Keystone Wealth Services, LLC Ishares Russell 2000 ETF Transaction History

Keystone Wealth Services, LLC

$340 Million
Q1 2025

A detailed history of Keystone Wealth Services, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 6,711 shares of IWM stock, worth $1.31 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

6,711

Previous 6,853 2.07%

Holding current value

$1.31 Million

Previous $1.51 Million 11.62%

% of portfolio

0.39%

Previous 0.43%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$198.1 - $229.79 $28,130 - $32,630	-142 Reduced 2.07%	6,711 $1.34 Million
Q4 2024 Feb 06, 2025	BUY	$216.13 - $242.4 $14,480 - $16,240	67 Added 0.99%	6,853 $1.51 Million
Q3 2024 Oct 15, 2024	BUY	$200.87 - $224.6 $50,016 - $55,925	249 Added 3.81%	6,786 $1.5 Million
Q2 2024 Jul 12, 2024	SELL	$192.84 - $209.44 $39,532 - $42,935	-205 Reduced 3.04%	6,537 $1.33 Million
Q1 2024 Apr 12, 2024	BUY	$189.48 - $210.3 $2,842 - $3,154	15 Added 0.22%	6,742 $1.42 Million
Q4 2023 Jan 17, 2024	SELL	$162.21 - $204.82 $203,573 - $257,049	-1,255 Reduced 15.72%	6,727 $1.35 Million
Q3 2023 Oct 05, 2023	SELL	$174.36 - $198.71 $95,374 - $108,694	-547 Reduced 6.41%	7,982 $1.41 Million
Q2 2023 Jul 20, 2023	BUY	$170.4 - $187.93 $20,448 - $22,551	120 Added 1.43%	8,529 $1.6 Million
Q1 2023 Apr 07, 2023	SELL	$170.25 - $198.32 $65,035 - $75,758	-382 Reduced 4.35%	8,409 $1.5 Million
Q4 2022 Feb 09, 2023	BUY	$166.81 - $188.05 $158,469 - $178,647	950 Added 12.12%	8,791 $1.53 Million
Q3 2022 Oct 31, 2022	BUY	$164.17 - $201.07 $48,265 - $59,114	294 Added 3.9%	7,841 $1.29 Million
Q2 2022 Jul 13, 2022	SELL	$163.9 - $207.91 $89,981 - $114,142	-549 Reduced 6.78%	7,547 $1.28 Million
Q1 2022 Apr 21, 2022	BUY	$191.52 - $225.32 $583,561 - $686,550	3,047 Added 60.35%	8,096 $1.66 Million
Q4 2021 Feb 14, 2022	BUY	$212.12 - $242.56 $1.07 Million - $1.22 Million	5,049 New	5,049 $1.12 Million

Others Institutions Holding IWM

# of Institutions

2,893

Shares Held

299M

Call Options Held

213M

Put Options Held

498M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Keystone Wealth Services, LLC Ishares Russell 2000 ETF Transaction History