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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.73K+ 92.11% |
$604K - $763K
|
7.77K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
3.5KNew |
$568K - $717K
|
3.5K
$793K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
3.43KNew |
$556K - $702K
|
3.43K
$776K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
3.34K+ 58.18% |
$541K - $684K
|
9.08K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
3.26KNew |
$529K - $668K
|
3.26K
$738K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.87KNew |
$466K - $588K
|
2.87K
$651K
|
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
2.87KNew |
$465K - $587K
|
2.87K
$649K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.79KNew |
$452K - $570K
|
2.79K
$631K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$425K - $537K
|
2.62K
$594K
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
2.28KNew |
$370K - $467K
|
2.28K
$516K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.16KNew |
$350K - $442K
|
2.16K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
2KNew |
$324K - $410K
|
2K
$453K
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.96KNew |
$318K - $401K
|
1.96K
$444K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.96K+ 7.36% |
$317K - $401K
|
28.5K
$6.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.68K+ 35.86% |
$273K - $344K
|
6.37K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.67KNew |
$271K - $342K
|
1.67K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.58KNew |
$257K - $324K
|
1.58K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
PUT |
1.5KNew |
$243K - $307K
|
1.5K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
1.5KNew |
$243K - $307K
|
1.5K
$340K
|
|
|
Feb 12, 2024
Q4 2023
|
Stem Point Capital LP
New York, NY |
BUY
|
PUT |
1.5KNew |
$243K - $307K
|
1.5K
$340K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.48KNew |
$241K - $304K
|
1.48K
$336K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.45KNew |
$235K - $297K
|
1.45K
$328K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.44K+ 111.46% |
$234K - $295K
|
2.73K
$619K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.41KNew |
$229K - $290K
|
1.41K
$320K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.31KNew |
$213K - $269K
|
1.31K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Frontier Capital Management CO LLC
|
BUY
|
- |
1.25KNew |
$203K - $257K
|
1.25K
$284K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.23KNew |
$199K - $251K
|
1.23K
$278K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.2KNew |
$195K - $246K
|
1.2K
$272K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.13KNew |
$182K - $230K
|
1.13K
$255K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.08KNew |
$175K - $221K
|
1.08K
$245K
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.08KNew |
$175K - $221K
|
1.08K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.07KNew |
$173K - $219K
|
1.07K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Granger Management LLC
|
BUY
|
- |
1.05KNew |
$171K - $216K
|
1.05K
$238K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.03KNew |
$167K - $210K
|
1.03K
$233K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.02KNew |
$165K - $209K
|
1.02K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.01KNew |
$164K - $207K
|
1.01K
$229K
|
|
|
Jan 22, 2024
Q4 2023
|
Tenret CO LLC
|
BUY
|
- |
1KNew |
$162K - $205K
|
1K
$226K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
928+ 1.75% |
$151K - $190K
|
54K
$12.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
800New |
$130K - $164K
|
800
$181K
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
700New |
$114K - $143K
|
700
$159K
|
|
|
Jan 29, 2024
Q4 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
700+ 2.36% |
$114K - $143K
|
30.4K
$6.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
693+ 41.55% |
$112K - $142K
|
2.36K
$535K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
545New |
$88.4K - $112K
|
545
$123K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
476New |
$77.2K - $97.5K
|
476
$108K
|
|
|
Feb 08, 2024
Q4 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
454+ 0.27% |
$73.6K - $93K
|
167K
$37.7M
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
450New |
$73K - $92.2K
|
450
$102K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
430New |
$69.8K - $88.1K
|
430
$97.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
411+ 23.13% |
$66.7K - $84.2K
|
2.19K
$495K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
337New |
$54.7K - $69K
|
337
$76.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
315New |
$51.1K - $64.5K
|
315
$71.3K
|