Palo Alto Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Palo Alto Wealth Advisors, LLC

  • $256 Billion
  • Q1 2025

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 2,108 shares of IWM stock, worth $410,764. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,108
Previous 2,103 0.24%
Holding current value
$410,764
Previous $465 Million 5.37%
% of portfolio
0.17%
Previous 0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$198.1 - $229.79 $990 - $1,148
5 Added 0.24%
2,108 $440 Million
Q4 2024

Feb 14, 2025
BUY
$216.13 - $242.4 $1,512 - $1,696
7 Added 0.33%
2,103 $465 Million
Q3 2024

Nov 06, 2024
BUY
$200.87 - $224.6 $1,406 - $1,572
7 Added 0.34%
2,096 $466 Million
Q2 2024

Aug 13, 2024
BUY
$192.84 - $209.44 $1,157 - $1,256
6 Added 0.29%
2,089 $424 Million
Q1 2024

Apr 30, 2024
BUY
$189.48 - $210.3 $947 - $1,051
5 Added 0.24%
2,083 $438 Million
Q3 2023

Oct 30, 2023
SELL
$174.36 - $198.71 $50,738 - $57,824
-291 Reduced 12.28%
2,078 $369 Million
Q4 2022

Feb 07, 2023
BUY
$166.81 - $188.05 $395,172 - $445,490
2,369 New
2,369 $413 Million

Others Institutions Holding IWM

# of Institutions
2,858
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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