Kcm Investment Advisors LLC Ishares Russell 2000 ETF Transaction History

Kcm Investment Advisors LLC

$2.74 Billion
Q1 2025

A detailed history of Kcm Investment Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 9,784 shares of IWM stock, worth $2.01 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,784

Previous 7,568 29.28%

Holding current value

$2.01 Million

Previous $1.67 Million 16.69%

% of portfolio

0.07%

Previous 0.06%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$198.1 - $229.79 $438,989 - $509,214	2,216 Added 29.28%	9,784 $1.95 Million
Q4 2024 Feb 12, 2025	BUY	$216.13 - $242.4 $707,177 - $793,132	3,272 Added 76.16%	7,568 $1.67 Million
Q3 2024 Nov 06, 2024	BUY	$200.87 - $224.6 $76,732 - $85,797	382 Added 9.76%	4,296 $948,000
Q2 2024 Jul 29, 2024	BUY	$192.84 - $209.44 $32,204 - $34,976	167 Added 4.46%	3,914 $794,000
Q1 2024 May 07, 2024	BUY	$189.48 - $210.3 $183,037 - $203,149	966 Added 34.74%	3,747 $787,000
Q4 2023 Feb 13, 2024	SELL	$162.21 - $204.82 $1,622 - $2,048	-10 Reduced 0.36%	2,781 $558,000
Q2 2023 Aug 09, 2023	SELL	$170.4 - $187.93 $2,215 - $2,443	-13 Reduced 0.46%	2,791 $522,000
Q1 2023 May 09, 2023	SELL	$170.25 - $198.32 $5,618 - $6,544	-33 Reduced 1.16%	2,804 $500,000
Q4 2022 Jan 31, 2023	SELL	$166.81 - $188.05 $10,842 - $12,223	-65 Reduced 2.24%	2,837 $495,000
Q3 2022 Nov 10, 2022	BUY	$164.17 - $201.07 $3,283 - $4,021	20 Added 0.69%	2,902 $479,000
Q2 2022 Aug 15, 2022	BUY	$163.9 - $207.91 $3,933 - $4,989	24 Added 0.84%	2,882 $488,000
Q1 2022 May 13, 2022	SELL	$191.52 - $225.32 $99,973 - $117,617	-522 Reduced 15.44%	2,858 $587,000
Q4 2021 Feb 14, 2022	BUY	$212.12 - $242.56 $14,848 - $16,979	70 Added 2.11%	3,380 $752,000
Q2 2021 Oct 21, 2021	SELL	$211.85 - $232.89 $208,672 - $229,396	-985 Reduced 22.93%	3,310 $759,000
Q2 2021 Aug 12, 2021	BUY	$211.85 - $232.89 $132,618 - $145,789	626 Added 17.06%	4,295 $985,000
Q1 2021 May 13, 2021	BUY	$193.5 - $234.42 $117,841 - $142,761	609 Added 19.9%	3,669 $811,000
Q4 2020 Feb 19, 2021	BUY	$152.18 - $199.14 $38,045 - $49,785	250 Added 8.9%	3,060 $600,000
Q3 2020 Nov 16, 2020	SELL	$139.07 - $158.46 $16,688 - $19,015	-120 Reduced 4.1%	2,810 $421,000
Q2 2020 Aug 14, 2020	SELL	$104.62 - $153.09 $26,155 - $38,272	-250 Reduced 7.86%	2,930 $420,000
Q1 2020 Apr 27, 2020	SELL	$99.9 - $169.53 $26,273 - $44,586	-263 Reduced 7.64%	3,180 $364,000
Q4 2019 Feb 18, 2020	BUY	$146.46 - $166.68 $15,817 - $18,001	108 Added 3.24%	3,443 $570,000
Q3 2019 Nov 15, 2019	SELL	$144.85 - $157.9 $13,760 - $15,000	-95 Reduced 2.77%	3,335 $505,000
Q2 2019 Aug 14, 2019	BUY	$145.86 - $160.71 $94,809 - $104,461	650 Added 23.38%	3,430 $533,000
Q2 2018 Aug 10, 2018	SELL	$148.13 - $169.97 $111,986 - $128,497	-756 Reduced 21.38%	2,780 $455,000
Q4 2017 Feb 22, 2018	SELL	$145.63 - $154.3 $14,563 - $15,430	-100 Reduced 2.75%	3,536 $539,000
Q3 2017 Nov 13, 2017	BUY	$144.61 - $148.18 $525,801 - $538,782	3,636	3,636 $539,000

Others Institutions Holding IWM

# of Institutions

2,856

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

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kcm Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kcm Investment Advisors LLC with notifications on news.

Account

Kcm Investment Advisors LLC Ishares Russell 2000 ETF Transaction History