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 |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.33KNew |
$287K - $322K
|
1.33K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.33KNew |
$286K - $321K
|
1.33K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.32K+ 32.11% |
$285K - $320K
|
5.43K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
1.31KNew |
$284K - $318K
|
1.31K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.3KNew |
$281K - $315K
|
1.3K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
1.29KNew |
$279K - $313K
|
1.29K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.29KNew |
$279K - $313K
|
1.29K
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.26KNew |
$272K - $305K
|
1.26K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.26K+ 22.56% |
$272K - $305K
|
6.83K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.25KNew |
$271K - $304K
|
1.25K
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1.25K+ 71.87% |
$270K - $302K
|
2.98K
$557K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.25K+ 58.22% |
$270K - $302K
|
3.39K
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
1.24KNew |
$269K - $301K
|
1.24K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.24K+ 38.57% |
$269K - $301K
|
4.47K
$834K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.23KNew |
$265K - $297K
|
1.23K
$229K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
1.21KNew |
$262K - $294K
|
1.21K
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.21KNew |
$261K - $293K
|
1.21K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.2KNew |
$260K - $292K
|
1.2K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
CALL |
1.2KNew |
$259K - $291K
|
1.2K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1.2KNew |
$259K - $290K
|
1.2K
$224K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.19K+ 79.07% |
$258K - $289K
|
2.7K
$505K
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
1.18KNew |
$256K - $287K
|
1.18K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.18KNew |
$256K - $287K
|
1.18K
$221K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.18K+ 11.19% |
$256K - $287K
|
11.8K
$2.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.18K+ 9.17% |
$254K - $285K
|
14K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
1.17K+ 0.42% |
$254K - $284K
|
282K
$52.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 16.02% |
$251K - $281K
|
8.4K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.16KNew |
$250K - $281K
|
1.16K
$216K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.16KNew |
$250K - $281K
|
1.16K
$216K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 4.29% |
$250K - $280K
|
28.2K
$5.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.15K+ 118.64% |
$249K - $279K
|
2.12K
$396K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
1.14KNew |
$246K - $276K
|
1.14K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
1.13KNew |
$244K - $274K
|
1.13K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
1.13KNew |
$244K - $274K
|
1.13K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.13K+ 2.87% |
$244K - $273K
|
40.4K
$7.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.12K+ 47.92% |
$241K - $270K
|
3.44K
$643K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1.1KNew |
$239K - $268K
|
1.1K
$206K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.1K+ 10.81% |
$238K - $267K
|
11.3K
$2.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1.1KNew |
$238K - $267K
|
1.1K
$205K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.09K+ 3.42% |
$236K - $265K
|
33.1K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
1.09KNew |
$236K - $265K
|
1.09K
$204K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.08K+ 1.71% |
$233K - $262K
|
64.3K
$12M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
1.08K+ 100.47% |
$232K - $261K
|
2.15K
$401K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.07K+ 11.07% |
$231K - $260K
|
10.8K
$2.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.07KNew |
$231K - $259K
|
1.07K
$199K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
1.07KNew |
$231K - $259K
|
1.07K
$199K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.07KNew |
$231K - $259K
|
1.07K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.07K+ 31.59% |
$230K - $258K
|
4.44K
$829K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.07K+ 4.58% |
$230K - $258K
|
24.3K
$4.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.06KNew |
$230K - $258K
|
1.06K
$199K
|