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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
922New |
$185K - $207K
|
922
$208K
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
912New |
$183K - $205K
|
912
$206K
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
900+ 8.61% |
$181K - $202K
|
11.4K
$2.56M
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
898+ 1.47% |
$180K - $202K
|
62.2K
$14M
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
883+ 39.76% |
$177K - $198K
|
3.1K
$700K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
875+ 23.97% |
$176K - $197K
|
4.53K
$1.02M
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
863+ 116.31% |
$173K - $194K
|
1.61K
$362K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
828+ 50.92% |
$166K - $186K
|
2.45K
$554K
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
796+ 10.37% |
$160K - $179K
|
8.47K
$1.91M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
770+ 2.76% |
$155K - $173K
|
28.6K
$6.46M
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
745+ 4.45% |
$150K - $167K
|
17.5K
$3.95M
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
738+ 2.88% |
$148K - $166K
|
26.3K
$5.94M
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
737+ 18.38% |
$148K - $166K
|
4.75K
$1.07M
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
720+ 16.28% |
$145K - $162K
|
5.14K
$1.16M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
710+ 3.32% |
$143K - $159K
|
22.1K
$4.98M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
707+ 3.92% |
$142K - $159K
|
18.7K
$4.23M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
683+ 0.26% |
$137K - $153K
|
263K
$59.3M
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
669+ 28.96% |
$134K - $150K
|
2.98K
$672K
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
667+ 3.63% |
$134K - $150K
|
19.1K
$4.3M
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
656+ 0.21% |
$132K - $147K
|
313K
$70.6M
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
655+ 13.19% |
$132K - $147K
|
5.62K
$1.27M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
584+ 1.45% |
$117K - $131K
|
41K
$9.24M
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
564+ 6.45% |
$113K - $127K
|
9.31K
$2.1M
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
549+ 1.84% |
$110K - $123K
|
30.4K
$6.85M
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
542+ 1.71% |
$109K - $122K
|
32.2K
$7.28M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
539+ 3.19% |
$108K - $121K
|
17.5K
$3.94M
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
537+ 11.95% |
$108K - $121K
|
5.03K
$1.14M
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
526+ 3.68% |
$106K - $118K
|
14.8K
$3.35M
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
520+ 495.24% |
$104K - $117K
|
625
$141K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
500+ 7.63% |
$100K - $112K
|
7.06K
$1.59M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
500+ 30.34% |
$100K - $112K
|
2.15K
$485K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
495+ 0.73% |
$99.4K - $111K
|
68K
$15.3M
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
482+ 2.66% |
$96.8K - $108K
|
18.6K
$4.19M
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
480+ 14.01% |
$96.4K - $108K
|
3.91K
$881K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
458+ 6.59% |
$92K - $103K
|
7.41K
$1.67M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
456+ 6.27% |
$91.6K - $102K
|
7.73K
$1.74M
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
438+ 4.34% |
$88K - $98.4K
|
10.5K
$2.38M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
432+ 4.72% |
$86.8K - $97K
|
9.58K
$2.16M
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
432+ 1.23% |
$86.8K - $97K
|
35.6K
$8.03M
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
416+ 6.79% |
$83.6K - $93.4K
|
6.54K
$1.48M
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
415+ 1.16% |
$83.4K - $93.2K
|
36K
$8.13M
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
413+ 0.12% |
$83K - $92.8K
|
346K
$78.1M
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
413+ 9.44% |
$83K - $92.8K
|
4.79K
$1.08M
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
407+ 2.53% |
$81.8K - $91.4K
|
16.5K
$3.72M
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
388+ 7.65% |
$77.9K - $87.1K
|
5.46K
$1.23M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
379+ 15.9% |
$76.1K - $85.1K
|
2.76K
$623K
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
370New |
$74.3K - $83.1K
|
370
$83.5K
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
367+ 3.6% |
$73.7K - $82.4K
|
10.6K
$2.38M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
367+ 9.31% |
$73.7K - $82.4K
|
4.31K
$972K
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
362+ 0.65% |
$72.7K - $81.3K
|
56K
$12.6M
|