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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
665+ 25.08% |
$144K - $161K
|
3.32K
$619K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
665+ 1546.51% |
$144K - $161K
|
708
$132K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
664+ 221.33% |
$144K - $161K
|
964
$180K
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
660+ 31.34% |
$143K - $160K
|
2.77K
$517K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
660+ 9.69% |
$143K - $160K
|
7.47K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
655+ 19.22% |
$142K - $159K
|
4.06K
$759K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
654+ 4.14% |
$141K - $159K
|
16.5K
$3.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
654+ 28.73% |
$141K - $159K
|
2.93K
$547K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
651+ 3.72% |
$141K - $158K
|
18.1K
$3.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
650+ 1.83% |
$140K - $158K
|
36.2K
$6.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
650New |
$140K - $158K
|
650
$121K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
649+ 21.84% |
$140K - $157K
|
3.62K
$676K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
644+ 1.23% |
$139K - $156K
|
53.1K
$9.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
644+ 27.76% |
$139K - $156K
|
2.96K
$554K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
640+ 6.64% |
$138K - $155K
|
10.3K
$1.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
632+ 2.13% |
$137K - $153K
|
30.2K
$5.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
627+ 33.58% |
$136K - $152K
|
2.49K
$466K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
618+ 12.15% |
$134K - $150K
|
5.71K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
615New |
$133K - $149K
|
615
$115K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
612New |
$132K - $148K
|
612
$114K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
608+ 1.58% |
$131K - $147K
|
39.1K
$7.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
607+ 3.78% |
$131K - $147K
|
16.7K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
600+ 23.53% |
$130K - $145K
|
3.15K
$588K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
PUT |
600New |
$130K - $145K
|
600
$112K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
598+ 3322.22% |
$129K - $145K
|
616
$115K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
597+ 1.04% |
$129K - $145K
|
58.1K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
595+ 10.79% |
$129K - $144K
|
6.11K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
588+ 1.48% |
$127K - $143K
|
40.3K
$7.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
585New |
$126K - $142K
|
585
$109K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
585+ 17.3% |
$126K - $142K
|
3.97K
$741K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
570+ 1.45% |
$123K - $138K
|
39.9K
$7.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
568New |
$123K - $138K
|
568
$106K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
566+ 7.89% |
$122K - $137K
|
7.74K
$1.44M
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
560New |
$121K - $136K
|
560
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
CALL |
556New |
$120K - $135K
|
556
$104K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
553New |
$120K - $134K
|
553
$103K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
550+ 0.23% |
$119K - $133K
|
238K
$44.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
543New |
$117K - $132K
|
543
$101K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
542+ 41.47% |
$117K - $131K
|
1.85K
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
536+ 160.0% |
$116K - $130K
|
871
$163K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
534+ 4.12% |
$115K - $129K
|
13.5K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
531+ 20.29% |
$115K - $129K
|
3.15K
$588K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
530+ 4.1% |
$115K - $128K
|
13.5K
$2.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
530+ 1.14% |
$115K - $128K
|
47K
$8.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
528+ 6.59% |
$114K - $128K
|
8.54K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
527+ 33.31% |
$114K - $128K
|
2.11K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
525+ 4.52% |
$113K - $127K
|
12.1K
$2.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
525+ 13.44% |
$113K - $127K
|
4.43K
$827K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
522+ 5.6% |
$113K - $127K
|
9.85K
$1.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
517+ 146.88% |
$112K - $125K
|
869
$162K
|