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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
691+ 3.42% |
$149K - $167K
|
20.9K
$4.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
650New |
$140K - $158K
|
650
$154K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
612New |
$132K - $148K
|
612
$145K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
PUT |
600New |
$130K - $145K
|
600
$142K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
558New |
$121K - $135K
|
558
$133K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
553New |
$120K - $134K
|
553
$131K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
543New |
$117K - $132K
|
543
$129K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
500New |
$108K - $121K
|
500
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
478+ 25.16% |
$103K - $116K
|
2.38K
$565K
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
443New |
$95.7K - $107K
|
443
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
437+ 16.19% |
$94.4K - $106K
|
3.14K
$745K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
400+ 32.21% |
$86.5K - $97K
|
1.64K
$390K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
397New |
$85.8K - $96.2K
|
397
$94.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
380New |
$82.1K - $92.1K
|
380
$90.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
352New |
$76.1K - $85.3K
|
352
$83.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
344+ 67.58% |
$74.3K - $83.4K
|
853
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
267New |
$57.7K - $64.7K
|
267
$63.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
235New |
$50.8K - $57K
|
235
$55.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
213New |
$46K - $51.6K
|
213
$50.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
201New |
$43.4K - $48.7K
|
201
$47.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
198+ 4.13% |
$42.8K - $48K
|
4.99K
$1.18M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
192+ 1.19% |
$41.5K - $46.5K
|
16.4K
$3.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
171New |
$37K - $41.5K
|
171
$40.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
150New |
$32.4K - $36.4K
|
150
$35.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
150New |
$32.4K - $36.4K
|
150
$35.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
122New |
$26.4K - $29.6K
|
122
$29K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
122New |
$26.4K - $29.6K
|
122
$29K
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
110+ 2.51% |
$23.8K - $26.7K
|
4.49K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
109+ 2.81% |
$23.6K - $26.4K
|
3.99K
$948K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
105New |
$22.7K - $25.5K
|
105
$24.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
100+ 4.84% |
$21.6K - $24.2K
|
2.17K
$514K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
82New |
$17.7K - $19.9K
|
82
$19.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
75+ 8.82% |
$16.2K - $18.2K
|
925
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
65New |
$14K - $15.8K
|
65
$15.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
60New |
$13K - $14.5K
|
60
$14.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
59+ 0.26% |
$12.8K - $14.3K
|
22.3K
$5.3M
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
56New |
$12.1K - $13.6K
|
56
$13.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
56New |
$12.1K - $13.6K
|
56
$13.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
50New |
$10.8K - $12.1K
|
50
$11.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
38New |
$8.21K - $9.21K
|
38
$9.02K
|
|
|
Feb 13, 2025
Q4 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
36+ 3.11% |
$7.78K - $8.73K
|
1.2K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
35New |
$7.56K - $8.48K
|
35
$8.31K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
35New |
$7.56K - $8.48K
|
35
$8.31K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
31+ 22.63% |
$6.7K - $7.51K
|
168
$39.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
27New |
$5.84K - $6.54K
|
27
$6.41K
|
|
|
Jan 07, 2026
Q4 2024
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
17+ 65.38% |
$3.67K - $4.12K
|
43
$10.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
15+ 0.41% |
$3.24K - $3.64K
|
3.65K
$866K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
12New |
$2.59K - $2.91K
|
12
$2.85K
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
10+ 0.84% |
$2.16K - $2.42K
|
1.2K
$286K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
5New |
$1.08K - $1.21K
|
5
$1.19K
|
|