Bigelow Investment Advisors, LLC Ishares Russell 2000 ETF Transaction History

Bigelow Investment Advisors, LLC

$210 Million
Q1 2025

A detailed history of Bigelow Investment Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Bigelow Investment Advisors, LLC holds 3,037 shares of IWM stock, worth $595,525. This represents 0.29% of its overall portfolio holdings.

Number of Shares

3,037

Previous 3,222 5.74%

Holding current value

$595,525

Previous $711,000 14.91%

% of portfolio

0.29%

Previous 0.34%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$198.1 - $229.79 $36,648 - $42,511	-185 Reduced 5.74%	3,037 $605,000
Q4 2024 Jan 31, 2025	BUY	$216.13 - $242.4 $29,825 - $33,451	138 Added 4.47%	3,222 $711,000
Q3 2024 Oct 18, 2024	SELL	$200.87 - $224.6 $4,419 - $4,941	-22 Reduced 0.71%	3,084 $681,000
Q2 2024 Aug 08, 2024	BUY	$192.84 - $209.44 $192 - $209	1 Added 0.03%	3,106 $630,000
Q1 2024 May 08, 2024	SELL	$189.48 - $210.3 $15,158 - $16,824	-80 Reduced 2.51%	3,105 $652,000
Q4 2023 Jan 31, 2024	SELL	$162.21 - $204.82 $37,957 - $47,927	-234 Reduced 6.84%	3,185 $639,000
Q2 2023 Jul 25, 2023	BUY	$170.4 - $187.93 $170 - $187	1 Added 0.03%	3,419 $640,000
Q1 2023 May 09, 2023	SELL	$170.25 - $198.32 $52,437 - $61,082	-308 Reduced 8.27%	3,418 $609,000
Q4 2022 Jan 26, 2023	SELL	$166.81 - $188.05 $3,836 - $4,325	-23 Reduced 0.61%	3,726 $0
Q3 2022 Nov 10, 2022	SELL	$164.17 - $201.07 $10,671 - $13,069	-65 Reduced 1.7%	3,749 $618,000
Q2 2022 Jul 18, 2022	SELL	$163.9 - $207.91 $2,950 - $3,742	-18 Reduced 0.47%	3,814 $646,000
Q1 2022 Apr 29, 2022	SELL	$191.52 - $225.32 $7,469 - $8,787	-39 Reduced 1.01%	3,832 $786,000
Q4 2021 Feb 11, 2022	SELL	$212.12 - $242.56 $46,454 - $53,120	-219 Reduced 5.35%	3,871 $861,000
Q3 2021 Nov 04, 2021	BUY	$211.73 - $231.39 $33,876 - $37,022	160 Added 4.07%	4,090 $895,000
Q1 2021 May 06, 2021	SELL	$193.5 - $234.42 $33,862 - $41,023	-175 Reduced 4.26%	3,930 $868,000
Q4 2020 Feb 12, 2021	BUY	$152.18 - $199.14 $152 - $199	1 Added 0.02%	4,105 $805,000
Q3 2020 Nov 10, 2020	SELL	$139.07 - $158.46 $9,734 - $11,092	-70 Reduced 1.68%	4,104 $615,000
Q2 2020 Aug 11, 2020	SELL	$104.62 - $153.09 $132,658 - $194,118	-1,268 Reduced 23.3%	4,174 $598,000
Q1 2020 May 05, 2020	SELL	$99.9 - $169.53 $186,413 - $316,342	-1,866 Reduced 25.53%	5,442 $623,000
Q4 2019 Jan 31, 2020	BUY	$146.46 - $166.68 $146 - $166	1 Added 0.01%	7,308 $1.21 Million
Q2 2019 Jul 17, 2019	BUY	$145.86 - $160.71 $3,063 - $3,374	21 Added 0.29%	7,307 $1.14 Million
Q1 2019 Apr 25, 2019	BUY	$132.25 - $158.24 $22,350 - $26,742	169 Added 2.37%	7,286 $1.12 Million
Q4 2018 Jan 29, 2019	SELL	$125.88 - $166.33 $96,298 - $127,242	-765 Reduced 9.71%	7,117 $953,000
Q3 2018 Nov 05, 2018	BUY	$164.2 - $173.02 $8,866 - $9,343	54 Added 0.69%	7,882 $1.33 Million
Q2 2018 Jul 19, 2018	BUY	$148.13 - $169.97 $208,122 - $238,807	1,405 Added 21.87%	7,828 $1.28 Million
Q1 2018 Apr 19, 2018	BUY	$145.44 - $159.96 $23,270 - $25,593	160 Added 2.55%	6,423 $975,000
Q4 2017 Feb 09, 2018	BUY	$145.63 - $154.3 $912,080 - $966,380	6,263	6,263 $955,000

Others Institutions Holding IWM

# of Institutions

2,906

Shares Held

300M

Call Options Held

213M

Put Options Held

498M

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 Bigelow Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bigelow Investment Advisors, LLC with notifications on news.

Account

Bigelow Investment Advisors, LLC Ishares Russell 2000 ETF Transaction History