Lbmc Investment Advisors, LLC Ishares Russell 2000 ETF Transaction History

Lbmc Investment Advisors, LLC

$1.26 Billion
Q1 2025

A detailed history of Lbmc Investment Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 710,187 shares of IWM stock, worth $138 Million. This represents 11.29% of its overall portfolio holdings.

Number of Shares

710,187

Previous 714,873 0.66%

Holding current value

$138 Million

Previous $158 Million 9.88%

% of portfolio

11.29%

Previous 12.53%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$198.1 - $229.79 $928,296 - $1.08 Million	-4,686 Reduced 0.66%	710,187 $142 Million
Q4 2024 Jan 16, 2025	BUY	$216.13 - $242.4 $1.21 Million - $1.36 Million	5,608 Added 0.79%	714,873 $158 Million
Q3 2024 Oct 08, 2024	BUY	$200.87 - $224.6 $2.51 Million - $2.81 Million	12,519 Added 1.8%	709,265 $157 Million
Q2 2024 Jul 11, 2024	SELL	$192.84 - $209.44 $1.84 Million - $2 Million	-9,528 Reduced 1.35%	696,746 $141 Million
Q1 2024 Apr 12, 2024	BUY	$189.48 - $210.3 $884,682 - $981,890	4,669 Added 0.67%	706,274 $149 Million
Q4 2023 Jan 16, 2024	SELL	$162.21 - $204.82 $1.41 Million - $1.77 Million	-8,662 Reduced 1.22%	701,605 $141 Million
Q3 2023 Oct 05, 2023	SELL	$174.36 - $198.71 $1.15 Million - $1.31 Million	-6,613 Reduced 0.92%	710,267 $126 Million
Q2 2023 Jul 17, 2023	SELL	$170.4 - $187.93 $1.85 Million - $2.04 Million	-10,855 Reduced 1.49%	716,880 $134 Million
Q1 2023 Apr 10, 2023	SELL	$170.25 - $198.32 $464,442 - $541,016	-2,728 Reduced 0.37%	727,735 $130 Million
Q4 2022 Jan 10, 2023	SELL	$166.81 - $188.05 $1.4 Million - $1.58 Million	-8,411 Reduced 1.14%	730,463 $0
Q3 2022 Oct 07, 2022	BUY	$164.17 - $201.07 $702,319 - $860,177	4,278 Added 0.58%	738,874 $122 Million
Q2 2022 Jul 07, 2022	SELL	$163.9 - $207.91 $7.54 Million - $9.57 Million	-46,031 Reduced 5.9%	734,596 $124 Million
Q1 2022 Apr 11, 2022	BUY	$191.52 - $225.32 $2.16 Million - $2.54 Million	11,276 Added 1.47%	780,627 $160 Million
Q4 2021 Mar 17, 2022	BUY	$212.12 - $242.56 $162 Million - $185 Million	761,413 Added 9592.0%	769,351 $171 Million
Q3 2021 Nov 15, 2021	SELL	$211.73 - $231.39 $158 Million - $172 Million	-745,282 Reduced 98.95%	7,938 $171 Million
Q2 2021 Aug 02, 2021	BUY	$211.85 - $232.89 $5 Million - $5.49 Million	23,588 Added 3.23%	753,220 $173 Million
Q1 2021 Apr 20, 2021	BUY	$193.5 - $234.42 $3.37 Million - $4.09 Million	17,426 Added 2.45%	729,632 $161 Million
Q4 2020 Jan 21, 2021	BUY	$152.18 - $199.14 $185,963 - $243,349	1,222 Added 0.17%	712,206 $140 Million
Q3 2020 Oct 20, 2020	BUY	$139.07 - $158.46 $3.53 Million - $4.03 Million	25,418 Added 3.71%	710,984 $106 Million
Q2 2020 Jul 14, 2020	SELL	$104.62 - $153.09 $4.66 Million - $6.82 Million	-44,543 Reduced 6.1%	685,566 $98.2 Million
Q1 2020 Apr 21, 2020	BUY	$99.9 - $169.53 $1.76 Million - $2.98 Million	17,586 Added 2.47%	730,109 $83.6 Million
Q4 2019 Jan 22, 2020	BUY	$146.46 - $166.68 $315,035 - $358,528	2,151 Added 0.3%	712,523 $118 Million
Q3 2019 Oct 24, 2019	SELL	$144.85 - $157.9 $197,720 - $215,533	-1,365 Reduced 0.19%	710,372 $108 Million
Q2 2019 Jul 18, 2019	BUY	$145.86 - $160.71 $2.04 Million - $2.25 Million	14,014 Added 2.01%	711,737 $111 Million
Q1 2019 Apr 26, 2019	BUY	$132.25 - $158.24 $2.57 Million - $3.07 Million	19,409 Added 2.86%	697,723 $107 Million
Q4 2018 Feb 01, 2019	SELL	$125.88 - $166.33 $1.91 Million - $2.53 Million	-15,200 Reduced 2.19%	678,314 $90.8 Million
Q3 2018 Nov 08, 2018	BUY	$164.2 - $173.02 $1.98 Million - $2.09 Million	12,079 Added 1.77%	693,514 $117 Million
Q2 2018 Aug 03, 2018	BUY	$148.13 - $169.97 $1.38 Million - $1.58 Million	9,307 Added 1.38%	681,435 $112 Million
Q1 2018 May 04, 2018	SELL	$145.44 - $159.96 $3.89 Million - $4.28 Million	-26,768 Reduced 3.83%	672,128 $102 Million
Q4 2017 Feb 08, 2018	BUY	$145.63 - $154.3 $1.99 Million - $2.11 Million	13,671 Added 2.0%	698,896 $107 Million
Q3 2017 Nov 08, 2017	SELL	$144.61 - $148.18 $1.73 Million - $1.78 Million	-11,982 Reduced 1.72%	685,225 $102 Million
Q2 2017 Aug 08, 2017	BUY	N/A	697,207	697,207 $98.3 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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lbmc Investment Advisors, LLC with notifications on news.

Account

Lbmc Investment Advisors, LLC Ishares Russell 2000 ETF Transaction History