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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
870+ 0.58% |
$148K - $173K
|
150K
$36.1M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
782New |
$133K - $155K
|
782
$188K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
411+ 10.84% |
$70K - $81.5K
|
4.2K
$1.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
411New |
$70K - $81.5K
|
411
$99K
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
300New |
$51.1K - $59.5K
|
300
$72.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
197+ 4.18% |
$33.5K - $39.1K
|
4.91K
$1.18M
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
185New |
$31.5K - $36.7K
|
185
$44.6K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
105+ 15.0% |
$17.9K - $20.8K
|
805
$194K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
CALL |
100New |
$17K - $19.8K
|
100
$24.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
99+ 9900.0% |
$16.9K - $19.6K
|
100
$24.1K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
23+ 95.83% |
$3.92K - $4.56K
|
47
$11.3K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
11+ 0.35% |
$1.87K - $2.18K
|
3.13K
$754K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
5+ 0.29% |
$851 - $992
|
1.75K
$423K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
5+ 20.0% |
$851 - $992
|
30
$7.23K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
3+ 0.15% |
$511 - $595
|
1.95K
$471K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Brightlight Capital Management LP
|
BUY
|
PUT |
570KNew |
$95.1M - $107M
|
570K
$137M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
358K+ 5.72% |
$59.8M - $67.4M
|
6.63M
$1.6B
|
|
|
Feb 14, 2023
Q4 2022
|
Starboard Value LP
New York, NY |
BUY
|
- |
200K+ 62.62% |
$33.4M - $37.6M
|
519K
$125M
|
|
|
Feb 13, 2023
Q4 2022
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
195KNew |
$32.5M - $36.7M
|
195K
$47M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
171K+ 59.46% |
$28.6M - $32.2M
|
460K
$111M
|
|
|
Feb 14, 2023
Q4 2022
|
Conversant Capital LLC
Summit, NJ |
BUY
|
- |
150KNew |
$25M - $28.2M
|
150K
$36.1M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
144KNew |
$24.1M - $27.1M
|
144K
$34.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
144KNew |
$24.1M - $27.1M
|
144K
$34.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Oikos Holdings LLC
|
BUY
|
- |
134KNew |
$22.4M - $25.3M
|
134K
$32.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Senvest Management, LLC
New York, NY |
BUY
|
- |
118KNew |
$19.7M - $22.2M
|
118K
$28.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Cartenna Capital, LP
Stamford, CT |
BUY
|
- |
85KNew |
$14.2M - $16M
|
85K
$20.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
53.6KNew |
$8.94M - $10.1M
|
53.6K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Kent Lake Capital LLC
Mill Valley, CA |
BUY
|
- |
50KNew |
$8.34M - $9.4M
|
50K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
PUT |
50KNew |
$8.34M - $9.4M
|
50K
$12M
|
|
|
Feb 13, 2023
Q4 2022
|
Voss Capital, LLC
Houston, TX |
BUY
|
- |
48.6KNew |
$8.11M - $9.14M
|
48.6K
$11.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Scoggin Management LP
New York, NY |
BUY
|
- |
37.5KNew |
$6.26M - $7.05M
|
37.5K
$9.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
PUT |
30KNew |
$5M - $5.64M
|
30K
$7.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
29.8KNew |
$4.96M - $5.59M
|
29.8K
$7.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Reinhart Partners, Inc.
|
BUY
|
- |
21.1KNew |
$3.53M - $3.97M
|
21.1K
$5.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
17.2KNew |
$2.87M - $3.24M
|
17.2K
$4.15M
|
|
|
Jan 23, 2023
Q4 2022
|
Moody Aldrich Partners LLC
|
BUY
|
- |
16.7KNew |
$2.78M - $3.14M
|
16.7K
$4.02M
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
14.4KNew |
$2.41M - $2.71M
|
14.4K
$3.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
13.1K+ 304.47% |
$2.18M - $2.46M
|
17.4K
$4.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
11.9K+ 47.45% |
$1.98M - $2.23M
|
36.9K
$8.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.5KNew |
$1.92M - $2.16M
|
11.5K
$2.77M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
PUT |
8KNew |
$1.33M - $1.5M
|
8K
$1.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
7.54KNew |
$1.26M - $1.42M
|
7.54K
$1.82M
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
5.93KNew |
$990K - $1.12M
|
5.93K
$1.43M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
5.77KNew |
$962K - $1.08M
|
5.77K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Potomac Capital Management, Inc.
|
BUY
|
CALL |
5K+ 50.0% |
$834K - $940K
|
15K
$3.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
5KNew |
$834K - $940K
|
5K
$1.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4.37K+ 370.57% |
$729K - $822K
|
5.55K
$1.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.72KNew |
$454K - $511K
|
2.72K
$655K
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.56KNew |
$427K - $482K
|
2.56K
$617K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.27KNew |
$378K - $426K
|
2.27K
$546K
|
|