A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 11,880 shares of IWM stock, worth $2.64 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,880
Previous 11,791 0.75%
Holding current value
$2.64 Million
Previous $2.39 Million 9.7%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 14, 2024

BUY
$200.87 - $224.6 $17,877 - $19,989
89 Added 0.75%
11,880 $2.62 Million
Q2 2024

Aug 09, 2024

SELL
$192.84 - $209.44 $26,997 - $29,321
-140 Reduced 1.17%
11,791 $2.39 Million
Q1 2024

Apr 19, 2024

SELL
$189.48 - $210.3 $185,690 - $206,094
-980 Reduced 7.59%
11,931 $2.51 Million
Q4 2023

Jan 11, 2024

SELL
$162.21 - $204.82 $39,092 - $49,361
-241 Reduced 1.83%
12,911 $2.59 Million
Q3 2023

Oct 25, 2023

SELL
$174.36 - $198.71 $32,605 - $37,158
-187 Reduced 1.4%
13,152 $2.32 Million
Q2 2023

Aug 08, 2023

SELL
$170.4 - $187.93 $211,125 - $232,845
-1,239 Reduced 8.5%
13,339 $2.5 Million
Q1 2023

Apr 26, 2023

SELL
$170.25 - $198.32 $75,250 - $87,657
-442 Reduced 2.94%
14,578 $2.6 Million
Q4 2022

Feb 02, 2023

BUY
$166.81 - $188.05 $44,371 - $50,021
266 Added 1.8%
15,020 $2.62 Million
Q3 2022

Oct 13, 2022

SELL
$164.17 - $201.07 $74,204 - $90,883
-452 Reduced 2.97%
14,754 $2.43 Million
Q2 2022

Jul 22, 2022

BUY
$163.9 - $207.91 $28,354 - $35,968
173 Added 1.15%
15,206 $2.58 Million
Q1 2022

May 10, 2022

SELL
$191.52 - $225.32 $105,910 - $124,601
-553 Reduced 3.55%
15,033 $3.09 Million
Q4 2021

Jan 14, 2022

SELL
$212.12 - $242.56 $50,272 - $57,486
-237 Reduced 1.5%
15,586 $3.47 Million
Q3 2021

Oct 14, 2021

BUY
$211.73 - $231.39 $51,238 - $55,996
242 Added 1.55%
15,823 $3.46 Million
Q2 2021

Jul 14, 2021

SELL
$211.85 - $232.89 $213,121 - $234,287
-1,006 Reduced 6.06%
15,581 $3.57 Million
Q1 2021

Apr 23, 2021

SELL
$193.5 - $234.42 $63,661 - $77,124
-329 Reduced 1.94%
16,587 $3.67 Million
Q4 2020

Jan 22, 2021

SELL
$152.18 - $199.14 $103,634 - $135,614
-681 Reduced 3.87%
16,916 $3.32 Million
Q3 2020

Nov 05, 2020

SELL
$139.07 - $158.46 $180,791 - $205,998
-1,300 Reduced 6.88%
17,597 $2.64 Million
Q2 2020

Jul 15, 2020

BUY
$104.62 - $153.09 $29,816 - $43,630
285 Added 1.53%
18,897 $2.71 Million
Q1 2020

Apr 10, 2020

SELL
$99.9 - $169.53 $58,441 - $99,175
-585 Reduced 3.05%
18,612 $2.13 Million
Q4 2019

Jan 13, 2020

BUY
$146.46 - $166.68 $103,107 - $117,342
704 Added 3.81%
19,197 $3.18 Million
Q3 2019

Oct 29, 2019

SELL
$144.85 - $157.9 $20,134 - $21,948
-139 Reduced 0.75%
18,493 $2.8 Million
Q2 2019

Jul 10, 2019

SELL
$145.86 - $160.71 $125,147 - $137,889
-858 Reduced 4.4%
18,632 $2.9 Million
Q1 2019

Apr 10, 2019

BUY
$132.25 - $158.24 $121,802 - $145,739
921 Added 4.96%
19,490 $2.98 Million
Q4 2018

Jan 15, 2019

SELL
$125.88 - $166.33 $244,333 - $322,846
-1,941 Reduced 9.46%
18,569 $2.49 Million
Q3 2018

Oct 09, 2018

SELL
$164.2 - $173.02 $73,069 - $76,993
-445 Reduced 2.12%
20,510 $3.46 Million
Q2 2018

Jul 13, 2018

BUY
$148.13 - $169.97 $44,439 - $50,991
300 Added 1.45%
20,955 $3.43 Million
Q1 2018

Apr 20, 2018

SELL
$145.44 - $159.96 $221,796 - $243,939
-1,525 Reduced 6.88%
20,655 $3.25 Million
Q4 2017

Jan 18, 2018

SELL
$145.63 - $154.3 $25,922 - $27,465
-178 Reduced 0.8%
22,180 $3.38 Million
Q3 2017

Oct 13, 2017

BUY
$144.61 - $148.18 $3.23 Million - $3.31 Million
22,358
22,358 $3.31 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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