Apriem Advisors Ishares Russell 2000 ETF Transaction History

Apriem Advisors

$836 Million
Q1 2025

A detailed history of Apriem Advisors transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Apriem Advisors holds 7,662 shares of IWM stock, worth $1.7 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

7,662

Previous 7,469 2.58%

Holding current value

$1.7 Million

Previous $1.65 Million 7.39%

% of portfolio

0.18%

Previous 0.19%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$198.1 - $229.79 $38,233 - $44,349	193 Added 2.58%	7,662 $1.53 Million
Q4 2024 Feb 04, 2025	BUY	$216.13 - $242.4 $142,645 - $159,984	660 Added 9.69%	7,469 $1.65 Million
Q3 2024 Nov 14, 2024	BUY	$200.87 - $224.6 $52,627 - $58,845	262 Added 4.0%	6,809 $1.5 Million
Q2 2024 Aug 14, 2024	BUY	$192.84 - $209.44 $61,323 - $66,601	318 Added 5.11%	6,547 $1.33 Million
Q1 2024 May 15, 2024	BUY	$189.48 - $210.3 $322,873 - $358,351	1,704 Added 37.66%	6,229 $1.31 Million
Q4 2023 Feb 14, 2024	BUY	$162.21 - $204.82 $180,053 - $227,350	1,110 Added 32.5%	4,525 $908,000
Q3 2023 Nov 13, 2023	BUY	$174.36 - $198.71 $126,411 - $144,064	725 Added 26.95%	3,415 $603,000
Q2 2023 Aug 08, 2023	BUY	$170.4 - $187.93 $157,620 - $173,835	925 Added 52.41%	2,690 $503,000
Q1 2023 May 12, 2023	SELL	$170.25 - $198.32 $34,050 - $39,664	-200 Reduced 10.18%	1,765 $314,000
Q4 2022 Feb 13, 2023	SELL	$166.81 - $188.05 $3,002 - $3,384	-18 Reduced 0.91%	1,965 $342,000
Q3 2022 Nov 14, 2022	BUY	$164.17 - $201.07 $103,098 - $126,271	628 Added 46.35%	1,983 $327,000
Q2 2022 Aug 08, 2022	SELL	$163.9 - $207.91 $222,904 - $282,757	-1,360 Reduced 50.09%	1,355 $229,000
Q1 2022 May 10, 2022	SELL	$191.52 - $225.32 $22,024 - $25,911	-115 Reduced 4.06%	2,715 $557,000
Q4 2021 Feb 09, 2022	BUY	$212.12 - $242.56 $46,666 - $53,363	220 Added 8.43%	2,830 $630,000
Q3 2021 Nov 12, 2021	BUY	$211.73 - $231.39 $84,692 - $92,556	400 Added 18.1%	2,610 $571,000
Q2 2021 Aug 10, 2021	BUY	$211.85 - $232.89 $69,486 - $76,387	328 Added 17.43%	2,210 $507,000
Q1 2021 May 10, 2021	BUY	$193.5 - $234.42 $58,437 - $70,794	302 Added 19.11%	1,882 $416,000
Q4 2020 Feb 04, 2021	BUY	$152.18 - $199.14 $240,444 - $314,641	1,580 New	1,580 $310,000
Q1 2020 May 07, 2020	SELL	$99.9 - $169.53 $152,347 - $258,533	-1,525 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$146.46 - $166.68 $223,351 - $254,187	1,525 New	1,525 $253,000
Q3 2018 Nov 14, 2018	SELL	$164.2 - $173.02 $128,732 - $135,647	-784 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$148.13 - $169.97 $116,133 - $133,256	784 New	784 $128,000

Others Institutions Holding IWM

# of Institutions

2,900

Shares Held

314M

Call Options Held

232M

Put Options Held

544M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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