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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Symmetry Investments LP
|
BUY
|
- |
11.7K+ 46.2% |
$2.31M - $2.68M
|
36.9K
$8.04M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
11.6KNew |
$2.29M - $2.65M
|
11.6K
$2.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
11.5K+ 122.68% |
$2.29M - $2.65M
|
21K
$4.57M
|
|
|
May 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
10.9KNew |
$2.16M - $2.5M
|
10.9K
$2.38M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
CALL |
10.7KNew |
$2.12M - $2.46M
|
10.7K
$2.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
10.6KNew |
$2.09M - $2.43M
|
10.6K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.3K+ 1.74% |
$2.05M - $2.37M
|
604K
$132M
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
10.3KNew |
$2.03M - $2.36M
|
10.3K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.1K+ 77.58% |
$2M - $2.32M
|
23.1K
$5.03M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
10K+ 1.58% |
$1.98M - $2.3M
|
644K
$140M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
9.86K+ 73.86% |
$1.95M - $2.27M
|
23.2K
$5.06M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.66K+ 68.77% |
$1.91M - $2.22M
|
23.7K
$5.17M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.55K+ 2.42% |
$1.89M - $2.19M
|
405K
$88.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
9.38K+ 18.45% |
$1.86M - $2.15M
|
60.2K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
PUT |
9K+ 25.0% |
$1.78M - $2.07M
|
45K
$9.81M
|
|
|
May 15, 2025
Q1 2025
|
Philosophy Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
8.79K+ 175.8% |
$1.74M - $2.02M
|
13.8K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.66K+ 101.44% |
$1.71M - $1.99M
|
17.2K
$3.75M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
8.58KNew |
$1.7M - $1.97M
|
8.58K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8.58K+ 38.23% |
$1.7M - $1.97M
|
31K
$6.76M
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
8.48KNew |
$1.68M - $1.95M
|
8.48K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
8.27K+ 154.41% |
$1.64M - $1.9M
|
13.6K
$2.97M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
8.26K+ 5.82% |
$1.64M - $1.9M
|
150K
$32.7M
|
|
|
May 14, 2025
Q1 2025
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
8.18K+ 609.31% |
$1.62M - $1.88M
|
9.52K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
8.03K+ 83.77% |
$1.59M - $1.85M
|
17.6K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
8K+ 102.54% |
$1.58M - $1.84M
|
15.8K
$3.44M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
8KNew |
$1.58M - $1.84M
|
8K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.91K+ 18.41% |
$1.57M - $1.82M
|
50.9K
$11.1M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
7.76KNew |
$1.54M - $1.78M
|
7.76K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
7.76K+ 8.08% |
$1.54M - $1.78M
|
104K
$22.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.57K+ 20.37% |
$1.5M - $1.74M
|
44.7K
$9.75M
|
|
|
May 15, 2025
Q1 2025
|
Corvex Management LP
New York, NY |
BUY
|
- |
7.5KNew |
$1.49M - $1.72M
|
7.5K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
7.46K+ 71.97% |
$1.48M - $1.71M
|
17.8K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.23K+ 22.89% |
$1.43M - $1.66M
|
38.8K
$8.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.22K+ 1.63% |
$1.43M - $1.66M
|
451K
$98.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
7.19KNew |
$1.42M - $1.65M
|
7.19K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.09K+ 47.64% |
$1.4M - $1.63M
|
22K
$4.79M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6.94KNew |
$1.38M - $1.59M
|
6.94K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.93K+ 4.03% |
$1.37M - $1.59M
|
179K
$39M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.89K+ 5.99% |
$1.36M - $1.58M
|
122K
$26.6M
|
|
|
May 09, 2025
Q1 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
6.86K+ 35.8% |
$1.36M - $1.58M
|
26K
$5.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
6.76K+ 19.88% |
$1.34M - $1.55M
|
40.8K
$8.89M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
6.53K+ 1.65% |
$1.29M - $1.5M
|
401K
$87.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
6.2K+ 295.24% |
$1.23M - $1.42M
|
8.3K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
6.1K+ 196.77% |
$1.21M - $1.4M
|
9.2K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
6.03K+ 4.83% |
$1.19M - $1.39M
|
131K
$28.5M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
5.97K+ 7.06% |
$1.18M - $1.37M
|
90.5K
$19.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.9K+ 187.87% |
$1.17M - $1.36M
|
9.04K
$1.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
5.81K+ 29.89% |
$1.15M - $1.33M
|
25.2K
$5.5M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.51K+ 3.31% |
$1.09M - $1.27M
|
172K
$37.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.3K+ 139.39% |
$1.05M - $1.22M
|
9.1K
$1.98M
|