Goldstone Financial Group, LLC Ishares Russell 2000 ETF Transaction History

Goldstone Financial Group, LLC

$661 Billion
Q1 2025

A detailed history of Goldstone Financial Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 25,728 shares of IWM stock, worth $5.34 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

25,728

Previous 46,683 44.89%

Holding current value

$5.34 Million

Previous $10.3 Billion 50.24%

% of portfolio

0.78%

Previous 1.62%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$198.1 - $229.79 $4.15 Million - $4.82 Million	-20,955 Reduced 44.89%	25,728 $5.13 Billion
Q4 2024 Jan 14, 2025	BUY	$216.13 - $242.4 $1.71 Million - $1.92 Million	7,912 Added 20.41%	46,683 $10.3 Billion
Q3 2024 Oct 28, 2024	BUY	$200.87 - $224.6 $7.79 Million - $8.71 Million	38,771 New	38,771 $8.56 Billion
Q2 2024 Jan 15, 2025	SELL	$192.84 - $209.44 $4.51 Million - $4.89 Million	-23,371 Reduced 50.06%	23,312 $4.73 Billion
Q1 2024 Jan 15, 2025	BUY	$189.48 - $210.3 $677,391 - $751,822	3,575 Added 24.17%	18,369 $3.86 Billion
Q4 2023 Jan 15, 2025	BUY	$162.21 - $204.82 $589,471 - $744,315	3,634 Added 32.56%	14,794 $2.97 Billion
Q3 2023 Jan 15, 2025	BUY	$174.36 - $198.71 $104,964 - $119,623	602 Added 5.7%	11,160 $1.97 Billion
Q2 2023 Jan 15, 2025	BUY	$170.4 - $187.93 $140,409 - $154,854	824 Added 8.47%	10,558 $1.98 Billion
Q1 2023 Jan 15, 2025	SELL	$170.25 - $198.32 $6.29 Million - $7.33 Million	-36,949 Reduced 79.15%	9,734 $1.74 Billion

Others Institutions Holding IWM

# of Institutions

2,854

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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Goldstone Financial Group, LLC Ishares Russell 2000 ETF Transaction History