Annis Gardner Whiting Capital Advisors, LLC Ishares Russell 2000 ETF Transaction History

Annis Gardner Whiting Capital Advisors, LLC

$236 Billion
Q1 2025

A detailed history of Annis Gardner Whiting Capital Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 8,473 shares of IWM stock, worth $1.74 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

8,473

Previous 49,967 83.04%

Holding current value

$1.74 Million

Previous $11 Billion 84.69%

% of portfolio

0.71%

Previous 3.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$198.1 - $229.79 $8.22 Million - $9.53 Million	-41,494 Reduced 83.04%	8,473 $1.69 Billion
Q4 2024 Feb 12, 2025	SELL	$216.13 - $242.4 $55,977 - $62,781	-259 Reduced 0.52%	49,967 $11 Billion
Q3 2024 Nov 14, 2024	BUY	$200.87 - $224.6 $381,050 - $426,066	1,897 Added 3.93%	50,226 $11.1 Billion
Q2 2024 Aug 12, 2024	BUY	$192.84 - $209.44 $2.32 Million - $2.52 Million	12,037 Added 33.17%	48,329 $9.81 Billion
Q1 2024 May 13, 2024	BUY	$189.48 - $210.3 $396,581 - $440,157	2,093 Added 6.12%	36,292 $7.63 Billion
Q4 2023 Feb 09, 2024	BUY	$162.21 - $204.82 $606,016 - $765,207	3,736 Added 12.26%	34,199 $6.86 Billion
Q3 2023 Nov 08, 2023	BUY	$174.36 - $198.71 $5.31 Million - $6.05 Million	30,463 New	30,463 $5.38 Billion

Others Institutions Holding IWM

# of Institutions

2,856

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Annis Gardner Whiting Capital Advisors, LLC Ishares Russell 2000 ETF Transaction History