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 $18.9 Million. This represents 7.66% of its overall portfolio holdings.

Number of Shares
90,468
Previous 84,502 7.06%
Holding current value
$18.9 Million
Previous $18.7 Million 3.34%
% of portfolio
7.66%
Previous 7.17%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,857
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Iron Bridge Private Wealth, LLC Portfolio

Follow Iron Bridge Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iron Bridge Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Bridge Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email