Confluence Wealth Services, Inc. Ishares Russell 2000 ETF Transaction History

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 6,165 shares of IWM stock, worth $1.36 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,165
Previous 5,647 9.17%
Holding current value
$1.36 Million
Previous $1.13 Million 18.12%
% of portfolio
0.08%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$174.82 - $215.79 $90,556 - $111,779
518 Added 9.17%
6,165 $1.33 Million
Q1 2025

Apr 24, 2025
BUY
$198.1 - $229.79 $48,732 - $56,528
246 Added 4.55%
5,647 $1.13 Million
Q4 2024

Jan 27, 2025
BUY
$216.13 - $242.4 $8,212 - $9,211
38 Added 0.71%
5,401 $1.19 Million
Q2 2024

Jul 31, 2024
SELL
$192.84 - $209.44 $24,490 - $26,598
-127 Reduced 2.31%
5,363 $1.09 Million
Q4 2023

Jan 25, 2024
BUY
$162.21 - $204.82 $340,641 - $430,122
2,100 Added 61.95%
5,490 $1.1 Million
Q3 2023

Nov 01, 2023
BUY
$174.36 - $198.71 $5,753 - $6,557
33 Added 0.98%
3,390 $599,000
Q2 2023

Aug 01, 2023
SELL
$170.4 - $187.93 $117,235 - $129,295
-688 Reduced 17.01%
3,357 $628,000
Q1 2023

May 11, 2023
BUY
$170.25 - $198.32 $190,509 - $221,920
1,119 Added 38.24%
4,045 $721,000
Q4 2022

Feb 10, 2023
BUY
$166.81 - $188.05 $68,225 - $76,912
409 Added 16.25%
2,926 $510,000
Q2 2022

Aug 15, 2022
SELL
$163.9 - $207.91 $18,684 - $23,701
-114 Reduced 4.33%
2,517 $494,000
Q1 2022

Apr 26, 2022
SELL
$191.52 - $225.32 $1,340 - $1,577
-7 Reduced 0.27%
2,631 $540,000
Q4 2021

Feb 10, 2022
BUY
$212.12 - $242.56 $559,572 - $639,873
2,638 New
2,638 $586,000

Others Institutions Holding IWM

# of Institutions
2,906
Shares Held
315M
Call Options Held
231M
Put Options Held
546M
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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