Iron Bridge Private Wealth, LLC Ishares Russell 2000 ETF Transaction History

Iron Bridge Private Wealth, LLC

$236 Million
Q1 2025

A detailed history of Iron Bridge Private Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Iron Bridge Private Wealth, LLC holds 90,468 shares of IWM stock, worth $22.2 Million. This represents 7.66% of its overall portfolio holdings.

Number of Shares

90,468

Previous 84,502 7.06%

Holding current value

$22.2 Million

Previous $18.7 Million 3.34%

% of portfolio

7.66%

Previous 7.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$198.1 - $229.79 $1.18 Million - $1.37 Million	5,966 Added 7.06%	90,468 $18 Million
Q4 2024 Feb 13, 2025	BUY	$216.13 - $242.4 $316,630 - $355,116	1,465 Added 1.76%	84,502 $18.7 Million
Q3 2024 Nov 14, 2024	BUY	$200.87 - $224.6 $3.42 Million - $3.82 Million	17,009 Added 25.76%	83,037 $18.3 Million
Q2 2024 Aug 14, 2024	BUY	$192.84 - $209.44 $1.04 Million - $1.13 Million	5,375 Added 8.86%	66,028 $13.4 Million
Q1 2024 May 15, 2024	BUY	$189.48 - $210.3 $3.04 Million - $3.37 Million	16,033 Added 35.93%	60,653 $12.8 Million
Q4 2023 Feb 12, 2024	BUY	$162.21 - $204.82 $7.24 Million - $9.14 Million	44,620 New	44,620 $8.96 Million
Q2 2023 Aug 08, 2023	BUY	$170.4 - $187.93 $3.57 Million - $3.94 Million	20,942 New	20,942 $3.92 Million
Q1 2021 Jun 21, 2021	BUY	$193.5 - $234.42 $1,548 - $1,875	8 Added 32.0%	33 $7,000
Q4 2020 Mar 24, 2021	BUY	$152.18 - $199.14 $3,804 - $4,978	25 New	25 $5,000

Others Institutions Holding IWM

# of Institutions

2,922

Shares Held

304M

Call Options Held

285M

Put Options Held

617M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Iron Bridge Private Wealth, LLC Ishares Russell 2000 ETF Transaction History