Adapt Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Adapt Wealth Advisors, LLC

  • $205 Billion
  • Q1 2025

A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 7,519 shares of IWM stock, worth $1.47 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
7,519
Previous 7,561 0.56%
Holding current value
$1.47 Million
Previous $1.67 Billion 10.22%
% of portfolio
0.73%
Previous 0.82%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$198.1 - $229.79 $8,320 - $9,651
-42 Reduced 0.56%
7,519 $1.5 Billion
Q4 2024

Feb 14, 2025
SELL
$216.13 - $242.4 $37,390 - $41,935
-173 Reduced 2.24%
7,561 $1.67 Billion
Q3 2024

Nov 12, 2024
SELL
$200.87 - $224.6 $116,705 - $130,492
-581 Reduced 6.99%
7,734 $1.71 Billion
Q2 2024

Aug 06, 2024
SELL
$192.84 - $209.44 $103,169 - $112,050
-535 Reduced 6.05%
8,315 $1.69 Billion
Q1 2024

May 02, 2024
BUY
$189.48 - $210.3 $1.68 Million - $1.86 Million
8,850 New
8,850 $1.86 Billion

Others Institutions Holding IWM

# of Institutions
2,880
Shares Held
298M
Call Options Held
213M
Put Options Held
498M
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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