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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.21KNew |
$198K - $252K
|
1.21K
$293K
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.12K+ 35.78% |
$183K - $232K
|
4.23K
$1.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
PUT |
1KNew |
$164K - $208K
|
1K
$242K
|
|
|
Jul 26, 2022
Q2 2022
|
Spartan Fund Management Inc.
|
BUY
|
- |
1KNew |
$164K - $208K
|
1K
$242K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
880New |
$144K - $183K
|
880
$213K
|
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
859+ 13.11% |
$141K - $179K
|
7.41K
$1.79M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
815+ 100.25% |
$134K - $169K
|
1.63K
$394K
|
|
|
Aug 11, 2022
Q2 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
800New |
$131K - $166K
|
800
$193K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
778+ 28.22% |
$128K - $162K
|
3.54K
$855K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
761+ 45.57% |
$125K - $158K
|
2.43K
$588K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
240+ 7.16% |
$39.3K - $49.9K
|
3.59K
$869K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
234+ 14.19% |
$38.4K - $48.7K
|
1.88K
$455K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
203+ 13.73% |
$33.3K - $42.2K
|
1.68K
$407K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
139New |
$22.8K - $28.9K
|
139
$33.6K
|
|
|
Aug 10, 2022
Q2 2022
|
S&T Bank
Indiana, PA |
BUY
|
- |
82+ 3.98% |
$13.4K - $17K
|
2.14K
$518K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
80+ 114.29% |
$13.1K - $16.6K
|
150
$36.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
66New |
$10.8K - $13.7K
|
66
$16K
|
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
52New |
$8.52K - $10.8K
|
52
$12.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
52+ 3.15% |
$8.52K - $10.8K
|
1.71K
$412K
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
44+ 0.31% |
$7.21K - $9.15K
|
14.2K
$3.43M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
36+ 1.29% |
$5.9K - $7.48K
|
2.83K
$685K
|
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5New |
$820 - $1.04K
|
5
$1.21K
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
5+ 0.03% |
$820 - $1.04K
|
16.4K
$3.96M
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
3+ 0.19% |
$492 - $624
|
1.57K
$380K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 2.17% |
$164 - $208
|
47
$11.4K
|
|
| Q1 2022 | |||||||
|
Jun 22, 2023
Q1 2022
|
Msd Partners, L.P.
New York, NY |
BUY
|
CALL |
260K+ 650.0% |
$49.8M - $58.6M
|
300K
$72.6M
|
|
|
May 02, 2022
Q1 2022
|
Iridian Asset Management LLC
|
BUY
|
PUT |
120K+ 133.33% |
$23M - $27M
|
210K
$50.8M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
56.7KNew |
$10.9M - $12.8M
|
56.7K
$13.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
38.3KNew |
$7.33M - $8.63M
|
38.3K
$9.26M
|
|
|
Jun 20, 2024
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12.5K+ 31.28% |
$2.39M - $2.81M
|
52.4K
$12.7M
|
|
|
Feb 14, 2023
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
8.15KNew |
$1.56M - $1.84M
|
8.15K
$1.97M
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.6K+ 742.86% |
$498K - $586K
|
2.95K
$714K
|
|
|
Apr 05, 2022
Q1 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
PUT |
400New |
$76.6K - $90.1K
|
400
$96.7K
|
|
|
May 12, 2022
Q1 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
164New |
$31.4K - $37K
|
164
$39.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
159+ 51.46% |
$30.5K - $35.8K
|
468
$113K
|
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
150+ 7.22% |
$28.7K - $33.8K
|
2.23K
$539K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
105New |
$20.1K - $23.7K
|
105
$25.4K
|
|
|
Apr 11, 2022
Q1 2022
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
75+ 3.95% |
$14.4K - $16.9K
|
1.98K
$478K
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.41% |
$192 - $225
|
247
$59.7K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Theleme Partners LLP
London, X0 |
BUY
|
- |
12.3MNew |
$2.61B - $2.98B
|
12.3M
$2.98B
|
|
|
Feb 14, 2022
Q4 2021
|
Leonard Green & Partners, L.P.
Los Angeles, CA |
BUY
|
PUT |
1.2MNew |
$255M - $291M
|
1.2M
$290M
|
|
|
Feb 14, 2022
Q4 2021
|
Hound Partners, LLC
New York, NY |
BUY
|
PUT |
60KNew |
$12.7M - $14.6M
|
60K
$14.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
13.1K+ 400.79% |
$2.79M - $3.19M
|
16.4K
$3.97M
|
|
|
Feb 14, 2022
Q4 2021
|
325 Capital LLC
New York, NY |
BUY
|
- |
12.7KNew |
$2.68M - $3.07M
|
12.7K
$3.06M
|
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
10.5KNew |
$2.22M - $2.54M
|
10.5K
$2.53M
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
PUT |
8.4KNew |
$1.78M - $2.04M
|
8.4K
$2.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
4.59KNew |
$974K - $1.11M
|
4.59K
$1.11M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.47KNew |
$948K - $1.08M
|
4.47K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
PUT |
4K+ 400.0% |
$848K - $970K
|
5K
$1.21M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
CALL |
1.7KNew |
$361K - $412K
|
1.7K
$411K
|
|