Garrett Investment Advisors LLC Ishares Russell 2000 ETF Transaction History

Garrett Investment Advisors LLC

$926 Million
Q1 2025

A detailed history of Garrett Investment Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 2,706 shares of IWM stock, worth $527,291. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,706

Previous 3,170 14.64%

Holding current value

$527,291

Previous $700,000 22.57%

% of portfolio

0.06%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$198.1 - $229.79 $91,918 - $106,622	-464 Reduced 14.64%	2,706 $542,000
Q4 2024 Jan 15, 2025	SELL	$216.13 - $242.4 $17,290 - $19,392	-80 Reduced 2.46%	3,170 $700,000
Q3 2024 Oct 17, 2024	BUY	$200.87 - $224.6 $47,204 - $52,781	235 Added 7.79%	3,250 $717,000
Q1 2024 Apr 12, 2024	BUY	$189.48 - $210.3 $162,005 - $179,806	855 Added 39.58%	3,015 $634,000
Q4 2023 Jan 05, 2024	BUY	$162.21 - $204.82 $145,340 - $183,518	896 Added 70.89%	2,160 $433,000
Q3 2023 Oct 13, 2023	BUY	$174.36 - $198.71 $220,391 - $251,169	1,264 New	1,264 $223,000
Q3 2022 Oct 18, 2022	BUY	$164.17 - $201.07 $496,285 - $607,834	3,023 New	3,023 $498,000

Others Institutions Holding IWM

# of Institutions

2,893

Shares Held

299M

Call Options Held

213M

Put Options Held

498M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Garrett Investment Advisors LLC Ishares Russell 2000 ETF Transaction History