Axxcess Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Axxcess Wealth Management, LLC

  • $4.06 Billion
  • Q2 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 44,164 shares of IWM stock, worth $10.8 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
44,164
Previous 31,237 41.38%
Holding current value
$10.8 Million
Previous $6.23 Million 52.94%
% of portfolio
0.23%
Previous 0.17%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$174.82 - $215.79 $2.26 Million - $2.79 Million
12,927 Added 41.38%
44,164 $9.53 Million
Q1 2025

Apr 30, 2025
SELL
$198.1 - $229.79 $3.31 Million - $3.84 Million
-16,705 Reduced 34.84%
31,237 $6.23 Million
Q4 2024

Feb 10, 2025
BUY
$216.13 - $242.4 $2.79 Million - $3.13 Million
12,922 Added 36.9%
47,942 $10.6 Million
Q3 2024

Nov 04, 2024
BUY
$200.87 - $224.6 $72,313 - $80,856
360 Added 1.04%
35,020 $7.74 Million
Q2 2024

Aug 09, 2024
SELL
$192.84 - $209.44 $2.81 Million - $3.06 Million
-14,594 Reduced 29.63%
34,660 $7.03 Million
Q1 2024

May 14, 2024
SELL
$189.48 - $210.3 $1.44 Million - $1.6 Million
-7,601 Reduced 13.37%
49,254 $10.4 Million
Q4 2023

Feb 06, 2024
BUY
$162.21 - $204.82 $1.97 Million - $2.48 Million
12,132 Added 27.13%
56,855 $11.4 Million
Q3 2023

Nov 14, 2023
BUY
$174.36 - $198.71 $4.97 Million - $5.66 Million
28,506 Added 175.78%
44,723 $7.9 Million
Q2 2023

Aug 08, 2023
SELL
$170.4 - $187.93 $114,168 - $125,913
-670 Reduced 3.97%
16,217 $3.04 Million
Q1 2023

May 03, 2023
SELL
$170.25 - $198.32 $1.01 Million - $1.18 Million
-5,929 Reduced 25.99%
16,887 $3.01 Million
Q4 2022

Feb 14, 2023
BUY
$166.81 - $188.05 $2.08 Million - $2.34 Million
12,458 Added 120.27%
22,816 $3.98 Million
Q3 2022

Nov 14, 2022
BUY
$164.17 - $201.07 $21,670 - $26,541
132 Added 1.29%
10,358 $1.71 Million
Q2 2022

Aug 11, 2022
SELL
$163.9 - $207.91 $2.33 Million - $2.96 Million
-14,222 Reduced 58.17%
10,226 $1.73 Million
Q1 2022

Aug 11, 2022
BUY
$191.52 - $225.32 $1.19 Million - $1.4 Million
6,216 Added 34.09%
24,448 $5.02 Million
Q4 2021

Aug 11, 2022
BUY
$212.12 - $242.56 $3.87 Million - $4.42 Million
18,232 New
18,232 $4.06 Million

Others Institutions Holding IWM

# of Institutions
2,937
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
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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