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 13, 2023
Q4 2022
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
BUY
|
- |
2.14KNew |
$357K - $402K
|
2.14K
$515K
|
|
|
Feb 14, 2023
Q4 2022
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
2.08KNew |
$347K - $391K
|
2.08K
$501K
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
BUY
|
- |
1.89KNew |
$315K - $356K
|
1.89K
$456K
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.74KNew |
$290K - $327K
|
1.74K
$419K
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.52KNew |
$253K - $285K
|
1.52K
$365K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.48KNew |
$247K - $278K
|
1.48K
$356K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.43KNew |
$239K - $269K
|
1.43K
$345K
|
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1.35KNew |
$225K - $254K
|
1.35K
$325K
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
1.34KNew |
$224K - $252K
|
1.34K
$323K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
BUY
|
- |
1.34KNew |
$223K - $251K
|
1.34K
$322K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
1.32KNew |
$220K - $248K
|
1.32K
$318K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
1.32KNew |
$220K - $247K
|
1.32K
$317K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.32K+ 5.74% |
$219K - $247K
|
24.2K
$5.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.31KNew |
$218K - $246K
|
1.31K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.29KNew |
$215K - $243K
|
1.29K
$311K
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.28KNew |
$213K - $240K
|
1.28K
$308K
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.23KNew |
$204K - $230K
|
1.23K
$295K
|
|
|
Jan 11, 2023
Q4 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
1.18KNew |
$197K - $222K
|
1.18K
$284K
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.16KNew |
$193K - $218K
|
1.16K
$279K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.15KNew |
$192K - $216K
|
1.15K
$277K
|
|
|
Feb 09, 2023
Q4 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
991+ 3.79% |
$165K - $186K
|
27.1K
$6.54M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
579New |
$96.6K - $109K
|
579
$139K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
488+ 1.38% |
$81.4K - $91.8K
|
36K
$8.66M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
466New |
$77.7K - $87.6K
|
466
$112K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
435New |
$72.6K - $81.8K
|
435
$105K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
390+ 291.04% |
$65.1K - $73.3K
|
524
$126K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
338New |
$56.4K - $63.6K
|
338
$81.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
283+ 9.7% |
$47.2K - $53.2K
|
3.2K
$771K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
278New |
$46.4K - $52.3K
|
278
$67K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
208New |
$34.7K - $39.1K
|
208
$50.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
202New |
$33.7K - $38K
|
202
$48.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
PUT |
200New |
$33.4K - $37.6K
|
200
$48.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
185+ 45.57% |
$30.9K - $34.8K
|
591
$142K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
167New |
$27.9K - $31.4K
|
167
$40.2K
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
163+ 1.72% |
$27.2K - $30.7K
|
9.64K
$2.32M
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
134+ 4.85% |
$22.4K - $25.2K
|
2.9K
$698K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
100+ 0.38% |
$16.7K - $18.8K
|
26.6K
$6.41M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
92New |
$15.3K - $17.3K
|
92
$22.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
84New |
$14K - $15.8K
|
84
$20.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
76New |
$12.7K - $14.3K
|
76
$18.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
57New |
$9.51K - $10.7K
|
57
$13.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
52New |
$8.67K - $9.78K
|
52
$12.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
41+ 0.29% |
$6.84K - $7.71K
|
13.9K
$3.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
38New |
$6.34K - $7.15K
|
38
$9.15K
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
25+ 0.28% |
$4.17K - $4.7K
|
8.93K
$2.15M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
23New |
$3.84K - $4.33K
|
23
$5.54K
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
15+ 0.96% |
$2.5K - $2.82K
|
1.57K
$378K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$2.5K - $2.82K
|
15
$3.61K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10New |
$1.67K - $1.88K
|
10
$2.41K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
8+ 0.51% |
$1.33K - $1.5K
|
1.58K
$382K
|