Kopp Family Office, LLC Ishares Russell 2000 ETF Transaction History

Kopp Family Office, LLC

$158 Million
Q4 2024

A detailed history of Kopp Family Office, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Kopp Family Office, LLC holds 33,955 shares of IWM stock, worth $7.08 Million. This represents 6.19% of its overall portfolio holdings.

Number of Shares

33,955

Previous 33,955 -0.0%

Holding current value

$7.08 Million

Previous $9.64 Million 1.35%

% of portfolio

6.19%

Previous 6.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Dec 31, 2024	SELL	$200.87 - $224.6 $11 Million - $12.3 Million	-54,950 Reduced 61.81%	33,955 $9.64 Million
Q2 2024 Jul 29, 2024	SELL	$192.84 - $209.44 $3.34 Million - $3.63 Million	-17,345 Reduced 16.32%	88,905 $23.3 Million
Q1 2024 Jun 17, 2024	SELL	$189.48 - $210.3 $1.37 Million - $1.52 Million	-7,205 Reduced 6.35%	106,250 $28.8 Million
Q4 2023 Feb 13, 2024	SELL	$162.21 - $204.82 $1.58 Million - $1.99 Million	-9,720 Reduced 7.89%	113,455 $28.6 Million
Q3 2023 Nov 14, 2023	SELL	$174.36 - $198.71 $3.63 Million - $4.13 Million	-20,800 Reduced 14.45%	123,175 $27.6 Million
Q2 2023 Aug 14, 2023	SELL	$170.4 - $187.93 $2.47 Million - $2.72 Million	-14,490 Reduced 9.14%	143,975 $34.9 Million
Q1 2023 May 15, 2023	BUY	$170.25 - $198.32 $2.05 Million - $2.39 Million	12,065 Added 8.24%	158,465 $35.9 Million
Q4 2022 Feb 14, 2023	BUY	$166.81 - $188.05 $24.4 Million - $27.5 Million	146,400 New	146,400 $31.4 Million

Others Institutions Holding IWM

# of Institutions

2,941

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Kopp Family Office, LLC Ishares Russell 2000 ETF Transaction History