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 15, 2024
Q1 2024
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
2.5KNew |
$474K - $526K
|
2.5K
$564K
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.5KNew |
$474K - $526K
|
2.5K
$564K
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
2.45K+ 61.3% |
$463K - $514K
|
6.44K
$1.45M
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.33KNew |
$441K - $490K
|
2.33K
$526K
|
|
May 15, 2024
Q1 2024
|
Scopia Capital Management LP
New York, NY |
BUY
|
PUT |
2.16KNew |
$409K - $453K
|
2.16K
$487K
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
2.12KNew |
$401K - $445K
|
2.12K
$478K
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.04K+ 136.07% |
$387K - $429K
|
3.54K
$799K
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
PUT |
2KNew |
$379K - $421K
|
2K
$451K
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.94KNew |
$367K - $408K
|
1.94K
$437K
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.93KNew |
$366K - $406K
|
1.93K
$436K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.92KNew |
$364K - $404K
|
1.92K
$433K
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.9KNew |
$360K - $400K
|
1.9K
$429K
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.9KNew |
$360K - $399K
|
1.9K
$428K
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.89K+ 66.6% |
$357K - $397K
|
4.72K
$1.06M
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.85KNew |
$350K - $388K
|
1.85K
$416K
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.74K+ 132.55% |
$330K - $366K
|
3.05K
$688K
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.73K+ 7.43% |
$327K - $363K
|
25K
$5.63M
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.69K+ 98.37% |
$321K - $356K
|
3.41K
$770K
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.61KNew |
$304K - $338K
|
1.61K
$363K
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
1.59KNew |
$301K - $335K
|
1.59K
$359K
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
1.57KNew |
$298K - $331K
|
1.57K
$355K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.5KNew |
$285K - $316K
|
1.5K
$339K
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.25K+ 12.71% |
$237K - $263K
|
11.1K
$2.5M
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
1.22KNew |
$231K - $257K
|
1.22K
$275K
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.15KNew |
$217K - $241K
|
1.15K
$258K
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
1.08KNew |
$205K - $227K
|
1.08K
$244K
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.08KNew |
$204K - $226K
|
1.08K
$243K
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
1.07K+ 28.58% |
$203K - $226K
|
4.83K
$1.09M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.05KNew |
$199K - $221K
|
1.05K
$237K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.05KNew |
$199K - $220K
|
1.05K
$236K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
1KNew |
$189K - $210K
|
1K
$226K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
PUT |
1KNew |
$189K - $210K
|
1K
$226K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
CALL |
1KNew |
$189K - $210K
|
1K
$226K
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
1KNew |
$189K - $210K
|
1K
$226K
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1KNew |
$189K - $210K
|
1K
$226K
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
998New |
$189K - $210K
|
998
$225K
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
986New |
$187K - $207K
|
986
$222K
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
985New |
$187K - $207K
|
985
$222K
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
985New |
$187K - $207K
|
985
$222K
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
983New |
$186K - $207K
|
983
$222K
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
979New |
$186K - $206K
|
979
$221K
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
974New |
$185K - $205K
|
974
$220K
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
974New |
$185K - $205K
|
974
$220K
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
970New |
$184K - $204K
|
970
$219K
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
964New |
$183K - $203K
|
964
$218K
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
962New |
$182K - $202K
|
962
$217K
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
961New |
$182K - $202K
|
961
$217K
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
954New |
$181K - $201K
|
954
$215K
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
953New |
$181K - $200K
|
953
$215K
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
948New |
$180K - $199K
|
948
$214K
|