Financial Synergies Wealth Advisors, Inc. Ishares Russell 2000 ETF Transaction History

Financial Synergies Wealth Advisors, Inc.

$822 Billion
Q1 2025

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 7,793 shares of IWM stock, worth $1.6 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

7,793

Previous 7,823 0.38%

Holding current value

$1.6 Million

Previous $1.73 Billion 10.06%

% of portfolio

0.19%

Previous 0.21%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$198.1 - $229.79 $5,943 - $6,893	-30 Reduced 0.38%	7,793 $1.55 Billion
Q4 2024 Jan 27, 2025	SELL	$216.13 - $242.4 $5,403 - $6,060	-25 Reduced 0.32%	7,823 $1.73 Billion
Q3 2024 Oct 07, 2024	BUY	$200.87 - $224.6 $2,209 - $2,470	11 Added 0.14%	7,848 $1.73 Billion
Q2 2024 Jul 23, 2024	SELL	$192.84 - $209.44 $299,094 - $324,841	-1,551 Reduced 16.52%	7,837 $1.59 Billion
Q1 2024 Apr 12, 2024	SELL	$189.48 - $210.3 $653,137 - $724,904	-3,447 Reduced 26.86%	9,388 $1.97 Billion
Q4 2023 Apr 04, 2024	BUY	$162.21 - $204.82 $463,596 - $585,375	2,858 Added 28.65%	12,835 $2.24 Billion
Q3 2023 Apr 04, 2024	SELL	$174.36 - $198.71 $86,133 - $98,162	-494 Reduced 4.72%	9,977 $1.76 Billion
Q2 2023 Apr 04, 2024	SELL	$170.4 - $187.93 $414,072 - $456,669	-2,430 Reduced 18.84%	10,471 $1.96 Billion
Q1 2023 Apr 04, 2024	BUY	$170.25 - $198.32 $11,236 - $13,089	66 Added 0.51%	12,901 $2.3 Billion
Q4 2022 Apr 04, 2024	BUY	$166.81 - $188.05 $1,334 - $1,504	8 Added 0.06%	12,835 $2.24 Billion
Q3 2022 Apr 04, 2024	SELL	$164.17 - $201.07 $295,177 - $361,523	-1,798 Reduced 12.29%	12,827 $2.12 Billion
Q2 2022 Apr 04, 2024	BUY	$163.9 - $207.91 $2.4 Million - $3.04 Million	14,625 New	14,625 $2.48 Billion
Q1 2022 Apr 05, 2024	SELL	$191.52 - $225.32 $55,732 - $65,568	-291 Reduced 1.82%	15,694 $3.22 Billion
Q4 2021 Apr 05, 2024	SELL	$212.12 - $242.56 $45,393 - $51,907	-214 Reduced 1.32%	15,985 $3.56 Billion
Q3 2021 Apr 05, 2024	SELL	$211.73 - $231.39 $93,161 - $101,811	-440 Reduced 2.64%	16,199 $3.54 Billion
Q2 2021 Apr 05, 2024	SELL	$211.85 - $232.89 $34,743 - $38,193	-164 Reduced 0.98%	16,639 $3.82 Billion
Q1 2021 Apr 05, 2024	SELL	$193.5 - $234.42 $22,059 - $26,723	-114 Reduced 0.67%	16,803 $3.71 Billion
Q4 2020 Apr 05, 2024	SELL	$152.18 - $199.14 $2.36 Million - $3.09 Million	-15,513 Reduced 47.84%	16,917 $3.32 Billion
Q3 2020 Apr 05, 2024	SELL	$139.07 - $158.46 $2.66 Million - $3.03 Million	-19,094 Reduced 37.06%	32,430 $4.86 Billion
Q2 2020 Apr 05, 2024	BUY	$104.62 - $153.09 $4.05 Million - $5.92 Million	38,689 Added 301.43%	51,524 $7.38 Billion

Others Institutions Holding IWM

# of Institutions

2,856

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Financial Synergies Wealth Advisors, Inc. Ishares Russell 2000 ETF Transaction History