23K
$296K
|
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
23+ 1.45% |
$4.62K - $5.17K
|
1.61K
$390K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
22+ 1.31% |
$4.42K - $4.94K
|
1.71K
$412K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
21+ 1.35% |
$4.22K - $4.72K
|
1.57K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
20+ 10.42% |
$4.02K - $4.49K
|
212
$51.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
20+ 3.75% |
$4.02K - $4.49K
|
553
$134K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
20+ 0.08% |
$4.02K - $4.49K
|
25.1K
$6.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
20+ 0.29% |
$4.02K - $4.49K
|
7K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
19+ 0.21% |
$3.82K - $4.27K
|
8.87K
$2.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
19+ 25.33% |
$3.82K - $4.27K
|
94
$22.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
19+ 9.45% |
$3.82K - $4.27K
|
220
$53.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
18+ 0.9% |
$3.62K - $4.04K
|
2.03K
$491K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
18+ 0.36% |
$3.62K - $4.04K
|
5.06K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
18+ 0.2% |
$3.62K - $4.04K
|
9.1K
$2.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
17+ 1.41% |
$3.41K - $3.82K
|
1.22K
$296K
|
|
|
Oct 31, 2024
Q3 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
17+ 0.41% |
$3.41K - $3.82K
|
4.21K
$1.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
17+ 0.13% |
$3.41K - $3.82K
|
13.1K
$3.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
17+ 0.09% |
$3.41K - $3.82K
|
18.2K
$4.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
17+ 0.35% |
$3.41K - $3.82K
|
4.87K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
16+ 7.11% |
$3.21K - $3.59K
|
241
$58.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.33% |
$3.21K - $3.59K
|
4.8K
$1.16M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
16+ 0.37% |
$3.21K - $3.59K
|
4.3K
$1.04M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
16+ 0.17% |
$3.21K - $3.59K
|
9.43K
$2.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
15+ 0.19% |
$3.01K - $3.37K
|
7.97K
$1.93M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
15+ 0.44% |
$3.01K - $3.37K
|
3.41K
$824K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
15+ 0.5% |
$3.01K - $3.37K
|
3.02K
$729K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15+ 0.58% |
$3.01K - $3.37K
|
2.59K
$627K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
14+ 4.36% |
$2.81K - $3.14K
|
335
$81K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.27% |
$2.81K - $3.14K
|
5.12K
$1.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14+ 2.56% |
$2.81K - $3.14K
|
560
$135K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
14+ 0.13% |
$2.81K - $3.14K
|
10.6K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
13+ 0.94% |
$2.61K - $2.92K
|
1.4K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
13+ 0.27% |
$2.61K - $2.92K
|
4.76K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
13+ 0.66% |
$2.61K - $2.92K
|
1.97K
$477K
|
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
13New |
$2.61K - $2.92K
|
13
$3.14K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
12+ 0.33% |
$2.41K - $2.7K
|
3.62K
$876K
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
11+ 0.08% |
$2.21K - $2.47K
|
14.6K
$3.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11+ 0.2% |
$2.21K - $2.47K
|
5.44K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11+ 0.53% |
$2.21K - $2.47K
|
2.07K
$501K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.26% |
$2.21K - $2.47K
|
4.29K
$1.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11+ 0.14% |
$2.21K - $2.47K
|
7.85K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
10+ 0.31% |
$2.01K - $2.25K
|
3.24K
$783K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
10+ 0.13% |
$2.01K - $2.25K
|
7.45K
$1.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
10+ 0.1% |
$2.01K - $2.25K
|
9.79K
$2.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
9+ 0.35% |
$1.81K - $2.02K
|
2.56K
$619K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
9+ 0.1% |
$1.81K - $2.02K
|
9.32K
$2.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.29% |
$1.81K - $2.02K
|
3.1K
$749K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8+ 0.22% |
$1.61K - $1.8K
|
3.63K
$878K
|