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 14, 2024
Q4 2023
|
Covalent Partners LLC
Concord, MA |
BUY
|
- |
11.4KNew |
$1.85M - $2.33M
|
11.4K
$2.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
PUT |
11.1KNew |
$1.8M - $2.27M
|
11.1K
$2.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
11.1KNew |
$1.8M - $2.27M
|
11.1K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
10K+ 200.0% |
$1.62M - $2.05M
|
15K
$3.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
PUT |
10KNew |
$1.62M - $2.05M
|
10K
$2.18M
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
9.97KNew |
$1.62M - $2.04M
|
9.97K
$2.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.37KNew |
$1.52M - $1.92M
|
9.37K
$2.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
7.83KNew |
$1.27M - $1.6M
|
7.83K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.75K+ 167.38% |
$1.26M - $1.59M
|
12.4K
$2.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.74K+ 12.73% |
$1.25M - $1.58M
|
68.5K
$14.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
7.09KNew |
$1.15M - $1.45M
|
7.09K
$1.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.27KNew |
$1.02M - $1.28M
|
6.27K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
6KNew |
$973K - $1.23M
|
6K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
5.84KNew |
$948K - $1.2M
|
5.84K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
5KNew |
$811K - $1.02M
|
5K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Cardinal Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.86KNew |
$789K - $996K
|
4.86K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
4.41KNew |
$715K - $903K
|
4.41K
$961K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
4.28KNew |
$694K - $876K
|
4.28K
$933K
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Securities Usa LLC
|
BUY
|
- |
4KNew |
$649K - $819K
|
4K
$872K
|
|
|
Jan 26, 2024
Q4 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
4KNew |
$649K - $819K
|
4K
$872K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.73K+ 92.11% |
$604K - $763K
|
7.77K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
3.5KNew |
$568K - $717K
|
3.5K
$763K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
3.43KNew |
$556K - $702K
|
3.43K
$747K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
3.34K+ 58.18% |
$541K - $684K
|
9.08K
$1.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
3.26KNew |
$529K - $668K
|
3.26K
$710K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.87KNew |
$466K - $588K
|
2.87K
$626K
|
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
2.87KNew |
$465K - $587K
|
2.87K
$625K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.79KNew |
$452K - $570K
|
2.79K
$607K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$425K - $537K
|
2.62K
$572K
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
2.28KNew |
$370K - $467K
|
2.28K
$497K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.16KNew |
$350K - $442K
|
2.16K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
2KNew |
$324K - $410K
|
2K
$436K
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.96KNew |
$318K - $401K
|
1.96K
$427K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.96K+ 7.36% |
$317K - $401K
|
28.5K
$6.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.68K+ 35.86% |
$273K - $344K
|
6.37K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.67KNew |
$271K - $342K
|
1.67K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.58KNew |
$257K - $324K
|
1.58K
$345K
|
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.53KNew |
$248K - $313K
|
1.53K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
PUT |
1.5KNew |
$243K - $307K
|
1.5K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
1.5KNew |
$243K - $307K
|
1.5K
$327K
|
|
|
Feb 12, 2024
Q4 2023
|
Stem Point Capital LP
New York, NY |
BUY
|
PUT |
1.5KNew |
$243K - $307K
|
1.5K
$327K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.48KNew |
$241K - $304K
|
1.48K
$324K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.45KNew |
$235K - $297K
|
1.45K
$316K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.44K+ 111.46% |
$234K - $295K
|
2.73K
$596K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.41KNew |
$229K - $290K
|
1.41K
$308K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.31KNew |
$213K - $269K
|
1.31K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Frontier Capital Management CO LLC
|
BUY
|
- |
1.25KNew |
$203K - $257K
|
1.25K
$273K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.23KNew |
$199K - $251K
|
1.23K
$267K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.2KNew |
$195K - $246K
|
1.2K
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.08KNew |
$175K - $221K
|
1.08K
$236K
|