Burling Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

Burling Wealth Partners, LLC

  • $604 Billion
  • Q3 2025

A detailed history of Burling Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 32,224 shares of IWM stock, worth $7.65 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
32,224
Previous 30,398 6.01%
Holding current value
$7.65 Million
Previous $6.56 Billion 18.86%
% of portfolio
1.29%
Previous 1.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$214.92 - $244.84 $392,443 - $447,077
1,826 Added 6.01%
32,224 $7.8 Billion
Q2 2025

Aug 08, 2025
SELL
$174.82 - $215.79 $86,885 - $107,247
-497 Reduced 1.61%
30,398 $6.56 Billion
Q1 2025

May 02, 2025
BUY
$198.1 - $229.79 $71,514 - $82,954
361 Added 1.18%
30,895 $6.16 Billion
Q4 2024

Feb 14, 2025
BUY
$216.13 - $242.4 $6.6 Million - $7.4 Million
30,534 New
30,534 $6.75 Billion

Others Institutions Holding IWM

# of Institutions
3,027
Shares Held
284M
Call Options Held
229M
Put Options Held
551M
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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