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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
139+ 1.73% |
$26.8K - $29.1K
|
8.2K
$1.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
138+ 0.23% |
$26.6K - $28.9K
|
60.3K
$14.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
CALL |
100+ 25.0% |
$19.3K - $20.9K
|
500
$120K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
100New |
$19.3K - $20.9K
|
100
$24.1K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
85+ 0.26% |
$16.4K - $17.8K
|
33.3K
$8.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
79+ 1.16% |
$15.2K - $16.5K
|
6.91K
$1.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
73+ 3.16% |
$14.1K - $15.3K
|
2.38K
$574K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
70New |
$13.5K - $14.7K
|
70
$16.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
70+ 1.19% |
$13.5K - $14.7K
|
5.96K
$1.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
62New |
$12K - $13K
|
62
$14.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
60+ 1.75% |
$11.6K - $12.6K
|
3.49K
$840K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
60+ 6.05% |
$11.6K - $12.6K
|
1.05K
$253K
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
55+ 2.54% |
$10.6K - $11.5K
|
2.22K
$536K
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
55New |
$10.6K - $11.5K
|
55
$13.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
43+ 15.64% |
$8.29K - $9.01K
|
318
$76.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
41New |
$7.91K - $8.59K
|
41
$9.88K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
35+ 2.57% |
$6.75K - $7.33K
|
1.4K
$336K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
35New |
$6.75K - $7.33K
|
35
$8.43K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
35+ 1.78% |
$6.75K - $7.33K
|
2.01K
$483K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
32+ 290.91% |
$6.17K - $6.7K
|
43
$10.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
32New |
$6.17K - $6.7K
|
32
$7.71K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
29+ 4.55% |
$5.59K - $6.07K
|
667
$161K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
28New |
$5.4K - $5.86K
|
28
$6.75K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
28+ 2.2% |
$5.4K - $5.86K
|
1.3K
$314K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
25+ 2.45% |
$4.82K - $5.24K
|
1.05K
$252K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
22+ 0.24% |
$4.24K - $4.61K
|
9.1K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
21+ 1.28% |
$4.05K - $4.4K
|
1.66K
$399K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
18New |
$3.47K - $3.77K
|
18
$4.34K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
18+ 1.66% |
$3.47K - $3.77K
|
1.1K
$265K
|
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
15+ 0.21% |
$2.89K - $3.14K
|
7.22K
$1.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
14New |
$2.7K - $2.93K
|
14
$3.37K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
PUT |
12New |
$2.31K - $2.51K
|
12
$2.89K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
12+ 0.88% |
$2.31K - $2.51K
|
1.37K
$330K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
11+ 0.64% |
$2.12K - $2.3K
|
1.72K
$414K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
9+ 1.45% |
$1.74K - $1.88K
|
631
$152K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8New |
$1.54K - $1.68K
|
8
$1.93K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
7New |
$1.35K - $1.47K
|
7
$1.69K
|
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
7+ 0.64% |
$1.35K - $1.47K
|
1.1K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$771 - $838
|
30.9K
$7.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4New |
$771 - $838
|
4
$964
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3+ 0.26% |
$579 - $628
|
1.14K
$274K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2New |
$386 - $419
|
2
$482
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 4.0% |
$193 - $209
|
26
$6.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1+ 0.09% |
$193 - $209
|
1.12K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1New |
$193 - $209
|
1
$241
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1New |
$193 - $209
|
1
$241
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$193 - $209
|
4.38K
$1.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 1.11% |
$193 - $209
|
91
$21.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1+ 0.04% |
$193 - $209
|
2.3K
$554K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1+ 0.77% |
$193 - $209
|
131
$31.6K
|