D L Carlson Investment Group Inc Ishares Russell 2000 ETF Transaction History

D L Carlson Investment Group Inc

  • $528 Million
  • Q2 2025

A detailed history of D L Carlson Investment Group Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, D L Carlson Investment Group Inc holds 4,827 shares of IWM stock, worth $1.18 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,827
Previous 6,957 30.62%
Holding current value
$1.18 Million
Previous $1.39 Million 24.95%
% of portfolio
0.2%
Previous 0.27%

Shares

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

Aug 13, 2025
SELL
$174.82 - $215.79 $372,366 - $459,632
-2,130 Reduced 30.62%
4,827 $1.04 Million
Q1 2025

May 14, 2025
SELL
$198.1 - $229.79 $227,616 - $264,028
-1,149 Reduced 14.17%
6,957 $1.39 Million
Q4 2024

Feb 12, 2025
SELL
$216.13 - $242.4 $5,835 - $6,544
-27 Reduced 0.33%
8,106 $1.79 Million
Q3 2024

Nov 13, 2024
SELL
$200.87 - $224.6 $52,627 - $58,845
-262 Reduced 3.12%
8,133 $1.8 Million
Q2 2024

Aug 14, 2024
SELL
$192.84 - $209.44 $253,970 - $275,832
-1,317 Reduced 13.56%
8,395 $1.7 Million
Q1 2024

May 14, 2024
SELL
$189.48 - $210.3 $14,589 - $16,193
-77 Reduced 0.79%
9,712 $2.04 Million
Q4 2023

Feb 16, 2024
SELL
$162.21 - $204.82 $1.5 Million - $1.9 Million
-9,275 Reduced 48.65%
9,789 $1.96 Million
Q3 2023

Nov 02, 2023
SELL
$174.36 - $198.71 $546,792 - $623,154
-3,136 Reduced 14.13%
19,064 $3.37 Million
Q2 2023

Aug 09, 2023
BUY
$170.4 - $187.93 $3.5 Million - $3.86 Million
20,562 Added 1255.31%
22,200 $4.16 Million
Q1 2023

May 17, 2023
SELL
$170.25 - $198.32 $19,408 - $22,608
-114 Reduced 6.51%
1,638 $292,000
Q4 2022

Feb 13, 2023
SELL
$166.81 - $188.05 $6,171 - $6,957
-37 Reduced 2.07%
1,752 $305,000
Q3 2022

Nov 18, 2022
SELL
$164.17 - $201.07 $27,252 - $33,377
-166 Reduced 8.49%
1,789 $295,000
Q2 2022

Aug 10, 2022
SELL
$163.9 - $207.91 $365,660 - $463,847
-2,231 Reduced 53.3%
1,955 $331,000
Q1 2022

May 12, 2022
SELL
$191.52 - $225.32 $81,970 - $96,436
-428 Reduced 9.28%
4,186 $859,000
Q4 2021

Feb 14, 2022
BUY
$212.12 - $242.56 $48,363 - $55,303
228 Added 5.2%
4,614 $1.03 Million
Q3 2021

Nov 05, 2021
BUY
$211.73 - $231.39 $469,405 - $512,991
2,217 Added 102.21%
4,386 $959,000
Q2 2021

Aug 12, 2021
SELL
$211.85 - $232.89 $3,601 - $3,959
-17 Reduced 0.78%
2,169 $498,000
Q1 2021

May 11, 2021
SELL
$193.5 - $234.42 $402,673 - $487,828
-2,081 Reduced 48.77%
2,186 $483,000
Q4 2020

Feb 09, 2021
BUY
$152.18 - $199.14 $341,644 - $447,069
2,245 Added 111.03%
4,267 $837,000
Q3 2020

Nov 13, 2020
SELL
$139.07 - $158.46 $143,520 - $163,530
-1,032 Reduced 33.79%
2,022 $303,000
Q2 2020

Aug 13, 2020
BUY
$104.62 - $153.09 $319,509 - $467,536
3,054 New
3,054 $437,000
Q1 2020

May 07, 2020
SELL
$99.9 - $169.53 $244,854 - $415,518
-2,451 Closed
0 $0
Q4 2019

Feb 10, 2020
BUY
$146.46 - $166.68 $23,433 - $26,668
160 Added 6.98%
2,451 $406,000
Q3 2019

Nov 05, 2019
SELL
$144.85 - $157.9 $6,952 - $7,579
-48 Reduced 2.05%
2,291 $347,000
Q2 2019

Aug 19, 2019
SELL
$145.86 - $160.71 $28,442 - $31,338
-195 Reduced 7.7%
2,339 $364,000
Q1 2019

May 02, 2019
SELL
$132.25 - $158.24 $37,162 - $44,465
-281 Reduced 9.98%
2,534 $388,000
Q4 2018

Feb 12, 2019
BUY
$125.88 - $166.33 $4,909 - $6,486
39 Added 1.4%
2,815 $377,000
Q3 2018

Nov 13, 2018
SELL
$164.2 - $173.02 $2.41 Million - $2.54 Million
-14,683 Reduced 84.1%
2,776 $468,000
Q2 2018

Aug 10, 2018
BUY
$148.13 - $169.97 $2.12 Million - $2.44 Million
14,340 Added 459.76%
17,459 $2.86 Million
Q1 2018

May 11, 2018
SELL
$145.44 - $159.96 $3,781 - $4,158
-26 Reduced 0.83%
3,119 $474,000
Q4 2017

Feb 09, 2018
SELL
$145.63 - $154.3 $1,456 - $1,543
-10 Reduced 0.32%
3,145 $479,000
Q3 2017

Nov 13, 2017
BUY
$144.61 - $148.18 $456,244 - $467,507
3,155
3,155 $467,000

Others Institutions Holding IWM

# of Institutions
2,937
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
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More about IWM
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