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
|
Dt Investment Partners, LLC
|
BUY
|
- |
93+ 0.21% |
$18.7K - $20.9K
|
45K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
91+ 0.61% |
$18.3K - $20.4K
|
14.9K
$3.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
91+ 3.79% |
$18.3K - $20.4K
|
2.49K
$570K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
89+ 0.75% |
$17.9K - $20K
|
11.9K
$2.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
89+ 19.6% |
$17.9K - $20K
|
543
$124K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
87+ 3.48% |
$17.5K - $19.5K
|
2.59K
$592K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
85+ 2.36% |
$17.1K - $19.1K
|
3.69K
$845K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
83+ 0.89% |
$16.7K - $18.6K
|
9.42K
$2.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
81+ 1.55% |
$16.3K - $18.2K
|
5.3K
$1.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
80New |
$16.1K - $18K
|
80
$18.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
80+ 10.67% |
$16.1K - $18K
|
830
$190K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
79+ 5.53% |
$15.9K - $17.7K
|
1.51K
$345K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
76+ 5.19% |
$15.3K - $17.1K
|
1.54K
$352K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
75+ 0.51% |
$15.1K - $16.8K
|
14.9K
$3.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
75+ 3.11% |
$15.1K - $16.8K
|
2.49K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
69+ 4.86% |
$13.9K - $15.5K
|
1.49K
$341K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
69+ 1.7% |
$13.9K - $15.5K
|
4.14K
$946K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
68+ 10.41% |
$13.7K - $15.3K
|
721
$165K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
67+ 0.3% |
$13.5K - $15K
|
22.3K
$5.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
60+ 3.98% |
$12.1K - $13.5K
|
1.57K
$358K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
56+ 2.01% |
$11.2K - $12.6K
|
2.85K
$651K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
55+ 0.28% |
$11K - $12.4K
|
19.6K
$4.48M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
53+ 3.07% |
$10.6K - $11.9K
|
1.78K
$407K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
53+ 47.32% |
$10.6K - $11.9K
|
165
$37.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
53+ 0.33% |
$10.6K - $11.9K
|
16.2K
$3.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
50+ 0.98% |
$10K - $11.2K
|
5.18K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 2.41% |
$10K - $11.2K
|
2.13K
$487K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
48+ 0.45% |
$9.64K - $10.8K
|
10.8K
$2.47M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
47+ 6.75% |
$9.44K - $10.6K
|
743
$170K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
47+ 0.73% |
$9.44K - $10.6K
|
6.45K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
47+ 0.05% |
$9.44K - $10.6K
|
98.8K
$22.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
47New |
$9.44K - $10.6K
|
47
$10.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
45+ 1.71% |
$9.04K - $10.1K
|
2.68K
$613K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
44+ 0.14% |
$8.84K - $9.88K
|
30.5K
$6.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
43+ 12.29% |
$8.64K - $9.66K
|
393
$89.9K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
40+ 0.55% |
$8.03K - $8.98K
|
7.37K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
40+ 3.76% |
$8.03K - $8.98K
|
1.1K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
39+ 0.33% |
$7.83K - $8.76K
|
12K
$2.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
39+ 2.56% |
$7.83K - $8.76K
|
1.56K
$357K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
37+ 0.51% |
$7.43K - $8.31K
|
7.34K
$1.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.62% |
$7.23K - $8.09K
|
5.81K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
31+ 0.32% |
$6.23K - $6.96K
|
9.72K
$2.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
31+ 0.4% |
$6.23K - $6.96K
|
7.85K
$1.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
30+ 0.96% |
$6.03K - $6.74K
|
3.17K
$724K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
28+ 0.36% |
$5.62K - $6.29K
|
7.83K
$1.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
28+ 2.56% |
$5.62K - $6.29K
|
1.12K
$256K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
27+ 17.65% |
$5.42K - $6.06K
|
180
$41.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
25+ 2.05% |
$5.02K - $5.62K
|
1.24K
$284K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
25+ 33.33% |
$5.02K - $5.62K
|
100
$22.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
25New |
$5.02K - $5.62K
|
25
$5.72K
|