Diversify Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 3,296 shares of IWM stock, worth $688,962. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,296
Previous 3,710 11.16%
Holding current value
$688,962
Previous $804 Million 19.65%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Apr 30, 2025
SELL
$198.1 - $229.79 $82,013 - $95,133
-414 Reduced 11.16%
3,296 $646 Million
Q4 2024

Jan 16, 2025
BUY
$216.13 - $242.4 $598,463 - $671,205
2,769 Added 294.26%
3,710 $804 Million
Q3 2024

Oct 25, 2024
BUY
$200.87 - $224.6 $189,018 - $211,348
941 New
941 $206 Million

Others Institutions Holding IWM

# of Institutions
2,858
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
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