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 |
---|---|---|---|---|---|---|---|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
1.57KNew |
$298K - $331K
|
1.57K
$343K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.5KNew |
$285K - $316K
|
1.5K
$328K
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.25K+ 12.71% |
$237K - $263K
|
11.1K
$2.41M
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.15KNew |
$217K - $241K
|
1.15K
$249K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.05KNew |
$199K - $221K
|
1.05K
$228K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.05KNew |
$199K - $220K
|
1.05K
$228K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
PUT |
1KNew |
$189K - $210K
|
1K
$218K
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
1KNew |
$189K - $210K
|
1K
$218K
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1KNew |
$189K - $210K
|
1K
$218K
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
985New |
$187K - $207K
|
985
$215K
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
974New |
$185K - $205K
|
974
$212K
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
964New |
$183K - $203K
|
964
$210K
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
962New |
$182K - $202K
|
962
$210K
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
954New |
$181K - $201K
|
954
$208K
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
953New |
$181K - $200K
|
953
$208K
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
910New |
$172K - $191K
|
910
$198K
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
900New |
$171K - $189K
|
900
$196K
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
773+ 62.9% |
$146K - $163K
|
2K
$436K
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
604New |
$114K - $127K
|
604
$132K
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
600+ 60000.0% |
$114K - $126K
|
601
$131K
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
460+ 23.92% |
$87.2K - $96.7K
|
2.38K
$519K
|
|
Apr 19, 2024
Q1 2024
|
Greenfield Ftc, Inc.
|
BUY
|
- |
446+ 0.78% |
$84.5K - $93.8K
|
57.3K
$12.5M
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
387+ 21.64% |
$73.3K - $81.4K
|
2.18K
$474K
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
368+ 36.4% |
$69.7K - $77.4K
|
1.38K
$300K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
350New |
$66.3K - $73.6K
|
350
$76.2K
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
311New |
$58.9K - $65.4K
|
311
$67.7K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
CALL |
300New |
$56.8K - $63.1K
|
300
$65.3K
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
292New |
$55.3K - $61.4K
|
292
$63.6K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
285+ 14.45% |
$54K - $59.9K
|
2.26K
$492K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
269New |
$51K - $56.6K
|
269
$58.6K
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
258+ 206.4% |
$48.9K - $54.3K
|
383
$83.4K
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
255New |
$48.3K - $53.6K
|
255
$55.5K
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
204+ 2.42% |
$38.7K - $42.9K
|
8.63K
$1.88M
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200+ 1250.0% |
$37.9K - $42.1K
|
216
$47K
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
197+ 19.43% |
$37.3K - $41.4K
|
1.21K
$264K
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
168New |
$31.8K - $35.3K
|
168
$36.6K
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
156New |
$29.6K - $32.8K
|
156
$34K
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
150New |
$28.4K - $31.5K
|
150
$32.7K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
140New |
$26.5K - $29.4K
|
140
$30.5K
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
140New |
$26.5K - $29.4K
|
140
$30.5K
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
118+ 786.67% |
$22.4K - $24.8K
|
133
$29K
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
100New |
$18.9K - $21K
|
100
$21.8K
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
91+ 3.29% |
$17.2K - $19.1K
|
2.86K
$623K
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
83+ 518.75% |
$15.7K - $17.5K
|
99
$21.6K
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
BUY
|
- |
55+ 5.21% |
$10.4K - $11.6K
|
1.11K
$242K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
51New |
$9.66K - $10.7K
|
51
$11.1K
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
BUY
|
- |
51+ 1.45% |
$9.66K - $10.7K
|
3.56K
$776K
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
50New |
$9.47K - $10.5K
|
50
$10.9K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
48New |
$9.1K - $10.1K
|
48
$10.5K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
38+ 0.06% |
$7.2K - $7.99K
|
67.2K
$14.6M
|