Aprio Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Aprio Wealth Management, LLC

$631 Million
Q4 2024

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 5,614 shares of IWM stock, worth $1.27 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

5,614

Previous 5,448 3.05%

Holding current value

$1.27 Million

Previous $1.2 Million 3.08%

% of portfolio

0.2%

Previous 0.21%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$216.13 - $242.4 $35,877 - $40,238	166 Added 3.05%	5,614 $1.24 Million
Q3 2024 Oct 07, 2024	SELL	$200.87 - $224.6 $44,794 - $50,085	-223 Reduced 3.93%	5,448 $1.2 Million
Q2 2024 Jul 10, 2024	SELL	$192.84 - $209.44 $121,874 - $132,366	-632 Reduced 10.03%	5,671 $1.15 Million
Q1 2024 Apr 10, 2024	BUY	$189.48 - $210.3 $60,254 - $66,875	318 Added 5.31%	6,303 $1.33 Million
Q4 2023 Jan 17, 2024	SELL	$162.21 - $204.82 $1.74 Million - $2.2 Million	-10,723 Reduced 64.18%	5,985 $1.2 Million
Q3 2023 Oct 10, 2023	BUY	$174.36 - $198.71 $1.93 Million - $2.2 Million	11,063 Added 195.98%	16,708 $2.95 Million
Q2 2023 Jul 13, 2023	SELL	$170.4 - $187.93 $188,292 - $207,662	-1,105 Reduced 16.37%	5,645 $1.06 Million
Q1 2023 Apr 14, 2023	BUY	$170.25 - $198.32 $141,137 - $164,407	829 Added 14.0%	6,750 $1.2 Million
Q4 2022 Jan 11, 2023	SELL	$166.81 - $188.05 $2.61 Million - $2.95 Million	-15,665 Reduced 72.57%	5,921 $0
Q3 2022 Oct 13, 2022	BUY	$164.17 - $201.07 $3.28 Million - $4.02 Million	19,986 Added 1249.13%	21,586 $3.56 Million
Q2 2022 Jul 26, 2022	SELL	$163.9 - $207.91 $21,962 - $27,859	-134 Reduced 7.73%	1,600 $271,000
Q1 2022 Apr 19, 2022	SELL	$191.52 - $225.32 $481,864 - $566,905	-2,516 Reduced 59.2%	1,734 $356,000
Q4 2021 Jan 26, 2022	SELL	$212.12 - $242.56 $1.85 Million - $2.11 Million	-8,702 Reduced 67.19%	4,250 $945,000
Q3 2021 Oct 14, 2021	SELL	$211.73 - $231.39 $103,535 - $113,149	-489 Reduced 3.64%	12,952 $2.83 Million
Q2 2021 Jul 23, 2021	SELL	$211.85 - $232.89 $322,223 - $354,225	-1,521 Reduced 10.17%	13,441 $3.08 Million
Q4 2020 Jan 11, 2021	BUY	$152.18 - $199.14 $966,343 - $1.26 Million	6,350 Added 73.73%	14,962 $2.93 Million
Q3 2020 Oct 14, 2020	BUY	$139.07 - $158.46 $1.2 Million - $1.36 Million	8,612 New	8,612 $1.29 Million
Q1 2020 Apr 16, 2020	SELL	$99.9 - $169.53 $4.11 Million - $6.98 Million	-41,159 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$146.46 - $166.68 $6.03 Million - $6.86 Million	41,159 New	41,159 $6.82 Million

Others Institutions Holding IWM

# of Institutions

2,867

Shares Held

310M

Call Options Held

221M

Put Options Held

491M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Account

Aprio Wealth Management, LLC Ishares Russell 2000 ETF Transaction History