Arq Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Arq Wealth Advisors, LLC

  • $263 Million
  • Q1 2025

A detailed history of Arq Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 2,458 shares of IWM stock, worth $505,143. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,458
Previous 2,319 5.99%
Holding current value
$505,143
Previous $512,000 4.3%
% of portfolio
0.19%
Previous 0.2%

Shares

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

May 05, 2025
BUY
$198.1 - $229.79 $27,535 - $31,940
139 Added 5.99%
2,458 $490,000
Q4 2024

Feb 19, 2025
SELL
$216.13 - $242.4 $3,241 - $3,636
-15 Reduced 0.64%
2,319 $512,000
Q3 2024

Nov 05, 2024
SELL
$200.87 - $224.6 $20,689 - $23,133
-103 Reduced 4.23%
2,334 $515,000
Q2 2024

Aug 02, 2024
BUY
$192.84 - $209.44 $80,028 - $86,917
415 Added 20.52%
2,437 $494,000
Q1 2024

May 23, 2024
BUY
$189.48 - $210.3 $187,585 - $208,197
990 Added 95.93%
2,022 $425,000
Q4 2023

Feb 26, 2024
BUY
$162.21 - $204.82 $167,400 - $211,374
1,032 New
1,032 $207,000

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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