Iag Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

Iag Wealth Partners, LLC

$544 Million
Q4 2024

A detailed history of Iag Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 2,222 shares of IWM stock, worth $479,240. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,222

Previous 2,186 1.65%

Holding current value

$479,240

Previous $482,000 1.66%

% of portfolio

0.09%

Previous 0.09%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$216.13 - $242.4 $7,780 - $8,726	36 Added 1.65%	2,222 $490,000
Q3 2024 Oct 29, 2024	BUY	$200.87 - $224.6 $41,580 - $46,492	207 Added 10.46%	2,186 $482,000
Q2 2024 Jul 16, 2024	SELL	$192.84 - $209.44 $17,355 - $18,849	-90 Reduced 4.35%	1,979 $401,000
Q1 2024 Apr 24, 2024	BUY	$189.48 - $210.3 $2,842 - $3,154	15 Added 0.73%	2,069 $435,000
Q4 2023 Feb 02, 2024	BUY	$162.21 - $204.82 $30,171 - $38,096	186 Added 9.96%	2,054 $412,000
Q3 2023 Oct 24, 2023	SELL	$174.36 - $198.71 $34,000 - $38,748	-195 Reduced 9.45%	1,868 $330,000
Q1 2023 Apr 25, 2023	SELL	$170.25 - $198.32 $37,795 - $44,027	-222 Reduced 9.72%	2,063 $368,000
Q4 2022 Feb 08, 2023	BUY	$166.81 - $188.05 $41,702 - $47,012	250 Added 12.29%	2,285 $398,000
Q3 2022 Oct 26, 2022	SELL	$164.17 - $201.07 $33,326 - $40,817	-203 Reduced 9.07%	2,035 $336,000
Q2 2022 Aug 03, 2022	BUY	$163.9 - $207.91 $33,435 - $42,413	204 Added 10.03%	2,238 $379,000
Q1 2022 May 04, 2022	BUY	$191.52 - $225.32 $23,365 - $27,489	122 Added 6.38%	2,034 $418,000
Q4 2021 Feb 14, 2022	BUY	$212.12 - $242.56 $38,181 - $43,660	180 Added 10.39%	1,912 $425,000
Q3 2021 Nov 04, 2021	BUY	$211.73 - $231.39 $72,411 - $79,135	342 Added 24.6%	1,732 $379,000
Q2 2021 Aug 04, 2021	SELL	$211.85 - $232.89 $9,745 - $10,712	-46 Reduced 3.2%	1,390 $319,000
Q1 2021 Apr 29, 2021	SELL	$193.5 - $234.42 $1,935 - $2,344	-10 Reduced 0.69%	1,436 $318,000
Q2 2020 Feb 11, 2021	BUY	$104.62 - $153.09 $8,369 - $12,247	80 Added 5.86%	1,446 $208,000
Q1 2020 Feb 11, 2021	BUY	$99.9 - $169.53 $51,748 - $87,816	518 Added 61.08%	1,366 $157,000
Q4 2019 Feb 11, 2021	BUY	$146.46 - $166.68 $124,198 - $141,344	848 New	848 $141,000

Others Institutions Holding IWM

# of Institutions

2,933

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Iag Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History