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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
100+ 50.0% |
$19.4K - $23.4K
|
300
$67.8K
|
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
BUY
|
CALL |
100+ 100.0% |
$19.4K - $23.4K
|
200
$45.2K
|
|
|
Apr 30, 2021
Q1 2021
|
Exane Derivatives
|
BUY
|
PUT |
60New |
$11.6K - $14.1K
|
60
$13.6K
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Sepio Capital, LP
|
BUY
|
PUT |
44.9K+ 80257.14% |
$6.84M - $8.95M
|
45K
$10.2M
|
|
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
39.7KNew |
$6.04M - $7.91M
|
39.7K
$8.97M
|
|
|
Mar 10, 2021
Q4 2020
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
PUT |
23.6KNew |
$3.59M - $4.7M
|
23.6K
$5.33M
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
4.07KNew |
$619K - $810K
|
4.07K
$919K
|
|
|
Feb 11, 2021
Q4 2020
|
Krilogy Financial LLC
|
BUY
|
PUT |
1.5KNew |
$228K - $299K
|
1.5K
$339K
|
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.39K+ 24.74% |
$211K - $276K
|
6.98K
$1.58M
|
|
|
Dec 19, 2024
Q4 2020
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.14KNew |
$174K - $228K
|
1.14K
$259K
|
|
|
Sep 13, 2023
Q4 2020
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
931+ 35.93% |
$142K - $185K
|
3.52K
$796K
|
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
220New |
$33.5K - $43.8K
|
220
$49.7K
|
|
|
Apr 12, 2021
Q4 2020
|
Mayflower Financial Advisors, LLC
|
BUY
|
PUT |
200New |
$30.4K - $39.8K
|
200
$45.2K
|
|
|
Feb 16, 2021
Q4 2020
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
CALL |
200New |
$30.4K - $39.8K
|
200
$45.2K
|
|
|
Jan 29, 2021
Q4 2020
|
Bellwether Advisors, LLC
|
BUY
|
- |
106New |
$16.1K - $21.1K
|
106
$24K
|
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
PUT |
100+ 3.85% |
$15.2K - $19.9K
|
2.7K
$610K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Centaurus Financial, Inc.
|
BUY
|
PUT |
98.5K+ 217.44% |
$13.7M - $15.6M
|
144K
$32.5M
|
|
|
Oct 26, 2020
Q3 2020
|
Narwhal Capital Management
|
BUY
|
PUT |
26.2KNew |
$3.64M - $4.15M
|
26.2K
$5.92M
|
|
|
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
PUT |
15.2KNew |
$2.11M - $2.4M
|
15.2K
$3.43M
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
6.95KNew |
$967K - $1.1M
|
6.95K
$1.57M
|
|
|
Nov 13, 2020
Q3 2020
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
PUT |
100+ 100.0% |
$13.9K - $15.8K
|
200
$45.2K
|
|
|
Oct 28, 2020
Q3 2020
|
Jfs Wealth Advisors, LLC
|
BUY
|
PUT |
100New |
$13.9K - $15.8K
|
100
$22.6K
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Gilbert & Cook, Inc.
|
BUY
|
PUT |
228KNew |
$23.8M - $34.9M
|
228K
$51.5M
|
|
|
Aug 11, 2020
Q2 2020
|
Brighton Jones LLC
|
BUY
|
CALL |
20KNew |
$2.09M - $3.06M
|
20K
$4.52M
|
|
|
Jul 31, 2020
Q2 2020
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
PUT |
18.4KNew |
$1.93M - $2.82M
|
18.4K
$4.16M
|
|
|
Aug 17, 2020
Q2 2020
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
CALL |
8.7KNew |
$910K - $1.33M
|
8.7K
$1.97M
|
|
|
Jun 26, 2024
Q2 2020
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
8.36K+ 15.07% |
$875K - $1.28M
|
63.8K
$14.4M
|
|
|
Jul 14, 2020
Q2 2020
|
Vista Wealth Management Group, LLC
|
BUY
|
PUT |
7.5KNew |
$785K - $1.15M
|
7.5K
$1.69M
|
|
|
Aug 10, 2020
Q2 2020
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
2.99KNew |
$312K - $457K
|
2.99K
$675K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.61K+ 7.84% |
$273K - $400K
|
35.9K
$8.12M
|
|
|
Jul 09, 2020
Q2 2020
|
Baugh & Associates, LLC
|
BUY
|
- |
1.58KNew |
$165K - $241K
|
1.58K
$356K
|
|
|
Aug 13, 2020
Q2 2020
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
PUT |
600New |
$62.8K - $91.9K
|
600
$136K
|
|
|
Jul 15, 2020
Q2 2020
|
Enterprise Trust & Investment CO
|
BUY
|
- |
532+ 1064.0% |
$55.7K - $81.4K
|
582
$132K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Akaris Global Partners, LP
New York, NY |
BUY
|
PUT |
250KNew |
$25M - $42.4M
|
250K
$56.5M
|
|
|
May 15, 2020
Q1 2020
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
PUT |
27.2KNew |
$2.72M - $4.61M
|
27.2K
$6.15M
|
|
| Q4 2019 | |||||||
|
Feb 03, 2020
Q4 2019
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
CALL |
539K+ 10359.62% |
$78.9M - $89.8M
|
544K
$123M
|
|
|
Feb 14, 2020
Q4 2019
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
167K+ 69.79% |
$24.4M - $27.8M
|
405K
$91.5M
|
|
|
Feb 07, 2020
Q4 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
PUT |
49.5K+ 9900.0% |
$7.25M - $8.25M
|
50K
$11.3M
|
|
|
Jan 23, 2020
Q4 2019
|
Brightworth
|
BUY
|
- |
4.05K+ 230.88% |
$593K - $675K
|
5.81K
$1.31M
|
|
|
Jan 13, 2020
Q4 2019
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
PUT |
3KNew |
$439K - $500K
|
3K
$678K
|
|
|
Aug 02, 2024
Q4 2019
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.47KNew |
$215K - $245K
|
1.47K
$332K
|
|
|
Feb 14, 2020
Q4 2019
|
Covenant Partners, LLC
|
BUY
|
- |
89New |
$13K - $14.8K
|
89
$20.1K
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
PUT |
25KNew |
$3.62M - $3.95M
|
25K
$5.65M
|
|
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
120New |
$17.4K - $18.9K
|
120
$27.1K
|
|
|
Nov 14, 2019
Q3 2019
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
PUT |
100New |
$14.5K - $15.8K
|
100
$22.6K
|
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
9New |
$1.3K - $1.42K
|
9
$2.03K
|
|
| Q2 2019 | |||||||
|
May 10, 2024
Q2 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.86KNew |
$708K - $781K
|
4.86K
$1.1M
|
|
|
Aug 09, 2019
Q2 2019
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
PUT |
2.5KNew |
$365K - $402K
|
2.5K
$565K
|
|
|
Aug 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
CALL |
800New |
$117K - $129K
|
800
$181K
|
|
| Q1 2019 | |||||||
|
May 09, 2019
Q1 2019
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
PUT |
500New |
$66.1K - $79.1K
|
500
$113K
|
|