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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
475+ 11.87% |
$83K - $103K
|
4.48K
$976K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
475+ 2.6% |
$83K - $103K
|
18.8K
$4.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
459+ 4.78% |
$80.2K - $99K
|
10.1K
$2.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
456+ 17.39% |
$79.7K - $98.4K
|
3.08K
$671K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
451+ 17.1% |
$78.8K - $97.3K
|
3.09K
$673K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
442+ 3.07% |
$77.3K - $95.4K
|
14.9K
$3.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
438+ 2.5% |
$76.6K - $94.5K
|
17.9K
$3.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
438+ 1.66% |
$76.6K - $94.5K
|
26.7K
$5.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
416+ 5.15% |
$72.7K - $89.8K
|
8.49K
$1.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
413+ 9.74% |
$72.2K - $89.1K
|
4.66K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
413+ 129.06% |
$72.2K - $89.1K
|
733
$160K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
409+ 0.84% |
$71.5K - $88.3K
|
49.2K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
407+ 0.59% |
$71.2K - $87.8K
|
69.8K
$15.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
375+ 0.54% |
$65.6K - $80.9K
|
69.5K
$15.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
365+ 23.49% |
$63.8K - $78.8K
|
1.92K
$418K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
333+ 0.19% |
$58.2K - $71.9K
|
178K
$38.9M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
315+ 1.22% |
$55.1K - $68K
|
26.2K
$5.71M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
310+ 1.42% |
$54.2K - $66.9K
|
22.1K
$4.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
296+ 0.45% |
$51.7K - $63.9K
|
66.6K
$14.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
283+ 79.72% |
$49.5K - $61.1K
|
638
$139K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
282+ 4.08% |
$49.3K - $60.9K
|
7.19K
$1.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
282+ 5.64% |
$49.3K - $60.9K
|
5.29K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
268+ 3.79% |
$46.9K - $57.8K
|
7.34K
$1.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
268+ 0.73% |
$46.9K - $57.8K
|
36.9K
$8.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
250+ 1.11% |
$43.7K - $53.9K
|
22.8K
$4.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
214+ 10.78% |
$37.4K - $46.2K
|
2.2K
$479K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
213+ 4.46% |
$37.2K - $46K
|
4.99K
$1.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
205+ 3.29% |
$35.8K - $44.2K
|
6.44K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
202+ 20.7% |
$35.3K - $43.6K
|
1.18K
$257K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
200+ 29.9% |
$35K - $43.2K
|
869
$189K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
PUT |
200New |
$35K - $43.2K
|
200
$43.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
197+ 7.0% |
$34.4K - $42.5K
|
3.01K
$657K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
188+ 0.89% |
$32.9K - $40.6K
|
21.3K
$4.64M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
182+ 7.89% |
$31.8K - $39.3K
|
2.49K
$543K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
166+ 30.4% |
$29K - $35.8K
|
712
$155K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
165+ 8.06% |
$28.8K - $35.6K
|
2.21K
$482K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
161+ 0.86% |
$28.1K - $34.7K
|
18.8K
$4.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
156+ 0.21% |
$27.3K - $33.7K
|
74.3K
$16.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
153+ 2.05% |
$26.7K - $33K
|
7.61K
$1.66M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
143+ 29.01% |
$25K - $30.9K
|
636
$139K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
141New |
$24.6K - $30.4K
|
141
$30.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
138+ 4.5% |
$24.1K - $29.8K
|
3.2K
$698K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
131New |
$22.9K - $28.3K
|
131
$28.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
131+ 1.99% |
$22.9K - $28.3K
|
6.72K
$1.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
125+ 1.06% |
$21.9K - $27K
|
11.9K
$2.6M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
115+ 8.17% |
$20.1K - $24.8K
|
1.52K
$332K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
113+ 5.01% |
$19.8K - $24.4K
|
2.37K
$516K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
112+ 5.59% |
$19.6K - $24.2K
|
2.12K
$461K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
111+ 7.79% |
$19.4K - $24K
|
1.54K
$335K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
108+ 5.39% |
$18.9K - $23.3K
|
2.11K
$461K
|