A detailed history of Bt Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Bt Wealth Management LLC holds 16,385 shares of IWM stock, worth $3.47 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
16,385
Previous 16,380 0.03%
Holding current value
$3.47 Million
Previous $2.81 Million 1.21%
% of portfolio
0.78%
Previous 0.77%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 26, 2022

BUY
$163.9 - $207.91 $819 - $1,039
5 Added 0.03%
16,385 $2.78 Million
Q2 2022

Jul 15, 2022

SELL
$163.9 - $207.91 $327 - $415
-2 Reduced 0.01%
16,380 $2.81 Million
Q1 2022

Apr 21, 2022

BUY
$191.52 - $225.32 $18,768 - $22,081
98 Added 0.6%
16,382 $3.36 Million
Q4 2021

Feb 11, 2022

BUY
$212.12 - $242.56 $1,696 - $1,940
8 Added 0.05%
16,284 $3.62 Million
Q3 2021

Nov 01, 2021

SELL
$211.73 - $231.39 $506,246 - $553,253
-2,391 Reduced 12.81%
16,276 $3.56 Million
Q2 2021

Jul 28, 2021

SELL
$211.85 - $232.89 $442,978 - $486,972
-2,091 Reduced 10.07%
18,667 $4.28 Million
Q1 2021

May 06, 2021

SELL
$193.5 - $234.42 $602,559 - $729,983
-3,114 Reduced 13.04%
20,758 $4.59 Million
Q4 2020

Feb 04, 2021

SELL
$152.18 - $199.14 $14,152 - $18,520
-93 Reduced 0.39%
23,872 $4.68 Million
Q3 2020

Oct 23, 2020

SELL
$139.07 - $158.46 $263,259 - $299,964
-1,893 Reduced 7.32%
23,965 $3.59 Million
Q2 2020

Jul 21, 2020

SELL
$104.62 - $153.09 $393,894 - $576,383
-3,765 Reduced 12.71%
25,858 $3.7 Million
Q1 2020

Apr 29, 2020

SELL
$99.9 - $169.53 $108,591 - $184,279
-1,087 Reduced 3.54%
29,623 $3.39 Million
Q4 2019

Jan 13, 2020

SELL
$146.46 - $166.68 $52,872 - $60,171
-361 Reduced 1.16%
30,710 $5.09 Million
Q3 2019

Oct 11, 2019

SELL
$144.85 - $157.9 $17,092 - $18,632
-118 Reduced 0.38%
31,071 $4.7 Million
Q2 2019

Aug 12, 2019

SELL
$145.86 - $160.71 $21,879 - $24,106
-150 Reduced 0.48%
31,189 $4.66 Million
Q1 2019

Apr 15, 2019

SELL
$132.25 - $158.24 $1.14 Million - $1.37 Million
-8,640 Reduced 21.61%
31,339 $4.8 Million
Q4 2018

Feb 15, 2019

BUY
$125.88 - $166.33 $5.03 Million - $6.65 Million
39,979 New
39,979 $6.15 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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