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 14, 2024
Q3 2024
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
3.38KNew |
$679K - $759K
|
3.38K
$755K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.34K+ 563.91% |
$672K - $751K
|
3.94K
$879K
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
3.27KNew |
$656K - $734K
|
3.27K
$729K
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
3.09KNew |
$620K - $694K
|
3.09K
$690K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3.06K+ 4.48% |
$614K - $686K
|
71.2K
$15.9M
|
|
Nov 14, 2024
Q3 2024
|
Four World Capital Management LLC
New York, NY |
BUY
|
- |
3KNew |
$603K - $674K
|
3K
$670K
|
|
Nov 14, 2024
Q3 2024
|
Lonestar Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
3KNew |
$603K - $674K
|
3K
$670K
|
|
Oct 22, 2024
Q3 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
2.8KNew |
$562K - $629K
|
2.8K
$625K
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.78KNew |
$559K - $625K
|
2.78K
$621K
|
|
Nov 13, 2024
Q3 2024
|
Shannon River Fund Management LLC
|
BUY
|
PUT |
2.4KNew |
$482K - $539K
|
2.4K
$536K
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.32KNew |
$466K - $521K
|
2.32K
$518K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.26K+ 3.9% |
$454K - $508K
|
60.2K
$13.4M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
CALL |
2KNew |
$402K - $449K
|
2K
$447K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.89KNew |
$379K - $424K
|
1.89K
$421K
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.63KNew |
$327K - $366K
|
1.63K
$364K
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.5KNew |
$301K - $337K
|
1.5K
$335K
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.43KNew |
$287K - $321K
|
1.43K
$319K
|
|
Nov 04, 2024
Q3 2024
|
Truxt Investmentos Ltda.
|
BUY
|
- |
1.33KNew |
$268K - $300K
|
1.33K
$298K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.3KNew |
$261K - $292K
|
1.3K
$290K
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.25KNew |
$252K - $281K
|
1.25K
$280K
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.2KNew |
$241K - $269K
|
1.2K
$268K
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
1.14KNew |
$230K - $257K
|
1.14K
$255K
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.14K+ 95.06% |
$228K - $255K
|
2.33K
$520K
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.13KNew |
$227K - $254K
|
1.13K
$252K
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.12KNew |
$225K - $252K
|
1.12K
$250K
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
1.1KNew |
$220K - $246K
|
1.1K
$244K
|
|
Nov 13, 2024
Q3 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
1.08KNew |
$218K - $243K
|
1.08K
$242K
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
983New |
$197K - $221K
|
983
$219K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
980+ 8.39% |
$197K - $220K
|
12.7K
$2.83M
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
961New |
$193K - $216K
|
961
$215K
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
954New |
$192K - $214K
|
954
$213K
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
944New |
$190K - $212K
|
944
$211K
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
936New |
$188K - $210K
|
936
$209K
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
926New |
$186K - $208K
|
926
$207K
|
|
Jul 08, 2025
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
925New |
$186K - $208K
|
925
$207K
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
919New |
$185K - $206K
|
919
$205K
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
912New |
$183K - $205K
|
912
$204K
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
909New |
$183K - $204K
|
909
$203K
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
906New |
$182K - $203K
|
906
$202K
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
906New |
$182K - $203K
|
906
$202K
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
734+ 15.91% |
$147K - $165K
|
5.35K
$1.19M
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
656+ 21.02% |
$132K - $147K
|
3.78K
$843K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
651New |
$131K - $146K
|
651
$145K
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
632+ 14.73% |
$127K - $142K
|
4.92K
$1.1M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
539+ 3.19% |
$108K - $121K
|
17.5K
$3.9M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
514New |
$103K - $115K
|
514
$115K
|
|
Nov 13, 2024
Q3 2024
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
453New |
$91K - $102K
|
453
$101K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
417+ 82.9% |
$83.8K - $93.7K
|
920
$205K
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
395+ 19.27% |
$79.3K - $88.7K
|
2.45K
$546K
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
370New |
$74.3K - $83.1K
|
370
$82.6K
|