Destiny Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

Destiny Wealth Partners, LLC

$573 Million
Q4 2024

A detailed history of Destiny Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 2,571 shares of IWM stock, worth $586,933. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,571

Previous 2,072 24.08%

Holding current value

$586,933

Previous $457,000 24.29%

% of portfolio

0.1%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$216.13 - $242.4 $107,848 - $120,957	499 Added 24.08%	2,571 $568,000
Q3 2024 Oct 15, 2024	BUY	$200.87 - $224.6 $2,209 - $2,470	11 Added 0.53%	2,072 $457,000
Q1 2024 Apr 09, 2024	SELL	$189.48 - $210.3 $205,585 - $228,175	-1,085 Reduced 34.49%	2,061 $433,000
Q4 2023 Jan 19, 2024	BUY	$162.21 - $204.82 $58,720 - $74,144	362 Added 13.0%	3,146 $631,000
Q3 2023 Oct 10, 2023	BUY	$174.36 - $198.71 $24,933 - $28,415	143 Added 5.41%	2,784 $492,000
Q2 2023 Jul 26, 2023	SELL	$170.4 - $187.93 $24,026 - $26,498	-141 Reduced 5.07%	2,641 $494,000
Q1 2023 Apr 26, 2023	BUY	$170.25 - $198.32 $77,974 - $90,830	458 Added 19.71%	2,782 $496,000
Q4 2022 Jan 26, 2023	BUY	$166.81 - $188.05 $2,001 - $2,256	12 Added 0.52%	2,324 $0
Q3 2022 Oct 25, 2022	SELL	$164.17 - $201.07 $222,450 - $272,449	-1,355 Reduced 36.95%	2,312 $381,000
Q2 2022 Jul 15, 2022	SELL	$163.9 - $207.91 $88,178 - $111,855	-538 Reduced 12.79%	3,667 $621,000
Q3 2021 Oct 28, 2021	SELL	$211.73 - $231.39 $172,136 - $188,120	-813 Reduced 16.2%	4,205 $920,000
Q2 2021 Jul 27, 2021	BUY	$211.85 - $232.89 $129,016 - $141,830	609 Added 13.81%	5,018 $1.15 Million
Q1 2021 Apr 22, 2021	BUY	$193.5 - $234.42 $27,090 - $32,818	140 Added 3.28%	4,409 $974,000
Q4 2020 Feb 05, 2021	BUY	$152.18 - $199.14 $649,656 - $850,128	4,269 New	4,269 $837,000

Others Institutions Holding IWM

# of Institutions

2,723

Shares Held

306M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Destiny Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History