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 07, 2025
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
PUT |
1KNew |
$193K - $209K
|
1K
$237K
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
996New |
$192K - $209K
|
996
$237K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
715+ 8.33% |
$138K - $150K
|
9.3K
$2.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
514+ 3671.43% |
$99.1K - $108K
|
528
$125K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
396New |
$76.4K - $82.9K
|
396
$94K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
350New |
$67.5K - $73.3K
|
350
$83.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
258+ 59.86% |
$49.8K - $54K
|
689
$164K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
208+ 5.76% |
$40.1K - $43.6K
|
3.82K
$907K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
199+ 568.57% |
$38.4K - $41.7K
|
234
$55.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
196+ 56.0% |
$37.8K - $41.1K
|
546
$130K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
155+ 3.81% |
$29.9K - $32.5K
|
4.22K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
CALL |
100+ 25.0% |
$19.3K - $20.9K
|
500
$119K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
100New |
$19.3K - $20.9K
|
100
$23.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
70New |
$13.5K - $14.7K
|
70
$16.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
70+ 1.19% |
$13.5K - $14.7K
|
5.96K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
62New |
$12K - $13K
|
62
$14.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
55New |
$10.6K - $11.5K
|
55
$13.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
35+ 2.57% |
$6.75K - $7.33K
|
1.4K
$331K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
35New |
$6.75K - $7.33K
|
35
$8.31K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
32New |
$6.17K - $6.7K
|
32
$7.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
22+ 0.24% |
$4.24K - $4.61K
|
9.1K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
21+ 1.28% |
$4.05K - $4.4K
|
1.66K
$393K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
18+ 1.66% |
$3.47K - $3.77K
|
1.1K
$261K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
14New |
$2.7K - $2.93K
|
14
$3.32K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
PUT |
12New |
$2.31K - $2.51K
|
12
$2.85K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8New |
$1.54K - $1.68K
|
8
$1.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
7New |
$1.35K - $1.47K
|
7
$1.66K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4New |
$771 - $838
|
4
$950
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3+ 0.26% |
$579 - $628
|
1.14K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1+ 0.09% |
$193 - $209
|
1.12K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1New |
$193 - $209
|
1
$237
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1New |
$193 - $209
|
1
$237
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1+ 0.77% |
$193 - $209
|
131
$31.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.37% |
$193 - $209
|
268
$63.6K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
CALL |
1.31MNew |
$248M - $275M
|
1.31M
$311M
|
|
|
May 15, 2024
Q1 2024
|
King Street Capital Management, L.P.
New York, NY |
BUY
|
CALL |
1.3MNew |
$246M - $273M
|
1.3M
$309M
|
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
BUY
|
PUT |
1.1MNew |
$208M - $231M
|
1.1M
$260M
|
|
|
Apr 22, 2024
Q1 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
PUT |
500KNew |
$94.7M - $105M
|
500K
$119M
|
|
|
May 14, 2024
Q1 2024
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
PUT |
300K+ 300.0% |
$56.8M - $63.1M
|
400K
$95M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
CALL |
132KNew |
$25M - $27.8M
|
132K
$31.3M
|
|
|
May 07, 2025
Q1 2024
|
Symmetry Investments LP
|
BUY
|
CALL |
130KNew |
$24.6M - $27.3M
|
130K
$30.9M
|
|
|
May 14, 2024
Q1 2024
|
Pinnbrook Capital Management LP
|
BUY
|
PUT |
130KNew |
$24.6M - $27.3M
|
130K
$30.9M
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
106KNew |
$20.1M - $22.3M
|
106K
$25.2M
|
|
|
May 14, 2024
Q1 2024
|
Pfm Health Sciences, LP
San Francisco, CA |
BUY
|
- |
99.1KNew |
$18.8M - $20.8M
|
99.1K
$23.5M
|
|
|
May 15, 2024
Q1 2024
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
- |
87.1K+ 621.09% |
$16.5M - $18.3M
|
101K
$24M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
69.7KNew |
$13.2M - $14.7M
|
69.7K
$16.5M
|
|
|
May 01, 2024
Q1 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
PUT |
64.2KNew |
$12.2M - $13.5M
|
64.2K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
58.4K+ 37.15% |
$11.1M - $12.3M
|
216K
$51.2M
|
|
|
May 15, 2024
Q1 2024
|
Armor Advisors, L.L.C.
New York, NY |
BUY
|
PUT |
55KNew |
$10.4M - $11.6M
|
55K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
PUT |
52.5KNew |
$9.95M - $11M
|
52.5K
$12.5M
|
|