First Foundation Advisors Ishares Russell 2000 ETF Transaction History

First Foundation Advisors

$2.59 Billion
Q4 2024

A detailed history of First Foundation Advisors transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, First Foundation Advisors holds 115,011 shares of IWM stock, worth $23.6 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

115,011

Previous 105,748 8.76%

Holding current value

$23.6 Million

Previous $23.4 Million 8.79%

% of portfolio

0.98%

Previous 0.91%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$216.13 - $242.4 $2 Million - $2.25 Million	9,263 Added 8.76%	115,011 $25.4 Million
Q3 2024 Nov 13, 2024	BUY	$200.87 - $224.6 $890,657 - $995,876	4,434 Added 4.38%	105,748 $23.4 Million
Q2 2024 Aug 06, 2024	BUY	$192.84 - $209.44 $1.58 Million - $1.71 Million	8,178 Added 8.78%	101,314 $20.6 Million
Q1 2024 May 09, 2024	BUY	$189.48 - $210.3 $561,618 - $623,329	2,964 Added 3.29%	93,136 $19.6 Million
Q4 2023 Feb 14, 2024	BUY	$162.21 - $204.82 $1.22 Million - $1.53 Million	7,493 Added 9.06%	90,172 $18.1 Million
Q3 2023 Nov 15, 2023	BUY	$174.36 - $198.71 $13,251 - $15,101	76 Added 0.09%	82,679 $14.6 Million
Q2 2023 Aug 14, 2023	SELL	$170.4 - $187.93 $3.87 Million - $4.27 Million	-22,729 Reduced 21.58%	82,603 $15.5 Million
Q1 2023 May 12, 2023	SELL	$170.25 - $198.32 $1.76 Million - $2.04 Million	-10,310 Reduced 8.92%	105,332 $18.8 Million
Q4 2022 Feb 14, 2023	BUY	$166.81 - $188.05 $8.98 Million - $10.1 Million	53,851 Added 87.15%	115,642 $20.2 Million
Q3 2022 Nov 10, 2022	BUY	$164.17 - $201.07 $5.12 Million - $6.27 Million	31,169 Added 101.79%	61,791 $10.2 Million
Q2 2022 Aug 12, 2022	BUY	$163.9 - $207.91 $3.17 Million - $4.02 Million	19,348 Added 171.62%	30,622 $5.19 Million
Q1 2022 May 05, 2022	SELL	$191.52 - $225.32 $943,810 - $1.11 Million	-4,928 Reduced 30.42%	11,274 $2.31 Million
Q4 2021 Feb 14, 2022	BUY	$212.12 - $242.56 $2.76 Million - $3.16 Million	13,016 Added 408.54%	16,202 $3.6 Million
Q3 2021 Nov 15, 2021	BUY	$211.73 - $231.39 $83,633 - $91,399	395 Added 14.15%	3,186 $697,000
Q2 2021 Aug 13, 2021	BUY	$211.85 - $232.89 $340,654 - $374,487	1,608 Added 135.93%	2,791 $640,000
Q1 2021 May 18, 2021	BUY	$193.5 - $234.42 $11,997 - $14,534	62 Added 5.53%	1,183 $261,000
Q4 2020 Feb 16, 2021	BUY	$152.18 - $199.14 $170,593 - $223,235	1,121 New	1,121 $220,000
Q3 2020 Nov 12, 2020	SELL	$139.07 - $158.46 $202,624 - $230,876	-1,457 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$104.62 - $153.09 $193,860 - $283,675	-1,853 Reduced 55.98%	1,457 $209,000
Q1 2020 May 11, 2020	BUY	$99.9 - $169.53 $330,669 - $561,144	3,310 New	3,310 $379,000
Q4 2018 Feb 14, 2019	SELL	$125.88 - $166.33 $197,631 - $261,138	-1,570 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$164.2 - $173.02 $24,630 - $25,953	150 Added 10.56%	1,570 $265,000
Q2 2018 Aug 14, 2018	SELL	$148.13 - $169.97 $31,699 - $36,373	-214 Reduced 13.1%	1,420 $233,000
Q1 2018 May 15, 2018	SELL	$145.44 - $159.96 $72,720 - $79,980	-500 Reduced 23.43%	1,634 $248,000
Q4 2017 Feb 14, 2018	BUY	$145.63 - $154.3 $310,774 - $329,276	2,134	2,134 $325,000

Others Institutions Holding IWM

# of Institutions

2,950

Shares Held

301M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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First Foundation Advisors Ishares Russell 2000 ETF Transaction History