Iam Advisory, LLC Ishares Russell 2000 ETF Transaction History

Iam Advisory, LLC

$381 Million
Q1 2025

A detailed history of Iam Advisory, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Iam Advisory, LLC holds 6,232 shares of IWM stock, worth $1.25 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

6,232

Previous 6,244 0.19%

Holding current value

$1.25 Million

Previous $1.38 Million 9.43%

% of portfolio

0.33%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$198.1 - $229.79 $2,377 - $2,757	-12 Reduced 0.19%	6,232 $1.25 Million
Q4 2024 Jan 15, 2025	BUY	$216.13 - $242.4 $8,429 - $9,453	39 Added 0.63%	6,244 $1.38 Million
Q3 2024 Oct 07, 2024	BUY	$200.87 - $224.6 $52,627 - $58,845	262 Added 4.41%	6,205 $1.37 Million
Q2 2024 Jul 12, 2024	BUY	$192.84 - $209.44 $1.15 Million - $1.24 Million	5,943 New	5,943 $1.21 Million
Q1 2023 Apr 10, 2023	SELL	$170.25 - $198.32 $226,262 - $263,567	-1,329 Reduced 22.06%	4,695 $837,000
Q4 2022 Jan 17, 2023	BUY	$166.81 - $188.05 $1 Million - $1.13 Million	6,024 New	6,024 $0
Q3 2021 Oct 14, 2021	SELL	$211.73 - $231.39 $115,181 - $125,876	-544 Closed	0 $0
Q2 2021 Jul 20, 2021	BUY	$211.85 - $232.89 $115,246 - $126,692	544 New	544 $124,000

Others Institutions Holding IWM

# of Institutions

2,946

Shares Held

301M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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