Cahaba Wealth Management, Inc. Ishares Russell 2000 ETF Transaction History

Cahaba Wealth Management, Inc.

$1.21 Billion
Q4 2024

A detailed history of Cahaba Wealth Management, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cahaba Wealth Management, Inc. holds 1,891 shares of IWM stock, worth $407,340. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,891

Previous 1,887 0.21%

Holding current value

$407,340

Previous $416,000 0.24%

% of portfolio

0.03%

Previous 0.03%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$216.13 - $242.4 $864 - $969	4 Added 0.21%	1,891 $417,000
Q3 2024 Oct 18, 2024	SELL	$200.87 - $224.6 $16,270 - $18,192	-81 Reduced 4.12%	1,887 $416,000
Q2 2024 Aug 05, 2024	BUY	$192.84 - $209.44 $771 - $837	4 Added 0.2%	1,968 $399,000
Q1 2024 Apr 22, 2024	SELL	$189.48 - $210.3 $568 - $630	-3 Reduced 0.15%	1,964 $413,000
Q4 2023 Jan 23, 2024	BUY	$162.21 - $204.82 $1,946 - $2,457	12 Added 0.61%	1,967 $394,000
Q3 2023 Oct 18, 2023	SELL	$174.36 - $198.71 $14,471 - $16,492	-83 Reduced 4.07%	1,955 $345,000
Q2 2023 Jul 26, 2023	BUY	$170.4 - $187.93 $681 - $751	4 Added 0.2%	2,038 $381,000
Q1 2023 May 04, 2023	SELL	$170.25 - $198.32 $18,387 - $21,418	-108 Reduced 5.04%	2,034 $362,000
Q4 2022 Jan 30, 2023	BUY	$166.81 - $188.05 $27,690 - $31,216	166 Added 8.4%	2,142 $373,000
Q3 2022 Oct 18, 2022	BUY	$164.17 - $201.07 $7,880 - $9,651	48 Added 2.49%	1,976 $326,000
Q2 2022 Jul 19, 2022	BUY	$163.9 - $207.91 $655 - $831	4 Added 0.21%	1,928 $326,000
Q1 2022 May 05, 2022	SELL	$191.52 - $225.32 $8,809 - $10,364	-46 Reduced 2.34%	1,924 $355,000
Q4 2021 Feb 01, 2022	SELL	$212.12 - $242.56 $18,878 - $21,587	-89 Reduced 4.32%	1,970 $438,000
Q3 2021 Oct 15, 2021	BUY	$211.73 - $231.39 $5,928 - $6,478	28 Added 1.38%	2,059 $450,000
Q2 2021 Aug 13, 2021	SELL	$211.85 - $232.89 $751,855 - $826,526	-3,549 Reduced 63.6%	2,031 $449,000
Q1 2021 May 06, 2021	BUY	$193.5 - $234.42 $580 - $703	3 Added 0.05%	5,580 $1.23 Million
Q4 2020 Feb 10, 2021	SELL	$152.18 - $199.14 $52,349 - $68,504	-344 Reduced 5.81%	5,577 $1.2 Million
Q3 2020 Oct 27, 2020	BUY	$139.07 - $158.46 $13,907 - $15,846	100 Added 1.72%	5,921 $886,000
Q2 2020 Aug 03, 2020	SELL	$104.62 - $153.09 $85,160 - $124,615	-814 Reduced 12.27%	5,821 $869,000
Q1 2020 Apr 30, 2020	SELL	$99.9 - $169.53 $11,088 - $18,817	-111 Reduced 1.65%	6,635 $759,000
Q4 2019 Feb 10, 2020	BUY	$146.46 - $166.68 $6,883 - $7,833	47 Added 0.7%	6,746 $1.12 Million
Q3 2019 Oct 23, 2019	SELL	$144.85 - $157.9 $40,702 - $44,369	-281 Reduced 4.03%	6,699 $1.01 Million
Q2 2019 Jul 31, 2019	SELL	$145.86 - $160.71 $7,293 - $8,035	-50 Reduced 0.71%	6,980 $1.09 Million
Q1 2019 Apr 08, 2019	BUY	$132.25 - $158.24 $18,647 - $22,311	141 Added 2.05%	7,030 $1.08 Million
Q4 2018 Jan 14, 2019	SELL	$125.88 - $166.33 $15,609 - $20,624	-124 Reduced 1.77%	6,889 $922,000
Q3 2018 Oct 04, 2018	BUY	$164.2 - $173.02 $46,468 - $48,964	283 Added 4.21%	7,013 $1.17 Million
Q2 2018 Jul 26, 2018	SELL	$148.13 - $169.97 $40,291 - $46,231	-272 Reduced 3.88%	6,730 $1.13 Million
Q1 2018 Apr 05, 2018	SELL	$145.44 - $159.96 $49,885 - $54,866	-343 Reduced 4.67%	7,002 $1.04 Million
Q4 2017 Jan 24, 2018	BUY	$145.63 - $154.3 $171,260 - $181,456	1,176 Added 19.06%	7,345 $1.12 Million
Q3 2017 Oct 12, 2017	BUY	$144.61 - $148.18 $892,099 - $914,122	6,169	6,169 $914,000

Others Institutions Holding IWM

# of Institutions

2,933

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

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 Cahaba Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cahaba Wealth Management, Inc. with notifications on news.

Account

Cahaba Wealth Management, Inc. Ishares Russell 2000 ETF Transaction History