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 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
106+ 6.08% |
$18.5K - $22.9K
|
1.85K
$403K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
103+ 10.29% |
$18K - $22.2K
|
1.1K
$241K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
102+ 5.48% |
$17.8K - $22K
|
1.96K
$428K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
100+ 1.26% |
$17.5K - $21.6K
|
8.05K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
BUY
|
- |
83+ 0.52% |
$14.5K - $17.9K
|
16K
$3.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
78+ 1.36% |
$13.6K - $16.8K
|
5.8K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
74+ 2.16% |
$12.9K - $16K
|
3.5K
$764K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
74+ 3.03% |
$12.9K - $16K
|
2.52K
$549K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
71+ 0.48% |
$12.4K - $15.3K
|
14.9K
$3.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
65+ 1.31% |
$11.4K - $14K
|
5.04K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
64+ 4.72% |
$11.2K - $13.8K
|
1.42K
$310K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
62+ 2.57% |
$10.8K - $13.4K
|
2.48K
$540K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
61+ 0.24% |
$10.7K - $13.2K
|
25.9K
$5.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
51+ 1.52% |
$8.92K - $11K
|
3.4K
$740K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
43+ 1.64% |
$7.52K - $9.28K
|
2.67K
$582K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
39+ 0.31% |
$6.82K - $8.42K
|
12.6K
$2.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
38+ 2.18% |
$6.64K - $8.2K
|
1.79K
$389K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
35+ 2.58% |
$6.12K - $7.55K
|
1.39K
$303K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
32+ 19.28% |
$5.59K - $6.91K
|
198
$43.2K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
31+ 0.51% |
$5.42K - $6.69K
|
6.11K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
30+ 11.11% |
$5.24K - $6.47K
|
300
$65.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
30+ 1.89% |
$5.24K - $6.47K
|
1.61K
$352K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
30+ 0.73% |
$5.24K - $6.47K
|
4.14K
$903K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
29+ 0.32% |
$5.07K - $6.26K
|
9.06K
$1.98M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
29+ 0.27% |
$5.07K - $6.26K
|
10.8K
$2.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
25+ 7.51% |
$4.37K - $5.39K
|
358
$78K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
24+ 5.13% |
$4.2K - $5.18K
|
492
$107K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
22+ 0.42% |
$3.85K - $4.75K
|
5.28K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
19+ 0.22% |
$3.32K - $4.1K
|
8.78K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
13+ 0.27% |
$2.27K - $2.81K
|
4.91K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11+ 3.55% |
$1.92K - $2.37K
|
321
$70K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
10+ 5.43% |
$1.75K - $2.16K
|
194
$42.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10+ 0.26% |
$1.75K - $2.16K
|
3.84K
$838K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8+ 0.19% |
$1.4K - $1.73K
|
4.29K
$935K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
8+ 0.27% |
$1.4K - $1.73K
|
2.99K
$652K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8+ 0.52% |
$1.4K - $1.73K
|
1.54K
$335K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
7+ 0.25% |
$1.22K - $1.51K
|
2.77K
$604K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
6New |
$1.05K - $1.29K
|
6
$1.31K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6+ 0.18% |
$1.05K - $1.29K
|
3.26K
$711K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4+ 0.05% |
$699 - $863
|
7.44K
$1.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$524 - $647
|
1.76K
$384K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.3% |
$350 - $432
|
672
$147K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.32% |
$350 - $432
|
618
$135K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$350 - $432
|
3.62K
$789K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2+ 0.14% |
$350 - $432
|
1.47K
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
Flower City Capital
|
BUY
|
- |
1+ 0.06% |
$175 - $216
|
1.65K
$359K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1+ 0.05% |
$175 - $216
|
1.93K
$421K
|
|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
1+ 0.05% |
$175 - $216
|
2.09K
$456K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$175 - $216
|
3.04K
$662K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.34% |
$175 - $216
|
296
$64.5K
|