Guardian Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Guardian Wealth Advisors, LLC

  • $176 Million
  • Q3 2025

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 80,172 shares of IWM stock, worth $19.6 Million. This represents 11.0% of its overall portfolio holdings.

Number of Shares
80,172
Previous 79,873 0.37%
Holding current value
$19.6 Million
Previous $17.2 Million 12.55%
% of portfolio
11.0%
Previous 10.21%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$214.92 - $244.84 $64,261 - $73,207
299 Added 0.37%
80,172 $19.4 Million
Q2 2025

Jul 31, 2025
BUY
$174.82 - $215.79 $558,375 - $689,233
3,194 Added 4.17%
79,873 $17.2 Million
Q1 2025

May 02, 2025
BUY
$198.1 - $229.79 $899,175 - $1.04 Million
4,539 Added 6.29%
76,679 $15.3 Million
Q4 2024

Jan 27, 2025
SELL
$216.13 - $242.4 $181,981 - $204,100
-842 Reduced 1.15%
72,140 $15.9 Million
Q3 2024

Nov 07, 2024
SELL
$200.87 - $224.6 $111,281 - $124,428
-554 Reduced 0.75%
72,982 $16.1 Million
Q2 2024

Aug 08, 2024
BUY
$192.84 - $209.44 $47,438 - $51,522
246 Added 0.34%
73,536 $14.9 Million
Q1 2024

Apr 26, 2024
SELL
$189.48 - $210.3 $129,793 - $144,055
-685 Reduced 0.93%
73,290 $15.4 Million
Q4 2023

Feb 08, 2024
BUY
$162.21 - $204.82 $316,633 - $399,808
1,952 Added 2.71%
73,975 $14.8 Million
Q3 2023

Oct 30, 2023
BUY
$174.36 - $198.71 $130,595 - $148,833
749 Added 1.05%
72,023 $12.7 Million
Q2 2023

Aug 08, 2023
BUY
$170.4 - $187.93 $516,652 - $569,803
3,032 Added 4.44%
71,274 $13.3 Million
Q1 2023

May 18, 2023
BUY
$170.25 - $198.32 $1.85 Million - $2.16 Million
10,885 Added 18.98%
68,242 $12.2 Million
Q1 2023

May 03, 2023
SELL
$170.25 - $198.32 $7.72 Million - $9 Million
-45,371 Reduced 74.11%
15,848 $2.83 Million
Q4 2022

Feb 02, 2023
BUY
$166.81 - $188.05 $9.72 Million - $11 Million
58,297 Added 1995.11%
61,219 $10.7 Million
Q3 2022

May 18, 2023
BUY
$164.17 - $201.07 $6.81 Million - $8.35 Million
41,509 Added 261.92%
57,357 $9.46 Million
Q3 2022

Nov 09, 2022
SELL
$164.17 - $201.07 $8.64 Million - $10.6 Million
-52,618 Reduced 94.74%
2,922 $482,000
Q2 2022

Aug 12, 2022
BUY
$163.9 - $207.91 $537,919 - $682,360
3,282 Added 6.28%
55,540 $9.41 Million
Q1 2022

May 11, 2022
BUY
$191.52 - $225.32 $530,510 - $624,136
2,770 Added 5.6%
52,258 $10.7 Million
Q4 2021

Feb 03, 2022
BUY
$212.12 - $242.56 $498,057 - $569,530
2,348 Added 4.98%
49,488 $11 Million
Q3 2021

Nov 10, 2021
SELL
$211.73 - $231.39 $40,016 - $43,732
-189 Reduced 0.4%
47,140 $10.3 Million
Q2 2021

Jul 28, 2021
SELL
$211.85 - $232.89 $5.89 Million - $6.48 Million
-27,814 Reduced 37.01%
47,329 $10.9 Million
Q1 2021

May 10, 2021
BUY
$193.5 - $234.42 $5.46 Million - $6.62 Million
28,234 Added 60.19%
75,143 $16.6 Million
Q1 2021

May 10, 2021
SELL
$193.5 - $234.42 $446,985 - $541,510
-2,310 Reduced 4.69%
46,909 $10.4 Million
Q4 2020

May 10, 2021
BUY
$152.18 - $199.14 $7.49 Million - $9.8 Million
49,219 New
49,219 $9.65 Million

Others Institutions Holding IWM

# of Institutions
2,951
Shares Held
304M
Call Options Held
284M
Put Options Held
615M
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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