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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.34K+ 74.16% |
$469K - $525K
|
5.49K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.32KNew |
$466K - $521K
|
2.32K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2.32K+ 9.17% |
$465K - $520K
|
27.6K
$5.97M
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2.29K+ 3.81% |
$459K - $514K
|
62.3K
$13.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.26K+ 3.9% |
$454K - $508K
|
60.2K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.25K+ 3.62% |
$452K - $506K
|
64.4K
$14M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.24K+ 27.29% |
$451K - $504K
|
10.5K
$2.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.23K+ 42.02% |
$449K - $502K
|
7.55K
$1.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.23K+ 11.35% |
$448K - $501K
|
21.9K
$4.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.2K+ 7.13% |
$442K - $494K
|
33.1K
$7.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.16K+ 33.61% |
$434K - $485K
|
8.59K
$1.86M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.15K+ 76.91% |
$432K - $483K
|
4.95K
$1.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
2.14K+ 30.96% |
$431K - $482K
|
9.07K
$1.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.12KNew |
$426K - $476K
|
2.12K
$460K
|
|
|
Nov 12, 2024
Q3 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
PUT |
2.1K+ 58.33% |
$422K - $472K
|
5.7K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
2.09KNew |
$420K - $470K
|
2.09K
$453K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.06K+ 3.38% |
$414K - $463K
|
63.1K
$13.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.05K+ 20.21% |
$412K - $461K
|
12.2K
$2.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.04K+ 109.86% |
$410K - $458K
|
3.9K
$845K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
2.04K+ 751.29% |
$409K - $457K
|
2.31K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2KNew |
$402K - $449K
|
2K
$434K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
CALL |
2KNew |
$402K - $449K
|
2K
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.98K+ 8.71% |
$397K - $444K
|
24.6K
$5.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.97K+ 4.39% |
$395K - $442K
|
46.8K
$10.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.96K+ 112.36% |
$393K - $439K
|
3.7K
$801K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.94K+ 26.3% |
$390K - $436K
|
9.33K
$2.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
1.94K+ 2.94% |
$389K - $435K
|
67.7K
$14.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.93K+ 7.18% |
$388K - $434K
|
28.8K
$6.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.9K+ 3.93% |
$381K - $426K
|
50.2K
$10.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.89K+ 14.95% |
$380K - $425K
|
14.6K
$3.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.89KNew |
$379K - $424K
|
1.89K
$409K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.88K+ 0.98% |
$378K - $422K
|
194K
$42.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.87KNew |
$375K - $419K
|
1.87K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.86K+ 10.54% |
$374K - $418K
|
19.5K
$4.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
1.86KNew |
$373K - $417K
|
1.86K
$403K
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.85K+ 7716.67% |
$372K - $416K
|
1.88K
$407K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.85K+ 64.96% |
$371K - $414K
|
4.69K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.83KNew |
$367K - $410K
|
1.83K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.82K+ 14.11% |
$365K - $408K
|
14.7K
$3.19M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.8K+ 61.02% |
$362K - $404K
|
4.75K
$1.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.8K+ 9.34% |
$361K - $403K
|
21K
$4.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.79K+ 8.35% |
$360K - $403K
|
23.3K
$5.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.79K+ 2.72% |
$359K - $402K
|
67.5K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.79K+ 10.65% |
$359K - $401K
|
18.5K
$4.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.79K+ 39.31% |
$359K - $401K
|
6.33K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.78K+ 24.22% |
$357K - $399K
|
9.11K
$1.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.78K+ 3.35% |
$357K - $399K
|
54.7K
$11.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1.76K+ 25.96% |
$353K - $395K
|
8.53K
$1.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.72K+ 1.29% |
$345K - $385K
|
135K
$29.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.72KNew |
$345K - $385K
|
1.72K
$372K
|