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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
1.55K+ 36.73% |
$270K - $334K
|
5.76K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.49KNew |
$260K - $321K
|
1.49K
$353K
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.47KNew |
$257K - $317K
|
1.47K
$349K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.46K+ 18237.5% |
$255K - $315K
|
1.47K
$348K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.39KNew |
$244K - $301K
|
1.39K
$331K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.37KNew |
$239K - $295K
|
1.37K
$325K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.33K+ 45.09% |
$233K - $288K
|
4.29K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
1.32KNew |
$230K - $284K
|
1.32K
$313K
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
1.31KNew |
$230K - $283K
|
1.31K
$312K
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.31KNew |
$228K - $282K
|
1.31K
$310K
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
BUY
|
- |
1.3K+ 6.6% |
$227K - $281K
|
21K
$4.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.27KNew |
$221K - $273K
|
1.27K
$300K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.26K+ 0.75% |
$220K - $271K
|
168K
$39.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.25K+ 6.3% |
$218K - $270K
|
21.1K
$5M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
1.15KNew |
$201K - $248K
|
1.15K
$273K
|
|
|
Sep 02, 2025
Q2 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
1.1K+ 89.44% |
$192K - $238K
|
2.33K
$554K
|
|
|
Aug 14, 2025
Q2 2025
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
PUT |
1.1K+ 10.68% |
$192K - $237K
|
11.4K
$2.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.09KNew |
$190K - $234K
|
1.09K
$258K
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.06KNew |
$185K - $228K
|
1.06K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1KNew |
$175K - $216K
|
1K
$237K
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
BUY
|
- |
1KNew |
$175K - $216K
|
1K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
1KNew |
$175K - $216K
|
1K
$237K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
999New |
$175K - $216K
|
999
$237K
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
996+ 72.07% |
$174K - $215K
|
2.38K
$565K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
991New |
$173K - $214K
|
991
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
985New |
$172K - $213K
|
985
$234K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
978New |
$171K - $211K
|
978
$232K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
973New |
$170K - $210K
|
973
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
966New |
$169K - $208K
|
966
$229K
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
951New |
$166K - $205K
|
951
$226K
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
950New |
$166K - $205K
|
950
$226K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
946New |
$165K - $204K
|
946
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
939New |
$164K - $203K
|
939
$223K
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
927New |
$162K - $200K
|
927
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
925New |
$162K - $200K
|
925
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
924New |
$162K - $199K
|
924
$219K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
839New |
$147K - $181K
|
839
$199K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
764+ 5.02% |
$134K - $165K
|
16K
$3.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
763+ 5.84% |
$133K - $165K
|
13.8K
$3.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
695New |
$121K - $150K
|
695
$165K
|
|
|
Aug 14, 2025
Q2 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
630New |
$110K - $136K
|
630
$150K
|
|
|
Aug 14, 2025
Q2 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
616+ 32.98% |
$108K - $133K
|
2.48K
$590K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
570+ 191.92% |
$99.6K - $123K
|
867
$206K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
522+ 2372.73% |
$91.3K - $113K
|
544
$129K
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
518+ 271.2% |
$90.6K - $112K
|
709
$168K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
499New |
$87.2K - $108K
|
499
$119K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
490+ 2.23% |
$85.7K - $106K
|
22.4K
$5.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
488New |
$85.3K - $105K
|
488
$116K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
371New |
$64.9K - $80.1K
|
371
$88.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
312+ 20.21% |
$54.5K - $67.3K
|
1.86K
$441K
|
|