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, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
38New |
$6.34K - $7.15K
|
38
$8.57K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
23New |
$3.84K - $4.33K
|
23
$5.19K
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
15+ 0.96% |
$2.5K - $2.82K
|
1.57K
$354K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$2.5K - $2.82K
|
15
$3.38K
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10New |
$1.67K - $1.88K
|
10
$2.26K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
8+ 0.51% |
$1.33K - $1.5K
|
1.58K
$357K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
6New |
$1K - $1.13K
|
6
$1.35K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
5+ 0.34% |
$834 - $940
|
1.47K
$333K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4+ 0.11% |
$667 - $752
|
3.68K
$831K
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
2+ 0.09% |
$334 - $376
|
2.19K
$494K
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
PUT |
3.47MNew |
$570M - $698M
|
3.47M
$784M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
999K+ 2663.2% |
$164M - $201M
|
1.04M
$234M
|
|
Nov 14, 2022
Q3 2022
|
Precept Management LLC
Dallas, TX |
BUY
|
PUT |
500KNew |
$82.1M - $101M
|
500K
$113M
|
|
Nov 14, 2022
Q3 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
PUT |
470KNew |
$77.2M - $94.5M
|
470K
$106M
|
|
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
360KNew |
$59.1M - $72.4M
|
360K
$81.3M
|
|
Nov 14, 2022
Q3 2022
|
Clearline Capital LP
New York, NY |
BUY
|
PUT |
349K+ 93.97% |
$57.3M - $70.1M
|
720K
$162M
|
|
Nov 14, 2022
Q3 2022
|
Harvey Partners, LLC
Tarrytown, NY |
BUY
|
- |
295KNew |
$48.5M - $59.4M
|
295K
$66.6M
|
|
Nov 08, 2022
Q3 2022
|
Sofinnova Investments, Inc.
Menlo Park, CA |
BUY
|
PUT |
200KNew |
$32.8M - $40.2M
|
200K
$45.1M
|
|
Nov 14, 2022
Q3 2022
|
Brigade Capital Management, LP
New York, NY |
BUY
|
- |
170KNew |
$27.8M - $34.1M
|
170K
$38.2M
|
|
Nov 14, 2022
Q3 2022
|
Oracle Investment Management Inc
Greenwich, CT |
BUY
|
PUT |
150KNew |
$24.6M - $30.2M
|
150K
$33.8M
|
|
Nov 08, 2022
Q3 2022
|
New Gen Asset Management LTD
|
BUY
|
CALL |
125KNew |
$20.5M - $25.1M
|
125K
$28.2M
|
|
Nov 14, 2022
Q3 2022
|
Affinity Asset Advisors, LLC
New York, NY |
BUY
|
PUT |
70KNew |
$11.5M - $14.1M
|
70K
$15.8M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Vision Investment LTD
Hong Kong, K3 |
BUY
|
PUT |
56KNew |
$9.19M - $11.3M
|
56K
$12.6M
|
|
Nov 14, 2022
Q3 2022
|
Greenhouse Funds Lllp
Baltimore, MD |
BUY
|
CALL |
50KNew |
$8.21M - $10.1M
|
50K
$11.3M
|
|
Nov 08, 2022
Q3 2022
|
Newfoundland Capital Management
Sao Paulo, D5 |
BUY
|
PUT |
33K+ 38.82% |
$5.42M - $6.64M
|
118K
$26.6M
|
|
Nov 14, 2022
Q3 2022
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
30.1KNew |
$4.94M - $6.05M
|
30.1K
$6.79M
|
|
Nov 10, 2022
Q3 2022
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
PUT |
30KNew |
$4.93M - $6.03M
|
30K
$6.77M
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
PUT |
25.1KNew |
$4.12M - $5.05M
|
25.1K
$5.66M
|
|
Mar 02, 2023
Q3 2022
|
Silverback Asset Management LLC
Chapel Hill, NC |
BUY
|
- |
25KNew |
$4.1M - $5.03M
|
25K
$5.64M
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
PUT |
23.5KNew |
$3.86M - $4.73M
|
23.5K
$5.3M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
21.5K+ 3.74% |
$3.53M - $4.33M
|
597K
$135M
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
13.2KNew |
$2.17M - $2.65M
|
13.2K
$2.98M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
13.1K+ 141.63% |
$2.15M - $2.63M
|
22.3K
$5.03M
|
|
Nov 14, 2022
Q3 2022
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
PUT |
10KNew |
$1.64M - $2.01M
|
10K
$2.26M
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
CALL |
9.9K+ 9900.0% |
$1.63M - $1.99M
|
10K
$2.26M
|
|
Nov 14, 2022
Q3 2022
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
9.02KNew |
$1.48M - $1.81M
|
9.02K
$2.04M
|
|
Oct 03, 2022
Q3 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
7.18KNew |
$1.18M - $1.44M
|
7.18K
$1.62M
|
|
Nov 14, 2022
Q3 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
7KNew |
$1.15M - $1.41M
|
7K
$1.58M
|
|
Oct 25, 2022
Q3 2022
|
Consolidated Investment Group LLC
|
BUY
|
- |
5.4K+ 5.48% |
$887K - $1.09M
|
104K
$23.4M
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
5.23K+ 416.23% |
$859K - $1.05M
|
6.49K
$1.46M
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.31KNew |
$543K - $666K
|
3.31K
$747K
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.34KNew |
$384K - $470K
|
2.34K
$527K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.23KNew |
$365K - $448K
|
2.23K
$502K
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
1.65KNew |
$271K - $332K
|
1.65K
$373K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.65K+ 71.6% |
$271K - $332K
|
3.96K
$893K
|
|
Nov 14, 2022
Q3 2022
|
Oasis Management CO Ltd.
Grand Cayman, E9 |
BUY
|
PUT |
1.5KNew |
$246K - $302K
|
1.5K
$338K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.47KNew |
$241K - $295K
|
1.47K
$331K
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.35KNew |
$222K - $271K
|
1.35K
$305K
|
|
Nov 07, 2022
Q3 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
1.27K+ 1.21% |
$208K - $254K
|
106K
$23.9M
|