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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Neumeier Poma Investment Counsel LLC
|
BUY
|
- |
2.43KNew |
$480K - $557K
|
2.43K
$576K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
PUT |
2.38KNew |
$471K - $546K
|
2.38K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
2.3KNew |
$456K - $529K
|
2.3K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.27KNew |
$449K - $521K
|
2.27K
$538K
|
|
|
May 13, 2025
Q1 2025
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
PUT |
2.1KNew |
$416K - $483K
|
2.1K
$499K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
2K+ 50.0% |
$396K - $460K
|
6K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.99KNew |
$394K - $457K
|
1.99K
$472K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.96KNew |
$387K - $449K
|
1.96K
$465K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.87KNew |
$371K - $430K
|
1.87K
$444K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.82KNew |
$360K - $417K
|
1.82K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
CALL |
1.7KNew |
$337K - $391K
|
1.7K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.65K+ 0.39% |
$326K - $378K
|
424K
$101M
|
|
|
May 14, 2025
Q1 2025
|
Atika Capital Management LLC
New York, NY |
BUY
|
CALL |
1.5KNew |
$297K - $345K
|
1.5K
$356K
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
1.34KNew |
$265K - $308K
|
1.34K
$318K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.32KNew |
$261K - $303K
|
1.32K
$313K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.3K+ 16.25% |
$258K - $299K
|
9.3K
$2.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.25KNew |
$248K - $288K
|
1.25K
$298K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
1.12KNew |
$221K - $256K
|
1.12K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.1K+ 26.44% |
$218K - $253K
|
5.26K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.09KNew |
$216K - $251K
|
1.09K
$259K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.09KNew |
$215K - $250K
|
1.09K
$258K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.01KNew |
$200K - $232K
|
1.01K
$239K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1K+ 715.0% |
$198K - $230K
|
1.14K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
CALL |
1KNew |
$198K - $230K
|
1K
$237K
|
|
|
Oct 29, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
904New |
$179K - $208K
|
904
$215K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
870+ 13.54% |
$172K - $200K
|
7.3K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
CALL |
600New |
$119K - $138K
|
600
$142K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
556New |
$110K - $128K
|
556
$132K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
556New |
$110K - $128K
|
556
$132K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
523+ 0.95% |
$104K - $120K
|
55.5K
$13.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
462+ 48.63% |
$91.5K - $106K
|
1.41K
$335K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
400+ 3.36% |
$79.2K - $91.9K
|
12.3K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
375New |
$74.3K - $86.2K
|
375
$89.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
375New |
$74.3K - $86.2K
|
375
$89.1K
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
355+ 3.55% |
$70.3K - $81.6K
|
10.4K
$2.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
325New |
$64.4K - $74.7K
|
325
$77.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
313+ 1.83% |
$62K - $71.9K
|
17.4K
$4.13M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
261+ 2.45% |
$51.7K - $60K
|
10.9K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
250New |
$49.5K - $57.4K
|
250
$59.4K
|
|
|
May 13, 2025
Q1 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
BUY
|
PUT |
238New |
$47.1K - $54.7K
|
238
$56.5K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
235+ 2.41% |
$46.6K - $54K
|
9.98K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
229+ 89.8% |
$45.4K - $52.6K
|
484
$115K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
219+ 21.45% |
$43.4K - $50.3K
|
1.24K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
218+ 4.55% |
$43.2K - $50.1K
|
5.01K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
210New |
$41.6K - $48.3K
|
210
$49.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
180+ 18000.0% |
$35.7K - $41.4K
|
181
$43K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
178+ 16.68% |
$35.3K - $40.9K
|
1.25K
$296K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
170New |
$33.7K - $39.1K
|
170
$40.4K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
150New |
$29.7K - $34.5K
|
150
$35.6K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
143New |
$28.3K - $32.9K
|
143
$34K
|
|