Iht Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 162,564 shares of IWM stock, worth $35.4 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

162,564

Previous 157,769 3.04%

Holding current value

$35.4 Million

Previous $34.9 Million 6.97%

% of portfolio

1.06%

Previous 1.17%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$198.1 - $229.79 $949,889 - $1.1 Million	4,795 Added 3.04%	162,564 $32.4 Million
Q4 2024 Feb 14, 2025	SELL	$216.13 - $242.4 $29 Million - $32.5 Million	-134,177 Reduced 45.96%	157,769 $34.9 Million
Q3 2024 Nov 14, 2024	BUY	$200.87 - $224.6 $34.7 Million - $38.8 Million	172,626 Added 144.67%	291,946 $64.5 Million
Q2 2024 Aug 14, 2024	BUY	$192.84 - $209.44 $2.46 Million - $2.67 Million	12,768 Added 11.98%	119,320 $24.2 Million
Q1 2024 May 15, 2024	SELL	$189.48 - $210.3 $123,919 - $137,536	-654 Reduced 0.61%	106,552 $22.4 Million
Q4 2023 Feb 14, 2024	BUY	$162.21 - $204.82 $2.72 Million - $3.43 Million	16,761 Added 18.53%	107,206 $21.5 Million
Q3 2023 Nov 14, 2023	SELL	$174.36 - $198.71 $324,135 - $369,401	-1,859 Reduced 2.01%	90,445 $16 Million
Q2 2023 Aug 14, 2023	BUY	$170.4 - $187.93 $1.3 Million - $1.43 Million	7,601 Added 8.97%	92,304 $17.3 Million
Q1 2023 May 15, 2023	BUY	$170.25 - $198.32 $1.73 Million - $2.01 Million	10,156 Added 13.62%	84,703 $15.1 Million
Q4 2022 Feb 14, 2023	BUY	$166.81 - $188.05 $3.35 Million - $3.78 Million	20,100 Added 36.92%	74,547 $13 Million
Q3 2022 Nov 22, 2022	BUY	$164.17 - $201.07 $2.02 Million - $2.47 Million	12,298 Added 29.18%	54,447 $8.98 Million
Q2 2022 Aug 15, 2022	BUY	$163.9 - $207.91 $1.38 Million - $1.76 Million	8,443 Added 25.05%	42,149 $7.14 Million
Q1 2022 May 16, 2022	BUY	$191.52 - $225.32 $1.06 Million - $1.25 Million	5,531 Added 19.63%	33,706 $6.92 Million
Q4 2021 Feb 14, 2022	BUY	$212.12 - $242.56 $1.44 Million - $1.65 Million	6,804 Added 31.84%	28,175 $6.27 Million
Q3 2021 Nov 15, 2021	SELL	$211.73 - $231.39 $3.35 Million - $3.66 Million	-15,813 Reduced 42.53%	21,371 $4.68 Million
Q2 2021 Aug 16, 2021	BUY	$211.85 - $232.89 $1.37 Million - $1.51 Million	6,465 Added 21.05%	37,184 $8.53 Million
Q1 2021 May 18, 2021	BUY	$193.5 - $234.42 $625,972 - $758,348	3,235 Added 11.77%	30,719 $6.79 Million
Q4 2020 Feb 17, 2021	BUY	$152.18 - $199.14 $264,945 - $346,702	1,741 Added 6.76%	27,484 $5.39 Million
Q3 2020 Nov 19, 2020	SELL	$139.07 - $158.46 $79,548 - $90,639	-572 Reduced 2.17%	25,743 $3.86 Million
Q2 2020 Aug 14, 2020	SELL	$104.62 - $153.09 $838,424 - $1.23 Million	-8,014 Reduced 23.34%	26,315 $3.77 Million
Q1 2020 May 13, 2020	SELL	$99.9 - $169.53 $396,303 - $672,525	-3,967 Reduced 10.36%	34,329 $3.93 Million
Q4 2019 Feb 18, 2020	BUY	$146.46 - $166.68 $187,175 - $213,017	1,278 Added 3.45%	38,296 $6.34 Million
Q3 2019 Nov 15, 2019	BUY	$144.85 - $157.9 $1.03 Million - $1.12 Million	7,121 Added 23.82%	37,018 $5.6 Million
Q2 2019 Aug 12, 2019	BUY	$145.86 - $160.71 $82,994 - $91,443	569 Added 1.94%	29,897 $4.65 Million
Q1 2019 May 16, 2019	SELL	$132.25 - $158.24 $1.12 Million - $1.34 Million	-8,469 Reduced 22.41%	29,328 $4.49 Million
Q4 2018 Feb 15, 2019	BUY	$125.88 - $166.33 $578,796 - $764,785	4,598 Added 13.85%	37,797 $5.06 Million
Q3 2018 Nov 14, 2018	BUY	$164.2 - $173.02 $1.04 Million - $1.09 Million	6,305 Added 23.44%	33,199 $5.6 Million
Q2 2018 Aug 13, 2018	BUY	$148.13 - $169.97 $760,055 - $872,116	5,131 Added 23.58%	26,894 $4.4 Million
Q1 2018 May 15, 2018	BUY	$145.44 - $159.96 $351,819 - $386,943	2,419 Added 12.51%	21,763 $3.22 Million
Q4 2017 Feb 14, 2018	BUY	$145.63 - $154.3 $372,084 - $394,236	2,555 Added 15.22%	19,344 $3 Million
Q3 2017 Nov 14, 2017	BUY	$144.61 - $148.18 $2.43 Million - $2.49 Million	16,789	16,789 $2.51 Million

Others Institutions Holding IWM

# of Institutions

2,862

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Iht Wealth Management, LLC Ishares Russell 2000 ETF Transaction History