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 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
799+ 114.63% |
$160K - $179K
|
1.5K
$324K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
798+ 67.12% |
$160K - $179K
|
1.99K
$431K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
797+ 14.92% |
$160K - $179K
|
6.14K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
792+ 25.26% |
$159K - $178K
|
3.93K
$852K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
786+ 1.06% |
$158K - $177K
|
74.9K
$16.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
784+ 12.27% |
$157K - $176K
|
7.18K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
781+ 8.05% |
$157K - $175K
|
10.5K
$2.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
780+ 70.21% |
$157K - $175K
|
1.89K
$410K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
770+ 2.76% |
$155K - $173K
|
28.6K
$6.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
753+ 79.01% |
$151K - $169K
|
1.71K
$370K
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
751+ 1.51% |
$151K - $169K
|
50.4K
$10.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
745+ 4.45% |
$150K - $167K
|
17.5K
$3.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
738+ 2.88% |
$148K - $166K
|
26.3K
$5.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
737+ 30.82% |
$148K - $166K
|
3.13K
$678K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
737+ 18.38% |
$148K - $166K
|
4.75K
$1.03M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
734+ 15.91% |
$147K - $165K
|
5.35K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
723+ 5.63% |
$145K - $162K
|
13.6K
$2.94M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
720+ 16.28% |
$145K - $162K
|
5.14K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
716+ 4.36% |
$144K - $161K
|
17.1K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
714+ 8.61% |
$143K - $160K
|
9.01K
$1.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
710+ 3.32% |
$143K - $159K
|
22.1K
$4.79M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
709+ 2.09% |
$142K - $159K
|
34.7K
$7.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
707+ 3.92% |
$142K - $159K
|
18.7K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
706+ 30.99% |
$142K - $159K
|
2.98K
$647K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
691+ 27.44% |
$139K - $155K
|
3.21K
$696K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
683+ 0.26% |
$137K - $153K
|
263K
$57M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
681+ 35.77% |
$137K - $153K
|
2.59K
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
675+ 57.01% |
$136K - $152K
|
1.86K
$403K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
670+ 10.94% |
$135K - $150K
|
6.79K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
669+ 28.96% |
$134K - $150K
|
2.98K
$646K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
667+ 3.63% |
$134K - $150K
|
19.1K
$4.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
664+ 5.4% |
$133K - $149K
|
13K
$2.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
656+ 21.02% |
$132K - $147K
|
3.78K
$819K
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
656+ 0.21% |
$132K - $147K
|
313K
$67.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
655+ 0.78% |
$132K - $147K
|
84.9K
$18.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
655+ 13.19% |
$132K - $147K
|
5.62K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
651New |
$131K - $146K
|
651
$141K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
649+ 5.74% |
$130K - $146K
|
12K
$2.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
645+ 1.45% |
$130K - $145K
|
45.1K
$9.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
632+ 14.73% |
$127K - $142K
|
4.92K
$1.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
PUT |
600New |
$121K - $135K
|
600
$130K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
596+ 4.95% |
$120K - $134K
|
12.6K
$2.74M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
584+ 1.45% |
$117K - $131K
|
41K
$8.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
581New |
$117K - $130K
|
581
$126K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
576+ 33.88% |
$116K - $129K
|
2.28K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
572+ 11.14% |
$115K - $128K
|
5.71K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
571+ 10.26% |
$115K - $128K
|
6.13K
$1.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
568+ 4.6% |
$114K - $128K
|
12.9K
$2.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
564+ 6.45% |
$113K - $127K
|
9.31K
$2.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
562+ 20.75% |
$113K - $126K
|
3.27K
$709K
|