High Net Worth Advisory Group LLC Ishares Russell 2000 ETF Transaction History

High Net Worth Advisory Group LLC

  • $359 Million
  • Q2 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 1,523 shares of IWM stock, worth $373,226. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,523
Previous 1,408 8.17%
Holding current value
$373,226
Previous $282,000 16.31%
% of portfolio
0.09%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$174.82 - $215.79 $20,104 - $24,815
115 Added 8.17%
1,523 $328,000
Q4 2024

Jan 21, 2025
SELL
$216.13 - $242.4 $68,080 - $76,356
-315 Reduced 18.28%
1,408 $311,000
Q3 2024

Oct 11, 2024
SELL
$200.87 - $224.6 $46,200 - $51,658
-230 Reduced 11.78%
1,723 $380,000
Q1 2023

Apr 20, 2023
SELL
$170.25 - $198.32 $340 - $396
-2 Reduced 0.1%
1,953 $348,000
Q4 2022

Feb 14, 2023
SELL
$166.81 - $188.05 $166 - $188
-1 Reduced 0.05%
1,955 $340,000
Q3 2022

Oct 24, 2022
SELL
$164.17 - $201.07 $164 - $201
-1 Reduced 0.05%
1,956 $323,000
Q2 2022

Aug 10, 2022
SELL
$163.9 - $207.91 $1,639 - $2,079
-10 Reduced 0.51%
1,957 $331,000
Q1 2022

May 13, 2022
SELL
$191.52 - $225.32 $102,271 - $120,320
-534 Reduced 21.35%
1,967 $403,000
Q4 2021

Aug 10, 2022
BUY
$212.12 - $242.56 $23,333 - $26,681
110 Added 4.6%
2,501 $556,000
Q4 2021

Apr 27, 2022
BUY
$212.12 - $242.56 $507,178 - $579,960
2,391 New
2,391 $515,000

Others Institutions Holding IWM

# of Institutions
2,937
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
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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