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 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
80+ 5.32% |
$16.1K - $18K
|
1.59K
$358K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
79+ 0.97% |
$15.9K - $17.7K
|
8.25K
$1.86M
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
79+ 5.53% |
$15.9K - $17.7K
|
1.51K
$340K
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
76+ 5.19% |
$15.3K - $17.1K
|
1.54K
$348K
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
71+ 4.0% |
$14.3K - $15.9K
|
1.85K
$417K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
69+ 2.01% |
$13.9K - $15.5K
|
3.5K
$789K
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
69+ 1.7% |
$13.9K - $15.5K
|
4.14K
$933K
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
67+ 3.32% |
$13.5K - $15K
|
2.09K
$471K
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
66+ 3.06% |
$13.3K - $14.8K
|
2.22K
$501K
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
66+ 2.98% |
$13.3K - $14.8K
|
2.28K
$515K
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
62+ 1.42% |
$12.5K - $13.9K
|
4.42K
$997K
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
60+ 3.98% |
$12.1K - $13.5K
|
1.57K
$354K
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
60+ 2.19% |
$12.1K - $13.5K
|
2.8K
$631K
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
56+ 3.14% |
$11.2K - $12.6K
|
1.84K
$415K
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
56+ 2.01% |
$11.2K - $12.6K
|
2.85K
$642K
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
55+ 0.37% |
$11K - $12.4K
|
14.8K
$3.35M
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
54+ 4.8% |
$10.8K - $12.1K
|
1.18K
$266K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
52+ 0.61% |
$10.4K - $11.7K
|
8.6K
$1.94M
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
48+ 0.45% |
$9.64K - $10.8K
|
10.8K
$2.44M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
40+ 1.45% |
$8.03K - $8.98K
|
2.79K
$630K
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
37+ 0.51% |
$7.43K - $8.31K
|
7.34K
$1.66M
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
36+ 0.03% |
$7.23K - $8.09K
|
118K
$26.7M
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
31+ 0.4% |
$6.23K - $6.96K
|
7.85K
$1.77M
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.69% |
$6.03K - $6.74K
|
1.81K
$407K
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
26+ 0.38% |
$5.22K - $5.84K
|
6.89K
$1.55M
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
25+ 33.33% |
$5.02K - $5.62K
|
100
$22.6K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
25New |
$5.02K - $5.62K
|
25
$5.64K
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
24+ 0.36% |
$4.82K - $5.39K
|
6.71K
$1.51M
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
22+ 1.31% |
$4.42K - $4.94K
|
1.71K
$385K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
20+ 0.29% |
$4.02K - $4.49K
|
7K
$1.58M
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
19+ 9.45% |
$3.82K - $4.27K
|
220
$49.6K
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
17+ 0.09% |
$3.41K - $3.82K
|
18.2K
$4.1M
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
17+ 0.35% |
$3.41K - $3.82K
|
4.87K
$1.1M
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
16+ 0.2% |
$3.21K - $3.59K
|
8K
$1.81M
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
16+ 0.17% |
$3.21K - $3.59K
|
9.43K
$2.13M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
15+ 0.5% |
$3.01K - $3.37K
|
3.02K
$680K
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15+ 0.58% |
$3.01K - $3.37K
|
2.59K
$585K
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.27% |
$2.81K - $3.14K
|
5.12K
$1.15M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14+ 2.56% |
$2.81K - $3.14K
|
560
$126K
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
14+ 0.13% |
$2.81K - $3.14K
|
10.6K
$2.39M
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
12+ 0.33% |
$2.41K - $2.7K
|
3.62K
$817K
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11+ 0.2% |
$2.21K - $2.47K
|
5.44K
$1.23M
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11+ 0.53% |
$2.21K - $2.47K
|
2.07K
$468K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.26% |
$2.21K - $2.47K
|
4.29K
$968K
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11+ 0.14% |
$2.21K - $2.47K
|
7.85K
$1.77M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
10+ 0.1% |
$2.01K - $2.25K
|
9.79K
$2.21M
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.29% |
$1.81K - $2.02K
|
3.1K
$699K
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
8+ 0.15% |
$1.61K - $1.8K
|
5.24K
$1.18M
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.14% |
$1.41K - $1.57K
|
5.14K
$1.16M
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6+ 0.03% |
$1.21K - $1.35K
|
17.4K
$3.93M
|