Acorn Financial Advisory Services Inc Ishares Russell 2000 ETF Transaction History

Acorn Financial Advisory Services Inc

  • $498 Million
  • Q2 2025

A detailed history of Acorn Financial Advisory Services Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 3,131 shares of IWM stock, worth $689,821. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,131
Previous 3,026 3.47%
Holding current value
$689,821
Previous $603,000 11.94%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Jul 28, 2025
BUY
$174.82 - $215.79 $18,356 - $22,657
105 Added 3.47%
3,131 $675,000
Q1 2025

Apr 29, 2025
SELL
$198.1 - $229.79 $79,041 - $91,686
-399 Reduced 11.65%
3,026 $603,000
Q4 2024

Feb 14, 2025
BUY
$216.13 - $242.4 $1,080 - $1,212
5 Added 0.15%
3,425 $756,000
Q3 2024

Nov 01, 2024
SELL
$200.87 - $224.6 $141,412 - $158,118
-704 Reduced 17.07%
3,420 $755,000
Q2 2024

Aug 01, 2024
SELL
$192.84 - $209.44 $16,777 - $18,221
-87 Reduced 2.07%
4,124 $836,000
Q1 2024

May 08, 2024
SELL
$189.48 - $210.3 $1.09 Million - $1.22 Million
-5,778 Reduced 57.84%
4,211 $885,000
Q4 2023

Jan 17, 2024
SELL
$162.21 - $204.82 $136,905 - $172,868
-844 Reduced 7.79%
9,989 $2 Million
Q3 2023

Oct 10, 2023
SELL
$174.36 - $198.71 $42,369 - $48,286
-243 Reduced 2.19%
10,833 $1.91 Million
Q2 2023

Jul 20, 2023
BUY
$170.4 - $187.93 $150,122 - $165,566
881 Added 8.64%
11,076 $2.07 Million
Q1 2023

Apr 26, 2023
BUY
$170.25 - $198.32 $9,193 - $10,709
54 Added 0.53%
10,195 $1.82 Million
Q4 2022

Jan 20, 2023
BUY
$166.81 - $188.05 $142,789 - $160,970
856 Added 9.22%
10,141 $0
Q3 2022

Oct 12, 2022
SELL
$164.17 - $201.07 $19,043 - $23,324
-116 Reduced 1.23%
9,285 $1.53 Million
Q2 2022

Jul 12, 2022
BUY
$163.9 - $207.91 $255,684 - $324,339
1,560 Added 19.9%
9,401 $1.59 Million
Q1 2022

Apr 18, 2022
BUY
$191.52 - $225.32 $163,366 - $192,197
853 Added 12.21%
7,841 $1.61 Million
Q4 2021

Jan 31, 2022
SELL
$212.12 - $242.56 $42,848 - $48,997
-202 Reduced 2.81%
6,988 $1.55 Million
Q3 2021

Nov 15, 2021
SELL
$211.73 - $231.39 $96,972 - $105,976
-458 Reduced 5.99%
7,190 $1.57 Million
Q2 2021

Jul 23, 2021
BUY
$211.85 - $232.89 $1.62 Million - $1.78 Million
7,648 New
7,648 $1.75 Million
Q1 2021

Apr 12, 2021
SELL
$193.5 - $234.42 $1.57 Million - $1.91 Million
-8,139 Closed
0 $0
Q4 2020

Jan 25, 2021
SELL
$152.18 - $199.14 $37,892 - $49,585
-249 Reduced 2.97%
8,139 $1.6 Million
Q3 2020

Oct 15, 2020
BUY
$139.07 - $158.46 $21,694 - $24,719
156 Added 1.9%
8,388 $1.26 Million
Q2 2020

Jul 10, 2020
SELL
$104.62 - $153.09 $87,671 - $128,289
-838 Reduced 9.24%
8,232 $1.18 Million
Q4 2019

Jan 27, 2020
BUY
$146.46 - $166.68 $1.33 Million - $1.51 Million
9,070 New
9,070 $1.5 Million

Others Institutions Holding IWM

# of Institutions
2,908
Shares Held
315M
Call Options Held
233M
Put Options Held
547M
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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