Core Wealth Partners LLC Ishares Russell 2000 ETF Transaction History

Core Wealth Partners LLC

  • $197 Billion
  • Q2 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 1,954 shares of IWM stock, worth $430,505. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,954
Previous 1,416 37.99%
Holding current value
$430,505
Previous $282 Million 49.34%
% of portfolio
0.21%
Previous 0.16%

Shares

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

Aug 11, 2025
BUY
$174.82 - $215.79 $94,053 - $116,095
538 Added 37.99%
1,954 $422 Million
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
2,906
Shares Held
315M
Call Options Held
233M
Put Options Held
547M
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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