Core Wealth Partners LLC Ishares Russell 2000 ETF Transaction History

Core Wealth Partners LLC

  • $172 Billion
  • Q1 2025

A detailed history of Core Wealth Partners LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Core Wealth Partners LLC holds 1,416 shares of IWM stock, worth $295,986. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,416
Previous 1,101 28.61%
Holding current value
$295,986
Previous $243 Million 16.07%
% of portfolio
0.16%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$198.1 - $229.79 $62,401 - $72,383
315 Added 28.61%
1,416 $282 Million
Q4 2024

Feb 11, 2025
SELL
$216.13 - $242.4 $4,322 - $4,848
-20 Reduced 1.78%
1,101 $243 Million
Q3 2024

Nov 04, 2024
BUY
$200.87 - $224.6 $5,624 - $6,288
28 Added 2.56%
1,121 $248 Million
Q2 2024

Aug 13, 2024
BUY
$192.84 - $209.44 $192 - $209
1 Added 0.09%
1,093 $222 Million
Q1 2024

Apr 19, 2024
BUY
$189.48 - $210.3 $378 - $420
2 Added 0.18%
1,092 $230 Million
Q4 2023

Feb 07, 2024
BUY
$162.21 - $204.82 $176,808 - $223,253
1,090 New
1,090 $219 Million

Others Institutions Holding IWM

# of Institutions
2,859
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Core Wealth Partners LLC Portfolio

Follow Core Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email