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 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1.4K+ 2.35% |
$281K - $314K
|
60.8K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.35KNew |
$271K - $303K
|
1.35K
$294K
|
|
|
Nov 04, 2024
Q3 2024
|
Truxt Investmentos Ltda.
|
BUY
|
- |
1.33KNew |
$268K - $300K
|
1.33K
$291K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.3KNew |
$261K - $292K
|
1.3K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.25KNew |
$252K - $281K
|
1.25K
$273K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.2KNew |
$241K - $269K
|
1.2K
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
1.14KNew |
$230K - $257K
|
1.14K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.14K+ 95.06% |
$228K - $255K
|
2.33K
$507K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.13KNew |
$227K - $254K
|
1.13K
$246K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.12KNew |
$225K - $252K
|
1.12K
$244K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
1.1KNew |
$220K - $246K
|
1.1K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
1.08KNew |
$218K - $243K
|
1.08K
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.01K+ 54.81% |
$204K - $228K
|
2.86K
$624K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
983New |
$197K - $221K
|
983
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
980+ 8.39% |
$197K - $220K
|
12.7K
$2.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
961New |
$193K - $216K
|
961
$209K
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
954New |
$192K - $214K
|
954
$208K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
950New |
$191K - $213K
|
950
$207K
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
944New |
$190K - $212K
|
944
$206K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
942New |
$189K - $212K
|
942
$205K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
936New |
$188K - $210K
|
936
$204K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
926New |
$186K - $208K
|
926
$202K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
925+ 9.48% |
$186K - $208K
|
10.7K
$2.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
924New |
$186K - $208K
|
924
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
922New |
$185K - $207K
|
922
$201K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
919New |
$185K - $206K
|
919
$200K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
912New |
$183K - $205K
|
912
$199K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
909New |
$183K - $204K
|
909
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
906New |
$182K - $203K
|
906
$197K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
906New |
$182K - $203K
|
906
$197K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
734+ 15.91% |
$147K - $165K
|
5.35K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
656+ 21.02% |
$132K - $147K
|
3.78K
$823K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
651New |
$131K - $146K
|
651
$142K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
632+ 14.73% |
$127K - $142K
|
4.92K
$1.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
PUT |
600New |
$121K - $135K
|
600
$131K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
581New |
$117K - $130K
|
581
$127K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
539+ 3.19% |
$108K - $121K
|
17.5K
$3.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
514New |
$103K - $115K
|
514
$112K
|
|
|
Nov 13, 2024
Q3 2024
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
453New |
$91K - $102K
|
453
$98.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
417+ 82.9% |
$83.8K - $93.7K
|
920
$200K
|
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
395+ 19.27% |
$79.3K - $88.7K
|
2.45K
$533K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
392+ 10.17% |
$78.7K - $88K
|
4.25K
$925K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
370New |
$74.3K - $83.1K
|
370
$80.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
350+ 1.46% |
$70.3K - $78.6K
|
24.4K
$5.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
325+ 2.36% |
$65.3K - $73K
|
14.1K
$3.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
300New |
$60.3K - $67.4K
|
300
$65.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
279+ 46.27% |
$56K - $62.7K
|
882
$192K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
238+ 10.07% |
$47.8K - $53.5K
|
2.6K
$566K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
215+ 1.61% |
$43.2K - $48.3K
|
13.5K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
205+ 0.91% |
$41.2K - $46K
|
22.7K
$4.95M
|