Crewe Advisors LLC Ishares Russell 2000 ETF Transaction History

Crewe Advisors LLC

$695 Million
Q1 2025

A detailed history of Crewe Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Crewe Advisors LLC holds 79,517 shares of IWM stock, worth $16.3 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares

79,517

Previous 79,970 0.57%

Holding current value

$16.3 Million

Previous $17.7 Million 10.23%

% of portfolio

2.28%

Previous 2.49%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$198.1 - $229.79 $89,739 - $104,094	-453 Reduced 0.57%	79,517 $15.9 Million
Q4 2024 Jan 27, 2025	SELL	$216.13 - $242.4 $209,429 - $234,885	-969 Reduced 1.2%	79,970 $17.7 Million
Q3 2024 Nov 12, 2024	BUY	$200.87 - $224.6 $19,886 - $22,235	99 Added 0.12%	80,939 $17.9 Million
Q2 2024 Jul 29, 2024	SELL	$192.84 - $209.44 $647,749 - $703,508	-3,359 Reduced 3.99%	80,840 $16.4 Million
Q1 2024 May 13, 2024	SELL	$189.48 - $210.3 $2.25 Million - $2.49 Million	-11,863 Reduced 12.35%	84,199 $17.7 Million
Q4 2023 Feb 09, 2024	SELL	$162.21 - $204.82 $1.44 Million - $1.81 Million	-8,856 Reduced 8.44%	96,062 $19.3 Million
Q3 2023 Nov 08, 2023	BUY	$174.36 - $198.71 $508,259 - $579,239	2,915 Added 2.86%	104,918 $18.5 Million
Q2 2023 Jul 28, 2023	BUY	$170.4 - $187.93 $401,803 - $443,138	2,358 Added 2.37%	102,003 $19.1 Million
Q1 2023 May 12, 2023	BUY	$170.25 - $198.32 $787,406 - $917,230	4,625 Added 4.87%	99,645 $17.8 Million
Q4 2022 Feb 07, 2023	SELL	$166.81 - $188.05 $281,575 - $317,428	-1,688 Reduced 1.75%	95,020 $16.6 Million
Q3 2022 Nov 14, 2022	BUY	$164.17 - $201.07 $303,714 - $371,979	1,850 Added 1.95%	96,708 $15.9 Million
Q2 2022 Aug 02, 2022	BUY	$163.9 - $207.91 $752,628 - $954,722	4,592 Added 5.09%	94,858 $16.1 Million
Q1 2022 Apr 27, 2022	BUY	$191.52 - $225.32 $840,772 - $989,154	4,390 Added 5.11%	90,266 $18.5 Million
Q4 2021 Feb 10, 2022	BUY	$212.12 - $242.56 $598,178 - $684,019	2,820 Added 3.4%	85,876 $19.1 Million
Q3 2021 Oct 29, 2021	BUY	$211.73 - $231.39 $364,387 - $398,222	1,721 Added 2.12%	83,056 $18.2 Million
Q2 2021 Aug 11, 2021	BUY	$211.85 - $232.89 $520,727 - $572,443	2,458 Added 3.12%	81,335 $18.7 Million
Q1 2021 Apr 21, 2021	BUY	$193.5 - $234.42 $513,936 - $622,619	2,656 Added 3.48%	78,877 $17.4 Million
Q4 2020 Jan 27, 2021	BUY	$152.18 - $199.14 $344,992 - $451,450	2,267 Added 3.07%	76,221 $14.9 Million
Q3 2020 Oct 13, 2020	BUY	$139.07 - $158.46 $78,713 - $89,688	566 Added 0.77%	73,954 $11.1 Million
Q2 2020 Jul 24, 2020	BUY	$104.62 - $153.09 $203,172 - $297,300	1,942 Added 2.72%	73,388 $10.5 Million
Q1 2020 May 07, 2020	BUY	$99.9 - $169.53 $240,059 - $407,380	2,403 Added 3.48%	71,446 $8.18 Million
Q4 2019 Feb 05, 2020	SELL	$146.46 - $166.68 $39,983 - $45,503	-273 Reduced 0.39%	69,043 $11.4 Million
Q3 2019 Nov 06, 2019	BUY	$144.85 - $157.9 $435,419 - $474,647	3,006 Added 4.53%	69,316 $10.5 Million
Q2 2019 Aug 09, 2019	BUY	$145.86 - $160.71 $4.43 Million - $4.88 Million	30,379 Added 84.55%	66,310 $10.3 Million
Q1 2019 May 10, 2019	SELL	$132.25 - $158.24 $121,008 - $144,789	-915 Reduced 2.48%	35,931 $5.5 Million
Q4 2018 Feb 05, 2019	BUY	$125.88 - $166.33 $2.37 Million - $3.14 Million	18,863 Added 104.89%	36,846 $4.93 Million
Q3 2018 Nov 13, 2018	SELL	$164.2 - $173.02 $112,148 - $118,172	-683 Reduced 3.66%	17,983 $3.03 Million
Q2 2018 Aug 07, 2018	SELL	$148.13 - $169.97 $316,109 - $362,715	-2,134 Reduced 10.26%	18,666 $3.06 Million
Q1 2018 May 07, 2018	BUY	$145.44 - $159.96 $229,068 - $251,937	1,575 Added 8.19%	20,800 $3.16 Million
Q4 2017 Feb 09, 2018	BUY	$145.63 - $154.3 $2.8 Million - $2.97 Million	19,225	19,225 $2.93 Million

Others Institutions Holding IWM

# of Institutions

2,856

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

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 Crewe Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crewe Advisors LLC with notifications on news.

Account

Crewe Advisors LLC Ishares Russell 2000 ETF Transaction History