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 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.52KNew |
$253K - $285K
|
1.52K
$330K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.48KNew |
$247K - $278K
|
1.48K
$322K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.43KNew |
$239K - $269K
|
1.43K
$312K
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
1.34KNew |
$224K - $252K
|
1.34K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
BUY
|
- |
1.34KNew |
$223K - $251K
|
1.34K
$291K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
1.32KNew |
$220K - $248K
|
1.32K
$288K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.32K+ 5.74% |
$219K - $247K
|
24.2K
$5.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.29KNew |
$215K - $243K
|
1.29K
$281K
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.28KNew |
$213K - $240K
|
1.28K
$279K
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.23KNew |
$204K - $230K
|
1.23K
$267K
|
|
|
Jan 11, 2023
Q4 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
1.18KNew |
$197K - $222K
|
1.18K
$257K
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.16KNew |
$193K - $218K
|
1.16K
$253K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
579New |
$96.6K - $109K
|
579
$126K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
488+ 1.38% |
$81.4K - $91.8K
|
36K
$7.84M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
466New |
$77.7K - $87.6K
|
466
$102K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
435New |
$72.6K - $81.8K
|
435
$94.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
390+ 291.04% |
$65.1K - $73.3K
|
524
$114K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
338New |
$56.4K - $63.6K
|
338
$73.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
283+ 9.7% |
$47.2K - $53.2K
|
3.2K
$698K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
278New |
$46.4K - $52.3K
|
278
$60.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
185+ 45.57% |
$30.9K - $34.8K
|
591
$129K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
167New |
$27.9K - $31.4K
|
167
$36.4K
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
163+ 1.72% |
$27.2K - $30.7K
|
9.64K
$2.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
134+ 4.85% |
$22.4K - $25.2K
|
2.9K
$632K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
100+ 0.38% |
$16.7K - $18.8K
|
26.6K
$5.8M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
92New |
$15.3K - $17.3K
|
92
$20.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
84New |
$14K - $15.8K
|
84
$18.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
76New |
$12.7K - $14.3K
|
76
$16.6K
|
|
|
May 07, 2025
Q4 2022
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
67New |
$11.2K - $12.6K
|
67
$14.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
57New |
$9.51K - $10.7K
|
57
$12.4K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
52New |
$8.67K - $9.78K
|
52
$11.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
41+ 0.29% |
$6.84K - $7.71K
|
13.9K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
38New |
$6.34K - $7.15K
|
38
$8.28K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
23New |
$3.84K - $4.33K
|
23
$5.01K
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
15+ 0.96% |
$2.5K - $2.82K
|
1.57K
$342K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$2.5K - $2.82K
|
15
$3.27K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10New |
$1.67K - $1.88K
|
10
$2.18K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
8+ 0.51% |
$1.33K - $1.5K
|
1.58K
$345K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
6New |
$1K - $1.13K
|
6
$1.31K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
5+ 0.34% |
$834 - $940
|
1.47K
$321K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4+ 0.11% |
$667 - $752
|
3.68K
$802K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
2+ 0.09% |
$334 - $376
|
2.19K
$477K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
999K+ 2663.2% |
$164M - $201M
|
1.04M
$226M
|
|
|
Nov 14, 2022
Q3 2022
|
Precept Management LLC
Dallas, TX |
BUY
|
PUT |
500KNew |
$82.1M - $101M
|
500K
$109M
|
|
|
Nov 14, 2022
Q3 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
PUT |
470KNew |
$77.2M - $94.5M
|
470K
$102M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearline Capital LP
New York, NY |
BUY
|
PUT |
349K+ 93.97% |
$57.3M - $70.1M
|
720K
$157M
|
|
|
Nov 14, 2022
Q3 2022
|
Harvey Partners, LLC
Tarrytown, NY |
BUY
|
- |
295KNew |
$48.5M - $59.4M
|
295K
$64.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Brigade Capital Management, LP
New York, NY |
BUY
|
- |
170KNew |
$27.8M - $34.1M
|
170K
$37M
|
|
|
Nov 14, 2022
Q3 2022
|
Oracle Investment Management Inc
Greenwich, CT |
BUY
|
PUT |
150KNew |
$24.6M - $30.2M
|
150K
$32.7M
|
|