Sierra Summit Advisors LLC Ishares Russell 2000 ETF Transaction History

Sierra Summit Advisors LLC

$462 Billion
Q1 2025

A detailed history of Sierra Summit Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sierra Summit Advisors LLC holds 3,121 shares of IWM stock, worth $652,944. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,121

Previous 59,969 94.8%

Holding current value

$652,944

Previous $13.3 Billion 95.3%

% of portfolio

0.13%

Previous 2.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$198.1 - $229.79 $11.3 Million - $13.1 Million	-56,848 Reduced 94.8%	3,121 $623 Million
Q4 2024 Feb 13, 2025	SELL	$216.13 - $242.4 $5.6 Million - $6.28 Million	-25,904 Reduced 30.17%	59,969 $13.3 Billion
Q3 2024 Nov 13, 2024	BUY	$200.87 - $224.6 $6.37 Million - $7.12 Million	31,694 Added 58.5%	85,873 $19 Billion
Q2 2024 Aug 09, 2024	SELL	$192.84 - $209.44 $204,217 - $221,796	-1,059 Reduced 1.92%	54,179 $11 Billion
Q1 2024 May 09, 2024	BUY	$189.48 - $210.3 $10.2 Million - $11.3 Million	53,706 Added 3505.61%	55,238 $11.6 Billion
Q4 2023 Feb 22, 2024	BUY	$162.21 - $204.82 $248,505 - $313,784	1,532 New	1,532 $307 Million

Others Institutions Holding IWM

# of Institutions

2,861

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

More about IWM

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Sierra Summit Advisors LLC Ishares Russell 2000 ETF Transaction History