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
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
9.02KNew |
$1.81M - $2.02M
|
9.02K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
7.76KNew |
$1.56M - $1.74M
|
7.76K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
7.62KNew |
$1.53M - $1.71M
|
7.62K
$1.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
7.4K+ 284.62% |
$1.49M - $1.66M
|
10K
$2.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
7.39K+ 6421.74% |
$1.48M - $1.66M
|
7.5K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
CALL |
7.3K+ 96.05% |
$1.47M - $1.64M
|
14.9K
$3.25M
|
|
|
Jan 28, 2025
Q3 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
7.27K+ 3189.47% |
$1.46M - $1.63M
|
7.5K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
7.03K+ 93.75% |
$1.41M - $1.58M
|
14.5K
$3.17M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
5.93KNew |
$1.19M - $1.33M
|
5.93K
$1.29M
|
|
|
Nov 18, 2024
Q3 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
5.47K+ 13.91% |
$1.1M - $1.23M
|
44.8K
$9.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
5.35K+ 26.82% |
$1.07M - $1.2M
|
25.3K
$5.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.31K+ 0.59% |
$1.07M - $1.19M
|
901K
$196M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
5.08K+ 1.69% |
$1.02M - $1.14M
|
307K
$66.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
5.03KNew |
$1.01M - $1.13M
|
5.03K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Prentice Capital Management, LP
Greenwich, CT |
BUY
|
- |
5KNew |
$1M - $1.12M
|
5K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Paragon Associates & Paragon Associates Ii Joint Venture
Dallas, TX |
BUY
|
- |
5KNew |
$1M - $1.12M
|
5K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
5KNew |
$1M - $1.12M
|
5K
$1.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
4.97KNew |
$999K - $1.12M
|
4.97K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.67K+ 10.04% |
$937K - $1.05M
|
51.1K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
4.66K+ 491.04% |
$936K - $1.05M
|
5.61K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.38KNew |
$880K - $984K
|
4.38K
$954K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
3.38KNew |
$679K - $759K
|
3.38K
$736K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.34K+ 563.91% |
$672K - $751K
|
3.94K
$857K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
3.27KNew |
$656K - $734K
|
3.27K
$711K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.15KNew |
$633K - $707K
|
3.15K
$686K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.14KNew |
$631K - $705K
|
3.14K
$684K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
3.09KNew |
$620K - $694K
|
3.09K
$673K
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
3.08KNew |
$619K - $692K
|
3.08K
$671K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3.06K+ 4.48% |
$614K - $686K
|
71.2K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Four World Capital Management LLC
New York, NY |
BUY
|
- |
3KNew |
$603K - $674K
|
3K
$653K
|
|
|
Nov 14, 2024
Q3 2024
|
Lonestar Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
3KNew |
$603K - $674K
|
3K
$653K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
CALL |
3K+ 300.0% |
$603K - $674K
|
4K
$871K
|
|
|
Oct 22, 2024
Q3 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
2.8KNew |
$562K - $629K
|
2.8K
$610K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.78KNew |
$559K - $625K
|
2.78K
$606K
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.61KNew |
$524K - $586K
|
2.61K
$569K
|
|
|
Nov 13, 2024
Q3 2024
|
Shannon River Fund Management LLC
|
BUY
|
PUT |
2.4KNew |
$482K - $539K
|
2.4K
$523K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.32KNew |
$466K - $521K
|
2.32K
$505K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.26K+ 3.9% |
$454K - $508K
|
60.2K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
PUT |
2.1K+ 58.33% |
$422K - $472K
|
5.7K
$1.24M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
2.04K+ 751.29% |
$409K - $457K
|
2.31K
$502K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
CALL |
2KNew |
$402K - $449K
|
2K
$436K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.98K+ 8.71% |
$397K - $444K
|
24.6K
$5.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.89KNew |
$379K - $424K
|
1.89K
$411K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.85K+ 64.96% |
$371K - $414K
|
4.69K
$1.02M
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.69KNew |
$338K - $378K
|
1.69K
$367K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.63KNew |
$327K - $366K
|
1.63K
$355K
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.5KNew |
$301K - $337K
|
1.5K
$327K
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.48KNew |
$297K - $332K
|
1.48K
$322K
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.43KNew |
$287K - $321K
|
1.43K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
PUT |
1.4KNew |
$281K - $314K
|
1.4K
$305K
|