Epg Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Epg Wealth Management LLC

  • $359 Billion
  • Q1 2025

A detailed history of Epg Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Epg Wealth Management LLC holds 1,507 shares of IWM stock, worth $315,279. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,507
Previous 1,606 6.16%
Holding current value
$315,279
Previous $355 Million 15.28%
% of portfolio
0.08%
Previous 0.09%

Shares

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

May 13, 2025
SELL
$198.1 - $229.79 $19,611 - $22,749
-99 Reduced 6.16%
1,507 $301 Million
Q4 2024

Feb 14, 2025
BUY
$216.13 - $242.4 $1,296 - $1,454
6 Added 0.38%
1,606 $355 Million
Q3 2024

Nov 13, 2024
BUY
$200.87 - $224.6 $321,392 - $359,360
1,600 New
1,600 $353 Million
Q2 2024

Aug 13, 2024
SELL
$192.84 - $209.44 $265,733 - $288,608
-1,378 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$189.48 - $210.3 $568 - $630
3 Added 0.22%
1,378 $289,000
Q4 2023

Feb 14, 2024
BUY
$162.21 - $204.82 $133,985 - $169,181
826 Added 150.46%
1,375 $275,000
Q3 2023

Nov 13, 2023
SELL
$174.36 - $198.71 $6,276 - $7,153
-36 Reduced 6.15%
549 $97,000
Q2 2023

Aug 15, 2023
BUY
$170.4 - $187.93 $19,936 - $21,987
117 Added 25.0%
585 $109,000
Q1 2023

May 15, 2023
BUY
$170.25 - $198.32 $3,575 - $4,164
21 Added 4.7%
468 $83,000
Q4 2022

Feb 14, 2023
BUY
$166.81 - $188.05 $333 - $376
2 Added 0.45%
447 $77,000
Q3 2022

Nov 15, 2022
BUY
$164.17 - $201.07 $73,055 - $89,476
445 New
445 $73,000
Q2 2022

Aug 15, 2022
SELL
$163.9 - $207.91 $56,709 - $71,936
-346 Closed
0 $0
Q1 2022

May 10, 2022
SELL
$191.52 - $225.32 $40,219 - $47,317
-210 Reduced 37.77%
346 $71,000
Q4 2021

Feb 14, 2022
BUY
$212.12 - $242.56 $212 - $242
1 Added 0.18%
556 $124,000
Q3 2021

Nov 15, 2021
BUY
$211.73 - $231.39 $117,510 - $128,421
555 New
555 $121,000
Q1 2021

May 10, 2021
SELL
$193.5 - $234.42 $213,237 - $258,330
-1,102 Closed
0 $0
Q4 2020

Jan 29, 2021
BUY
$152.18 - $199.14 $167,702 - $219,452
1,102 New
1,102 $216,000
Q2 2020

Aug 06, 2020
SELL
$104.62 - $153.09 $181,411 - $265,458
-1,734 Closed
0 $0
Q1 2020

May 05, 2020
BUY
$99.9 - $169.53 $129,870 - $220,389
1,300 Added 299.54%
1,734 $198,000
Q4 2019

Feb 14, 2020
BUY
$146.46 - $166.68 $63,563 - $72,339
434 New
434 $72,000

Others Institutions Holding IWM

# of Institutions
2,860
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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