Fsm Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Fsm Wealth Advisors, LLC

  • $443 Million
  • Q1 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 2,800 shares of IWM stock, worth $585,284. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,800
Previous 2,595 7.9%
Holding current value
$585,284
Previous $573,000 2.62%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Apr 28, 2025
BUY
$198.1 - $229.79 $40,610 - $47,106
205 Added 7.9%
2,800 $558,000
Q4 2024

Jan 24, 2025
BUY
$216.13 - $242.4 $42,145 - $47,268
195 Added 8.13%
2,595 $573,000
Q3 2024

Oct 30, 2024
BUY
$200.87 - $224.6 $1,205 - $1,347
6 Added 0.25%
2,400 $530,000
Q2 2024

Jul 12, 2024
BUY
$192.84 - $209.44 $771 - $837
4 Added 0.17%
2,394 $485,000
Q1 2024

May 14, 2024
BUY
$189.48 - $210.3 $188,532 - $209,248
995 Added 71.33%
2,390 $502,000
Q4 2023

May 14, 2024
BUY
$162.21 - $204.82 $226,282 - $285,723
1,395 New
1,395 $279,000

Others Institutions Holding IWM

# of Institutions
2,859
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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