Milestone Asset Management, LLC Ishares Russell 2000 ETF Transaction History

Milestone Asset Management, LLC

  • $470 Billion
  • Q1 2025

A detailed history of Milestone Asset Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Milestone Asset Management, LLC holds 5,985 shares of IWM stock, worth $1.2 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
5,985
Previous 3,613 65.65%
Holding current value
$1.2 Million
Previous $798 Million 49.57%
% of portfolio
0.25%
Previous 0.18%

Shares

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

Apr 09, 2025
BUY
$198.1 - $229.79 $469,893 - $545,061
2,372 Added 65.65%
5,985 $1.19 Billion
Q4 2024

Jan 23, 2025
BUY
$216.13 - $242.4 $561,721 - $629,997
2,599 Added 256.31%
3,613 $798 Million
Q3 2024

Oct 25, 2024
SELL
$200.87 - $224.6 $24,506 - $27,401
-122 Reduced 10.74%
1,014 $224 Million
Q2 2024

Jul 19, 2024
BUY
$192.84 - $209.44 $2,892 - $3,141
15 Added 1.34%
1,136 $230 Million
Q1 2024

Apr 23, 2024
SELL
$189.48 - $210.3 $19,516 - $21,660
-103 Reduced 8.42%
1,121 $236 Million
Q4 2023

Jan 23, 2024
BUY
$162.21 - $204.82 $198,545 - $250,699
1,224 New
1,224 $246 Million

Others Institutions Holding IWM

# of Institutions
2,957
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
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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