Clearstead Advisors, LLC Ishares Russell 2000 ETF Transaction History

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Clearstead Advisors, LLC holds 94,291 shares of IWM stock, worth $22.4 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
94,291
Previous 94,834 0.57%
Holding current value
$22.4 Million
Previous $20.5 Million 11.48%
% of portfolio
0.31%
Previous 0.29%

Shares

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

Nov 10, 2025
SELL
$214.92 - $244.84 $116,701 - $132,948
-543 Reduced 0.57%
94,291 $22.8 Million
Q2 2025

Aug 08, 2025
SELL
$174.82 - $215.79 $609,247 - $752,028
-3,485 Reduced 3.54%
94,834 $20.5 Million
Q1 2025

May 13, 2025
SELL
$198.1 - $229.79 $185,025 - $214,623
-934 Reduced 0.94%
98,319 $19.6 Million
Q4 2024

Feb 10, 2025
SELL
$216.13 - $242.4 $1.93 Million - $2.16 Million
-8,924 Reduced 8.25%
99,253 $21.9 Million
Q3 2024

Nov 13, 2024
BUY
$200.87 - $224.6 $552,593 - $617,874
2,751 Added 2.61%
108,177 $23.9 Million
Q2 2024

Aug 09, 2024
BUY
$192.84 - $209.44 $14.6 Million - $15.9 Million
75,956 Added 257.74%
105,426 $21.4 Million
Q1 2024

May 14, 2024
SELL
$189.48 - $210.3 $401,887 - $446,046
-2,121 Reduced 6.71%
29,470 $6.2 Million
Q4 2023

Feb 12, 2024
BUY
$162.21 - $204.82 $126,037 - $159,145
777 Added 2.52%
31,591 $6.34 Million
Q3 2023

Nov 13, 2023
SELL
$174.36 - $198.71 $62,072 - $70,740
-356 Reduced 1.14%
30,814 $5.45 Million
Q3 2023

Nov 07, 2023
BUY
$174.36 - $198.71 $452,115 - $515,255
2,593 Added 9.07%
31,170 $5.51 Million
Q2 2023

Aug 07, 2023
BUY
$170.4 - $187.93 $99,684 - $109,939
585 Added 2.09%
28,577 $5.35 Million
Q1 2023

May 09, 2023
SELL
$170.25 - $198.32 $17,706 - $20,625
-104 Reduced 0.37%
27,992 $4.99 Million
Q4 2022

Feb 14, 2023
SELL
$166.81 - $188.05 $43,704 - $49,269
-262 Reduced 0.92%
28,096 $4.9 Million
Q3 2022

Nov 14, 2022
BUY
$164.17 - $201.07 $25,118 - $30,763
153 Added 0.54%
28,358 $4.68 Million
Q2 2022

Aug 12, 2022
BUY
$163.9 - $207.91 $48,186 - $61,125
294 Added 1.05%
28,205 $4.78 Million
Q1 2022

May 04, 2022
BUY
$191.52 - $225.32 $234,612 - $276,017
1,225 Added 4.59%
27,911 $5.73 Million
Q4 2021

Feb 14, 2022
BUY
$212.12 - $242.56 $224,635 - $256,871
1,059 Added 4.13%
26,686 $5.94 Million
Q3 2021

Nov 12, 2021
BUY
$211.73 - $231.39 $219,352 - $239,720
1,036 Added 4.21%
25,627 $5.61 Million
Q2 2021

Aug 12, 2021
BUY
$211.85 - $232.89 $93,849 - $103,170
443 Added 1.83%
24,591 $5.64 Million
Q1 2021

May 14, 2021
BUY
$193.5 - $234.42 $217,300 - $263,253
1,123 Added 4.88%
24,148 $5.34 Million
Q4 2020

Feb 11, 2021
BUY
$152.18 - $199.14 $26,631 - $34,849
175 Added 0.77%
23,025 $4.51 Million
Q3 2020

Nov 12, 2020
SELL
$139.07 - $158.46 $171,751 - $195,698
-1,235 Reduced 5.13%
22,850 $3.42 Million
Q2 2020

Aug 11, 2020
SELL
$104.62 - $153.09 $173,564 - $253,976
-1,659 Reduced 6.44%
24,085 $3.45 Million
Q1 2020

May 14, 2020
SELL
$99.9 - $169.53 $15,984 - $27,124
-160 Reduced 0.62%
25,744 $2.95 Million
Q4 2019

Feb 11, 2020
BUY
$146.46 - $166.68 $12,156 - $13,834
83 Added 0.32%
25,904 $4.29 Million
Q3 2019

Nov 12, 2019
SELL
$144.85 - $157.9 $135,434 - $147,636
-935 Reduced 3.49%
25,821 $3.91 Million
Q2 2019

Aug 08, 2019
SELL
$145.86 - $160.71 $21,879 - $24,106
-150 Reduced 0.56%
26,756 $4.16 Million
Q4 2018

Feb 11, 2019
SELL
$125.88 - $166.33 $118,704 - $156,849
-943 Reduced 3.39%
26,906 $3.6 Million
Q3 2018

Nov 13, 2018
SELL
$164.2 - $173.02 $7,388 - $7,785
-45 Reduced 0.16%
27,849 $4.69 Million
Q1 2018

May 14, 2018
SELL
$145.44 - $159.96 $1.62 Million - $1.78 Million
-11,147 Reduced 28.55%
27,894 $4.24 Million
Q4 2017

Feb 09, 2018
BUY
$145.63 - $154.3 $31,164 - $33,020
214 Added 0.55%
39,041 $5.95 Million
Q3 2017

Nov 09, 2017
BUY
$144.61 - $148.18 $5.61 Million - $5.75 Million
38,827
38,827 $5.75 Million

Others Institutions Holding IWM

# of Institutions
3,023
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
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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