Evolution Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Evolution Wealth Advisors, LLC

  • $545 Million
  • Q3 2024

A detailed history of Evolution Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 30,625 shares of IWM stock, worth $7.05 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
30,625
Previous 34,355 10.86%
Holding current value
$7.05 Million
Previous $6.97 Million 2.96%
% of portfolio
1.24%
Previous 1.38%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$200.87 - $224.6 $749,245 - $837,758
-3,730 Reduced 10.86%
30,625 $6.76 Million
Q2 2024

Jul 18, 2024
BUY
$192.84 - $209.44 $80,607 - $87,545
418 Added 1.23%
34,355 $6.97 Million
Q1 2024

Apr 19, 2024
BUY
$189.48 - $210.3 $142,110 - $157,725
750 Added 2.26%
33,937 $7.14 Million
Q4 2023

Jan 31, 2024
BUY
$162.21 - $204.82 $3,730 - $4,710
23 Added 0.07%
33,187 $6.66 Million
Q3 2023

Nov 06, 2023
BUY
$174.36 - $198.71 $141,231 - $160,955
810 Added 2.5%
33,164 $5.86 Million
Q2 2023

Jul 17, 2023
BUY
$170.4 - $187.93 $5.51 Million - $6.08 Million
32,354 New
32,354 $6.06 Million
Q2 2020

Jul 27, 2020
SELL
$104.62 - $153.09 $370,354 - $541,938
-3,540 Closed
0 $0
Q1 2020

Apr 22, 2020
BUY
$99.9 - $169.53 $196,303 - $333,126
1,965 Added 124.76%
3,540 $405,000
Q4 2019

Feb 03, 2020
SELL
$146.46 - $166.68 $20,504 - $23,335
-140 Reduced 8.16%
1,575 $261,000
Q3 2019

Nov 12, 2019
BUY
$144.85 - $157.9 $248,417 - $270,798
1,715 New
1,715 $260,000
Q1 2019

May 09, 2019
SELL
$132.25 - $158.24 $1.48 Million - $1.77 Million
-11,179 Closed
0 $0
Q4 2018

Jan 29, 2019
BUY
$125.88 - $166.33 $1.41 Million - $1.86 Million
11,179 New
11,179 $1.5 Million

Others Institutions Holding IWM

# of Institutions
2,661
Shares Held
307M
Call Options Held
232M
Put Options Held
524M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Evolution Wealth Advisors, LLC Portfolio

Follow Evolution Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evolution Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email