All Square Wealth Management LLC Ishares Russell 2000 ETF Transaction History

All Square Wealth Management LLC

$172 Million
Q4 2024

A detailed history of All Square Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, All Square Wealth Management LLC holds 683 shares of IWM stock, worth $147,125. This represents 0.09% of its overall portfolio holdings.

Number of Shares

683

Previous 733 6.82%

Holding current value

$147,125

Previous $161,000 6.83%

% of portfolio

0.09%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$216.13 - $242.4 $10,806 - $12,120	-50 Reduced 6.82%	683 $150,000
Q3 2024 Nov 13, 2024	SELL	$200.87 - $224.6 $170,739 - $190,910	-850 Reduced 53.7%	733 $161,000
Q2 2024 Aug 12, 2024	BUY	$192.84 - $209.44 $32,782 - $35,604	170 Added 12.03%	1,583 $321,000
Q1 2024 May 07, 2024	BUY	$189.48 - $210.3 $181,900 - $201,888	960 Added 211.92%	1,413 $297,000
Q3 2023 Nov 27, 2023	SELL	$174.36 - $198.71 $13,077 - $14,903	-75 Reduced 14.2%	453 $80,000
Q2 2022 Aug 16, 2022	SELL	$163.9 - $207.91 $1,802 - $2,287	-11 Reduced 2.04%	528 $89,000
Q3 2018 Nov 02, 2018	BUY	$164.2 - $173.02 $5,418 - $5,709	33 Added 6.52%	539 $91,000
Q2 2018 Aug 14, 2018	BUY	$148.13 - $169.97 $69,472 - $79,715	469 Added 1267.57%	506 $83,000
Q3 2017 Nov 06, 2017	BUY	$144.61 - $148.18 $5,350 - $5,482	37	37 $5,000

Others Institutions Holding IWM

# of Institutions

2,933

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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All Square Wealth Management LLC Ishares Russell 2000 ETF Transaction History