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 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
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
125+ 7.43% |
$24.8K - $28.7K
|
1.81K
$429K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
119+ 2.19% |
$23.6K - $27.3K
|
5.55K
$1.32M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
108New |
$21.4K - $24.8K
|
108
$25.6K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
108New |
$21.4K - $24.8K
|
108
$25.6K
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
106+ 662.5% |
$21K - $24.4K
|
122
$29K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
100New |
$19.8K - $23K
|
100
$23.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
100+ 2.63% |
$19.8K - $23K
|
3.9K
$926K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$19.8K - $23K
|
100
$23.7K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
60New |
$11.9K - $13.8K
|
60
$14.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
59New |
$11.7K - $13.6K
|
59
$14K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
45New |
$8.91K - $10.3K
|
45
$10.7K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
45+ 0.84% |
$8.91K - $10.3K
|
5.42K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
37New |
$7.33K - $8.5K
|
37
$8.79K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
PUT |
35+ 30.43% |
$6.93K - $8.04K
|
150
$35.6K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
BUY
|
- |
31+ 0.73% |
$6.14K - $7.12K
|
4.28K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
30New |
$5.94K - $6.89K
|
30
$7.12K
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
30+ 1.79% |
$5.94K - $6.89K
|
1.71K
$406K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
25New |
$4.95K - $5.74K
|
25
$5.94K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
22New |
$4.36K - $5.06K
|
22
$5.22K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
17+ 0.36% |
$3.37K - $3.91K
|
4.7K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
15New |
$2.97K - $3.45K
|
15
$3.56K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
12+ 0.21% |
$2.38K - $2.76K
|
5.72K
$1.36M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7New |
$1.39K - $1.61K
|
7
$1.66K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6+ 0.26% |
$1.19K - $1.38K
|
2.28K
$541K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
2+ 1.25% |
$396 - $460
|
162
$38.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$396 - $460
|
1.13K
$269K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 0.6% |
$198 - $230
|
168
$39.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.09% |
$198 - $230
|
1.16K
$274K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1+ 0.02% |
$198 - $230
|
4.79K
$1.14M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
CALL |
1.5MNew |
$324M - $364M
|
1.5M
$356M
|
|
|
Feb 14, 2025
Q4 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
752KNew |
$162M - $182M
|
752K
$179M
|
|
|
Aug 18, 2025
Q4 2024
|
Carronade Capital Management, LP
Darien, CT |
BUY
|
PUT |
500KNew |
$108M - $121M
|
500K
$119M
|
|
|
Feb 13, 2025
Q4 2024
|
One William Street Capital Management, L.P.
New York, NY |
BUY
|
CALL |
500KNew |
$108M - $121M
|
500K
$119M
|
|
|
Feb 14, 2025
Q4 2024
|
No Street Gp LP
San Francisco, CA |
BUY
|
- |
325KNew |
$70.2M - $78.8M
|
325K
$77.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Potrero Capital Research LLC
San Francisco, CA |
BUY
|
PUT |
270KNew |
$58.4M - $65.4M
|
270K
$64.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Metavasi Capital LP
Larchmont, NY |
BUY
|
PUT |
240K+ 400.0% |
$51.9M - $58.2M
|
300K
$71.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
233KNew |
$50.4M - $56.5M
|
233K
$55.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
- |
204KNew |
$44M - $49.3M
|
204K
$48.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
171KNew |
$37M - $41.5M
|
171K
$40.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
119KNew |
$25.7M - $28.8M
|
119K
$28.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
100KNew |
$21.6M - $24.2M
|
100K
$23.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
93.9K+ 71.46% |
$20.3M - $22.8M
|
225K
$53.5M
|
|