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 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.2KNew |
$241K - $269K
|
1.2K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.19K+ 3.96% |
$240K - $268K
|
31.3K
$7.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.19K+ 0.57% |
$238K - $266K
|
210K
$48.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
1.14KNew |
$230K - $257K
|
1.14K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.14K+ 95.06% |
$228K - $255K
|
2.33K
$533K
|
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.13K+ 3.99% |
$227K - $254K
|
29.5K
$6.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.13KNew |
$227K - $254K
|
1.13K
$258K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.13KNew |
$226K - $253K
|
1.13K
$258K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.12KNew |
$225K - $252K
|
1.12K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.12K+ 20.23% |
$224K - $251K
|
6.64K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.12KNew |
$224K - $250K
|
1.12K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.11K+ 2.93% |
$222K - $249K
|
38.9K
$8.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.11KNew |
$222K - $248K
|
1.11K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.1KNew |
$221K - $247K
|
1.1K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.1K+ 31.93% |
$221K - $247K
|
4.55K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
1.1KNew |
$220K - $246K
|
1.1K
$250K
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.09K+ 24.44% |
$219K - $245K
|
5.56K
$1.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.09K+ 2.97% |
$219K - $245K
|
37.8K
$8.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
1.08KNew |
$218K - $243K
|
1.08K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.08K+ 9.08% |
$216K - $242K
|
12.9K
$2.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
1.07KNew |
$215K - $240K
|
1.07K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.07K+ 2.7% |
$214K - $239K
|
40.6K
$9.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.04K+ 25.16% |
$210K - $234K
|
5.19K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$209K - $233K
|
1.04K
$238K
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.03KNew |
$207K - $232K
|
1.03K
$236K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.03KNew |
$207K - $232K
|
1.03K
$236K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.03K+ 17.11% |
$207K - $232K
|
7.06K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.01K+ 54.81% |
$204K - $228K
|
2.86K
$655K
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
1.01KNew |
$203K - $227K
|
1.01K
$231K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
1KNew |
$201K - $225K
|
1K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
1K+ 312.15% |
$201K - $225K
|
1.32K
$303K
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
BUY
|
- |
1K+ 2.72% |
$201K - $225K
|
37.9K
$8.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
999+ 12.65% |
$201K - $224K
|
8.9K
$2.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
983New |
$197K - $221K
|
983
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
980+ 8.39% |
$197K - $220K
|
12.7K
$2.89M
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
967New |
$194K - $217K
|
967
$221K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
966+ 3.9% |
$194K - $217K
|
25.7K
$5.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
961New |
$193K - $216K
|
961
$220K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
960+ 3.3% |
$193K - $216K
|
30K
$6.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
954New |
$192K - $214K
|
954
$218K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
950New |
$191K - $213K
|
950
$217K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
949+ 5.45% |
$191K - $213K
|
18.4K
$4.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
944New |
$190K - $212K
|
944
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
942New |
$189K - $212K
|
942
$215K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
942New |
$189K - $212K
|
942
$215K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
937New |
$188K - $210K
|
937
$214K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
936New |
$188K - $210K
|
936
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
931+ 5476.47% |
$187K - $209K
|
948
$217K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
930New |
$187K - $209K
|
930
$213K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
926New |
$186K - $208K
|
926
$212K
|