Global Financial Private Client, LLC Ishares Russell 2000 ETF Transaction History

Global Financial Private Client, LLC

$281 Billion
Q3 2025

A detailed history of Global Financial Private Client, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Global Financial Private Client, LLC holds 4,444 shares of IWM stock, worth $1.06 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

4,444

Previous 4,655 4.53%

Holding current value

$1.06 Million

Previous $1 Billion 7.05%

% of portfolio

0.38%

Previous 0.38%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$214.92 - $244.84 $45,348 - $51,661	-211 Reduced 4.53%	4,444 $1.08 Billion
Q2 2025 Jul 10, 2025	BUY	$174.82 - $215.79 $72,200 - $89,121	413 Added 9.74%	4,655 $1 Billion
Q1 2025 Apr 07, 2025	SELL	$198.1 - $229.79 $199,882 - $231,858	-1,009 Reduced 19.22%	4,242 $846 Million
Q3 2024 Oct 07, 2024	SELL	$200.87 - $224.6 $8,436 - $9,433	-42 Reduced 0.79%	5,251 $1.16 Billion
Q2 2024 Jul 29, 2024	BUY	$192.84 - $209.44 $8,099 - $8,796	42 Added 0.8%	5,293 $1.07 Billion

Q1 2024 May 15, 2024	SELL	$189.48 - $210.3 $1,326 - $1,472	-7 Reduced 0.13%	5,251 $1.09 Billion
Q4 2023 May 15, 2024	BUY	$162.21 - $204.82 $2,919 - $3,686	18 Added 0.34%	5,258 $1.06 Billion
Q3 2023 May 15, 2024	SELL	$174.36 - $198.71 $64,687 - $73,721	-371 Reduced 6.61%	5,240 $912 Million
Q2 2023 May 15, 2024	BUY	$170.4 - $187.93 $165,288 - $182,292	970 Added 20.9%	5,611 $1.05 Billion
Q1 2023 May 15, 2024	BUY	$170.25 - $198.32 $8,682 - $10,114	51 Added 1.11%	4,641 $828 Million
Q4 2022 May 15, 2024	SELL	$166.81 - $188.05 $2,001 - $2,256	-12 Reduced 0.26%	4,590 $800 Million
Q3 2022 May 15, 2024	BUY	$164.17 - $201.07 $578,699 - $708,771	3,525 Added 327.3%	4,602 $779 Million
Q2 2022 May 15, 2024	SELL	$163.9 - $207.91 $3,769 - $4,781	-23 Reduced 2.09%	1,077 $185 Million
Q1 2022 May 15, 2024	BUY	$191.52 - $225.32 $79,289 - $93,282	414 Added 60.35%	1,100 $228 Million
Q4 2021 May 15, 2024	BUY	$212.12 - $242.56 $68,302 - $78,104	322 Added 88.46%	686 $153 Million
Q2 2021 May 15, 2024	SELL	$211.85 - $232.89 $5,296 - $5,822	-25 Reduced 6.43%	364 $84.2 Million
Q1 2021 May 15, 2024	BUY	$193.5 - $234.42 $20,317 - $24,614	105 Added 36.97%	389 $87 Million
Q4 2020 May 15, 2024	BUY	$152.18 - $199.14 $10,196 - $13,342	67 Added 30.88%	284 $55.7 Million
Q3 2020 May 15, 2024	SELL	$139.07 - $158.46 $12,377 - $14,102	-89 Reduced 29.08%	217 $33 Million
Q2 2020 May 15, 2024	SELL	$104.62 - $153.09 $29,188 - $42,712	-279 Reduced 47.69%	306 $43.4 Million
Q1 2020 May 15, 2024	SELL	$99.9 - $169.53 $350,049 - $594,033	-3,504 Reduced 85.69%	585 $62.4 Million
Q4 2019 May 15, 2024	BUY	$146.46 - $166.68 $598,874 - $681,554	4,089 New	4,089 $677 Million

Others Institutions Holding IWM

# of Institutions

3,027

Shares Held

284M

Call Options Held

229M

Put Options Held

551M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Financial Private Client, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Financial Private Client, LLC with notifications on news.

Account

Global Financial Private Client, LLC Ishares Russell 2000 ETF Transaction History