Archvest Wealth Advisors, Inc. Ishares Russell 2000 ETF Transaction History

Archvest Wealth Advisors, Inc.

  • $120 Million
  • Q1 2025

A detailed history of Archvest Wealth Advisors, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 3,128 shares of IWM stock, worth $642,835. This represents 0.52% of its overall portfolio holdings.

Number of Shares
3,128
Previous 21,231 85.27%
Holding current value
$642,835
Previous $4.69 Million 86.7%
% of portfolio
0.52%
Previous 3.42%

Shares

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

May 02, 2025
SELL
$198.1 - $229.79 $3.59 Million - $4.16 Million
-18,103 Reduced 85.27%
3,128 $624,000
Q4 2024

Jan 28, 2025
BUY
$216.13 - $242.4 $822,590 - $922,574
3,806 Added 21.84%
21,231 $4.69 Million
Q3 2024

Nov 04, 2024
BUY
$200.87 - $224.6 $241,244 - $269,744
1,201 Added 7.4%
17,425 $3.85 Million
Q2 2024

Aug 12, 2024
BUY
$192.84 - $209.44 $3.13 Million - $3.4 Million
16,224 New
16,224 $3.29 Million

Others Institutions Holding IWM

# of Institutions
2,856
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
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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