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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.9KNew |
$558K - $607K
|
2.9K
$631K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.75K+ 34.5% |
$531K - $576K
|
10.7K
$2.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
2.75K+ 702.05% |
$529K - $575K
|
3.14K
$683K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
2.71KNew |
$522K - $567K
|
2.71K
$590K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
CALL |
2.5KNew |
$482K - $524K
|
2.5K
$545K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.17K+ 327.0% |
$418K - $454K
|
2.83K
$617K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.81K+ 24.36% |
$349K - $379K
|
9.24K
$2.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.72KNew |
$331K - $359K
|
1.72K
$374K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.5KNew |
$289K - $314K
|
1.5K
$327K
|
|
|
Aug 14, 2024
Q2 2024
|
Corvex Management LP
New York, NY |
BUY
|
- |
1.5K+ 60.0% |
$289K - $314K
|
4K
$871K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.38KNew |
$267K - $289K
|
1.38K
$301K
|
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
CALL |
1.21KNew |
$234K - $254K
|
1.21K
$264K
|
|
|
Jul 29, 2024
Q2 2024
|
Defender Capital, Llc.
|
BUY
|
- |
1.2K+ 66.67% |
$231K - $251K
|
3K
$653K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.19K+ 59.7% |
$230K - $249K
|
3.19K
$694K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.18KNew |
$228K - $248K
|
1.18K
$258K
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.12KNew |
$216K - $235K
|
1.12K
$244K
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.06KNew |
$204K - $222K
|
1.06K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.05KNew |
$202K - $219K
|
1.05K
$228K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.05KNew |
$202K - $219K
|
1.05K
$228K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.02K+ 162.94% |
$197K - $214K
|
1.65K
$358K
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1KNew |
$194K - $210K
|
1K
$219K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
PUT |
1KNew |
$193K - $209K
|
1K
$218K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1K+ 75.24% |
$193K - $209K
|
2.33K
$507K
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
996New |
$192K - $209K
|
996
$217K
|
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
950New |
$183K - $199K
|
950
$207K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
715+ 8.33% |
$138K - $150K
|
9.3K
$2.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
674+ 19.22% |
$130K - $141K
|
4.18K
$911K
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
650+ 34.12% |
$125K - $136K
|
2.56K
$556K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
574New |
$111K - $120K
|
574
$125K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
514+ 3671.43% |
$99.1K - $108K
|
528
$115K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
396New |
$76.4K - $82.9K
|
396
$86.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
350New |
$67.5K - $73.3K
|
350
$76.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
283+ 88.71% |
$54.6K - $59.3K
|
602
$131K
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
262+ 8.96% |
$50.5K - $54.9K
|
3.19K
$694K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
258+ 59.86% |
$49.8K - $54K
|
689
$150K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
257New |
$49.6K - $53.8K
|
257
$56K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
226+ 3.98% |
$43.6K - $47.3K
|
5.9K
$1.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
214New |
$41.3K - $44.8K
|
214
$46.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
208+ 5.76% |
$40.1K - $43.6K
|
3.82K
$832K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
199+ 568.57% |
$38.4K - $41.7K
|
234
$51K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
196+ 56.0% |
$37.8K - $41.1K
|
546
$119K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
155+ 3.81% |
$29.9K - $32.5K
|
4.22K
$919K
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
146New |
$28.2K - $30.6K
|
146
$31.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
145+ 3.48% |
$28K - $30.4K
|
4.31K
$940K
|
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
CALL |
100+ 25.0% |
$19.3K - $20.9K
|
500
$109K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
100New |
$19.3K - $20.9K
|
100
$21.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
79+ 1.16% |
$15.2K - $16.5K
|
6.91K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
73+ 3.16% |
$14.1K - $15.3K
|
2.38K
$519K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
70New |
$13.5K - $14.7K
|
70
$15.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
70+ 1.19% |
$13.5K - $14.7K
|
5.96K
$1.3M
|