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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.18KNew |
$472K - $529K
|
2.18K
$476K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.12KNew |
$458K - $513K
|
2.12K
$462K
|
|
|
Feb 12, 2025
Q4 2024
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
2.1KNew |
$454K - $509K
|
2.1K
$458K
|
|
|
Jun 20, 2025
Q4 2024
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
2.1KNew |
$453K - $508K
|
2.1K
$457K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.98K+ 25.23% |
$427K - $479K
|
9.8K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.93K+ 12.56% |
$416K - $467K
|
17.3K
$3.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.91KNew |
$413K - $463K
|
1.91K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
1.8KNew |
$389K - $436K
|
1.8K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
1.77KNew |
$383K - $429K
|
1.77K
$386K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.77KNew |
$382K - $429K
|
1.77K
$385K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.76KNew |
$381K - $427K
|
1.76K
$384K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
1.74KNew |
$375K - $421K
|
1.74K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.72KNew |
$371K - $416K
|
1.72K
$375K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.67K+ 126.08% |
$361K - $404K
|
2.99K
$652K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.63KNew |
$352K - $395K
|
1.63K
$355K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.57KNew |
$338K - $379K
|
1.57K
$341K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.51KNew |
$325K - $365K
|
1.51K
$328K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.5KNew |
$325K - $364K
|
1.5K
$327K
|
|
|
Jun 10, 2025
Q4 2024
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
PUT |
1.5KNew |
$324K - $364K
|
1.5K
$327K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.46K+ 7.32% |
$316K - $354K
|
21.4K
$4.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.44KNew |
$310K - $348K
|
1.44K
$313K
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
1.43KNew |
$308K - $345K
|
1.43K
$311K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1.41K+ 55.44% |
$304K - $341K
|
3.95K
$860K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.4KNew |
$302K - $338K
|
1.4K
$304K
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
1.37KNew |
$296K - $332K
|
1.37K
$298K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.36KNew |
$295K - $331K
|
1.36K
$297K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.33KNew |
$287K - $322K
|
1.33K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.33KNew |
$286K - $321K
|
1.33K
$289K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
1.29KNew |
$279K - $313K
|
1.29K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.29KNew |
$279K - $313K
|
1.29K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
1.24KNew |
$269K - $301K
|
1.24K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
1.21KNew |
$262K - $294K
|
1.21K
$264K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.21KNew |
$261K - $293K
|
1.21K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
CALL |
1.2KNew |
$259K - $291K
|
1.2K
$262K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.15K+ 118.64% |
$249K - $279K
|
2.12K
$463K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
1.14KNew |
$246K - $276K
|
1.14K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1.1KNew |
$238K - $267K
|
1.1K
$240K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.07KNew |
$231K - $259K
|
1.07K
$233K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.07KNew |
$231K - $259K
|
1.07K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.07K+ 31.59% |
$230K - $258K
|
4.44K
$968K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
1.05KNew |
$227K - $255K
|
1.05K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.05K+ 0.48% |
$226K - $254K
|
217K
$47.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1.04KNew |
$224K - $251K
|
1.04K
$226K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.03KNew |
$223K - $250K
|
1.03K
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.03KNew |
$223K - $250K
|
1.03K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1.02KNew |
$220K - $247K
|
1.02K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
1.01KNew |
$218K - $244K
|
1.01K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1KNew |
$217K - $243K
|
1K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1KNew |
$216K - $242K
|
1K
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
1KNew |
$216K - $242K
|
1K
$218K
|