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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
24+ 0.09% |
$4.82K - $5.39K
|
26.8K
$6.14M
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
24+ 0.32% |
$4.82K - $5.39K
|
7.45K
$1.7M
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
24+ 0.36% |
$4.82K - $5.39K
|
6.71K
$1.53M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23+ 1.91% |
$4.62K - $5.17K
|
1.23K
$280K
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
23+ 1.45% |
$4.62K - $5.17K
|
1.61K
$369K
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
20+ 10.42% |
$4.02K - $4.49K
|
212
$48.5K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
20+ 3.75% |
$4.02K - $4.49K
|
553
$126K
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
20+ 0.08% |
$4.02K - $4.49K
|
25.1K
$5.74M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
19+ 0.21% |
$3.82K - $4.27K
|
8.87K
$2.03M
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
19+ 25.33% |
$3.82K - $4.27K
|
94
$21.5K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
19+ 9.45% |
$3.82K - $4.27K
|
220
$50.3K
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
18+ 0.36% |
$3.62K - $4.04K
|
5.06K
$1.16M
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
18+ 0.2% |
$3.62K - $4.04K
|
9.1K
$2.08M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
17+ 1.41% |
$3.41K - $3.82K
|
1.22K
$279K
|
|
Oct 31, 2024
Q3 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
17+ 0.41% |
$3.41K - $3.82K
|
4.21K
$964K
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
17+ 0.13% |
$3.41K - $3.82K
|
13.1K
$2.99M
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
16+ 7.11% |
$3.21K - $3.59K
|
241
$55.1K
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.33% |
$3.21K - $3.59K
|
4.8K
$1.1M
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
16+ 0.37% |
$3.21K - $3.59K
|
4.3K
$983K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
15+ 0.19% |
$3.01K - $3.37K
|
7.97K
$1.82M
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
15+ 0.44% |
$3.01K - $3.37K
|
3.41K
$779K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
15+ 0.5% |
$3.01K - $3.37K
|
3.02K
$690K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
14+ 4.36% |
$2.81K - $3.14K
|
335
$76.6K
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
13+ 0.94% |
$2.61K - $2.92K
|
1.4K
$319K
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
13+ 0.27% |
$2.61K - $2.92K
|
4.76K
$1.09M
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
13+ 0.66% |
$2.61K - $2.92K
|
1.97K
$451K
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
13New |
$2.61K - $2.92K
|
13
$2.97K
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
11+ 0.08% |
$2.21K - $2.47K
|
14.6K
$3.34M
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11+ 0.2% |
$2.21K - $2.47K
|
5.44K
$1.24M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.26% |
$2.21K - $2.47K
|
4.29K
$981K
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11+ 0.14% |
$2.21K - $2.47K
|
7.85K
$1.79M
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
9+ 0.35% |
$1.81K - $2.02K
|
2.56K
$585K
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
9+ 0.1% |
$1.81K - $2.02K
|
9.32K
$2.13M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8+ 0.22% |
$1.61K - $1.8K
|
3.63K
$830K
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
8+ 88.89% |
$1.61K - $1.8K
|
17
$3.89K
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
7+ 0.43% |
$1.41K - $1.57K
|
1.65K
$376K
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7+ 0.34% |
$1.41K - $1.57K
|
2.1K
$479K
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
7+ 0.37% |
$1.41K - $1.57K
|
1.91K
$438K
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6+ 0.26% |
$1.21K - $1.35K
|
2.31K
$529K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.77% |
$1.21K - $1.35K
|
786
$180K
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
6+ 0.22% |
$1.21K - $1.35K
|
2.78K
$636K
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
6+ 0.26% |
$1.21K - $1.35K
|
2.34K
$535K
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6+ 0.03% |
$1.21K - $1.35K
|
17.4K
$3.98M
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.09% |
$1K - $1.12K
|
5.28K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5+ 0.03% |
$1K - $1.12K
|
14.5K
$3.31M
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
5+ 0.42% |
$1K - $1.12K
|
1.19K
$271K
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
5+ 0.29% |
$1K - $1.12K
|
1.7K
$389K
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.09% |
$803 - $898
|
4.69K
$1.07M
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
4+ 0.07% |
$803 - $898
|
5.79K
$1.32M
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.3% |
$803 - $898
|
1.32K
$302K
|