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 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
311New |
$50.4K - $63.7K
|
311
$70.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
310+ 56.47% |
$50.3K - $63.5K
|
859
$195K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
284New |
$46.1K - $58.2K
|
284
$64.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
274New |
$44.4K - $56.1K
|
274
$62K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
270New |
$43.8K - $55.3K
|
270
$61.1K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
256New |
$41.5K - $52.4K
|
256
$58K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
231New |
$37.5K - $47.3K
|
231
$52.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
225+ 12.44% |
$36.5K - $46.1K
|
2.03K
$461K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
189+ 5.07% |
$30.7K - $38.7K
|
3.92K
$887K
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
180New |
$29.2K - $36.9K
|
180
$40.8K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
146New |
$23.7K - $29.9K
|
146
$33.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
74New |
$12K - $15.2K
|
74
$16.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
68New |
$11K - $13.9K
|
68
$15.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
62New |
$10.1K - $12.7K
|
62
$14K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
60New |
$9.73K - $12.3K
|
60
$13.6K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
55New |
$8.92K - $11.3K
|
55
$12.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
54+ 4.35% |
$8.76K - $11.1K
|
1.29K
$293K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
51+ 2.11% |
$8.27K - $10.4K
|
2.47K
$559K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
47+ 3.24% |
$7.62K - $9.63K
|
1.5K
$339K
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
43+ 3.71% |
$6.98K - $8.81K
|
1.2K
$272K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
27+ 1.74% |
$4.38K - $5.53K
|
1.58K
$358K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
18New |
$2.92K - $3.69K
|
18
$4.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
13+ 2.33% |
$2.11K - $2.66K
|
571
$129K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
11New |
$1.78K - $2.25K
|
11
$2.49K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
11New |
$1.78K - $2.25K
|
11
$2.49K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
9+ 0.49% |
$1.46K - $1.84K
|
1.84K
$416K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
8+ 0.57% |
$1.3K - $1.64K
|
1.42K
$321K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
6+ 0.33% |
$973 - $1.23K
|
1.82K
$411K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 1.5% |
$324 - $410
|
135
$30.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 1.79% |
$162 - $205
|
57
$12.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Parsifal Capital Management, LP
Greenwich, CT |
BUY
|
PUT |
3MNew |
$523M - $596M
|
3M
$679M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
PUT |
1.56MNew |
$272M - $310M
|
1.56M
$353M
|
|
|
Nov 02, 2023
Q3 2023
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
CALL |
700KNew |
$122M - $139M
|
700K
$159M
|
|
|
Nov 13, 2023
Q3 2023
|
Dynamo Internacional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
PUT |
535KNew |
$93.3M - $106M
|
535K
$121M
|
|
|
Oct 26, 2023
Q3 2023
|
Amf Tjanstepension Ab
|
BUY
|
- |
239KNew |
$41.7M - $47.5M
|
239K
$54.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Rp Investment Advisors LP
Toronto, A6 |
BUY
|
CALL |
234KNew |
$40.7M - $46.4M
|
234K
$52.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
72.2KNew |
$12.6M - $14.3M
|
72.2K
$16.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
29.3KNew |
$5.11M - $5.83M
|
29.3K
$6.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Monaco Asset Management Sam
|
BUY
|
PUT |
25KNew |
$4.36M - $4.97M
|
25K
$5.66M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
23.6KNew |
$4.11M - $4.69M
|
23.6K
$5.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Caden Capital Partners, LP
Santa Monica, CA |
BUY
|
PUT |
20K+ 20.0% |
$3.49M - $3.97M
|
120K
$27.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Gratia Capital, LLC
Los Angeles, CA |
BUY
|
PUT |
10K+ 25.0% |
$1.74M - $1.99M
|
50K
$11.3M
|
|
|
Oct 19, 2023
Q3 2023
|
P&S Credit Management, L.P.
New York, NY |
BUY
|
- |
5.62KNew |
$980K - $1.12M
|
5.62K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
5K+ 4.63% |
$872K - $994K
|
113K
$25.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4.58KNew |
$798K - $909K
|
4.58K
$1.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
2.61KNew |
$455K - $518K
|
2.61K
$591K
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.13KNew |
$371K - $423K
|
2.13K
$482K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.5KNew |
$262K - $298K
|
1.5K
$340K
|
|
|
Oct 10, 2023
Q3 2023
|
Leeward Investments, LLC Ma
|
BUY
|
- |
1.36KNew |
$237K - $270K
|
1.36K
$307K
|
|
|
Nov 09, 2023
Q3 2023
|
Cowen And Company, LLC
|
BUY
|
- |
1.25KNew |
$218K - $248K
|
1.25K
$283K
|
|