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 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
341+ 3.51% |
$68.5K - $76.6K
|
10.1K
$2.27M
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
335+ 1.73% |
$67.3K - $75.2K
|
19.7K
$4.45M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
332+ 14.4% |
$66.7K - $74.6K
|
2.64K
$595K
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
322+ 12.24% |
$64.7K - $72.3K
|
2.95K
$666K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
307+ 9.44% |
$61.7K - $69K
|
3.56K
$803K
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
304+ 91.57% |
$61.1K - $68.3K
|
636
$144K
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
301+ 2.23% |
$60.5K - $67.6K
|
13.8K
$3.11M
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
299+ 0.76% |
$60.1K - $67.2K
|
39.8K
$8.98M
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
294+ 8.36% |
$59.1K - $66K
|
3.81K
$860K
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
293+ 20.0% |
$58.9K - $65.8K
|
1.76K
$397K
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
262+ 4.41% |
$52.6K - $58.8K
|
6.21K
$1.4M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
259+ 8.92% |
$52K - $58.2K
|
3.16K
$714K
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
259+ 25.22% |
$52K - $58.2K
|
1.29K
$290K
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
256+ 2.35% |
$51.4K - $57.5K
|
11.2K
$2.52M
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
255+ 1.35% |
$51.2K - $57.3K
|
19.2K
$4.33M
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
255+ 5.61% |
$51.2K - $57.3K
|
4.8K
$1.08M
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
255+ 3.11% |
$51.2K - $57.3K
|
8.44K
$1.9M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
249+ 3.81% |
$50K - $55.9K
|
6.79K
$1.53M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
247+ 0.55% |
$49.6K - $55.5K
|
45K
$10.1M
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
247+ 11.78% |
$49.6K - $55.5K
|
2.34K
$529K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
245+ 0.88% |
$49.2K - $55K
|
28.1K
$6.33M
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
242+ 2.9% |
$48.6K - $54.4K
|
8.59K
$1.94M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
235+ 7.79% |
$47.2K - $52.8K
|
3.25K
$733K
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
231+ 13.98% |
$46.4K - $51.9K
|
1.88K
$425K
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
227+ 9.13% |
$45.6K - $51K
|
2.71K
$612K
|
|
Oct 07, 2024
Q3 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
214+ 0.3% |
$43K - $48.1K
|
70.9K
$16M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
210+ 0.23% |
$42.2K - $47.2K
|
90.5K
$20.4M
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
204+ 0.35% |
$41K - $45.8K
|
57.9K
$13.1M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
PUT |
200New |
$40.2K - $44.9K
|
200
$45.1K
|
|
Oct 18, 2024
Q3 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
200+ 1.89% |
$40.2K - $44.9K
|
10.8K
$2.44M
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
200+ 19.67% |
$40.2K - $44.9K
|
1.22K
$275K
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
187+ 2.54% |
$37.6K - $42K
|
7.55K
$1.7M
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
183+ 0.88% |
$36.8K - $41.1K
|
21K
$4.74M
|
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
172+ 12.2% |
$34.5K - $38.6K
|
1.58K
$357K
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
170+ 8.06% |
$34.1K - $38.2K
|
2.28K
$514K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
159+ 6.7% |
$31.9K - $35.7K
|
2.53K
$571K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
137+ 155.68% |
$27.5K - $30.8K
|
225
$50.8K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
119+ 0.07% |
$23.9K - $26.7K
|
171K
$38.7M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
117New |
$23.5K - $26.3K
|
117
$26.4K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
117New |
$23.5K - $26.3K
|
117
$26.4K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
115+ 6.14% |
$23.1K - $25.8K
|
1.99K
$449K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
111+ 6.51% |
$22.3K - $24.9K
|
1.82K
$410K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
109+ 1.62% |
$21.9K - $24.5K
|
6.84K
$1.54M
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
99+ 7.98% |
$19.9K - $22.2K
|
1.34K
$302K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
96+ 4.37% |
$19.3K - $21.6K
|
2.29K
$517K
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
85+ 6.0% |
$17.1K - $19.1K
|
1.5K
$339K
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
85+ 0.53% |
$17.1K - $19.1K
|
16.2K
$3.65M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
81+ 1.55% |
$16.3K - $18.2K
|
5.3K
$1.2M
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
81+ 0.8% |
$16.3K - $18.2K
|
10.2K
$2.31M
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
80+ 10.67% |
$16.1K - $18K
|
830
$187K
|