Luminvest Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Luminvest Wealth Management LLC

  • $307 Billion
  • Q3 2025

A detailed history of Luminvest Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 924 shares of IWM stock, worth $219,431. This represents 0.07% of its overall portfolio holdings.

Number of Shares
924
Previous 924 -0.0%
Holding current value
$219,431
Previous $206 Million 11.55%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$174.82 - $215.79 $161,533 - $199,389
924 New
924 $206 Million
Q3 2024

Oct 30, 2024
BUY
$200.87 - $224.6 $185,603 - $207,530
924 New
924 $208 Million
Q2 2024

Oct 30, 2024
SELL
$192.84 - $209.44 $178,184 - $193,522
-924 Closed
0 $0
Q4 2023

Oct 30, 2024
BUY
$162.21 - $204.82 $149,882 - $189,253
924 New
924 $203 Million

Others Institutions Holding IWM

# of Institutions
3,023
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
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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