Liberty Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Liberty Wealth Management LLC

$546 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$212.12 - $242.56 $124,726 - $142,625	-588 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$211.73 - $231.39 $44,675 - $48,823	211 Added 55.97%	588 $133,000
Q2 2021 Aug 13, 2021	SELL	$211.85 - $232.89 $18.3 Million - $20.1 Million	-86,169 Reduced 99.56%	377 $87,000
Q2 2021 Aug 13, 2021	BUY	$211.85 - $232.89 $18.3 Million - $20.1 Million	86,170 Added 22917.55%	86,546 $377,000
Q4 2020 Feb 09, 2021	BUY	$152.18 - $199.14 $31,805 - $41,620	209 Added 125.15%	376 $79,000
Q3 2020 Nov 05, 2020	BUY	$139.07 - $158.46 $12,655 - $14,419	91 Added 119.74%	167 $25,000
Q2 2020 Aug 04, 2020	BUY	$104.62 - $153.09 $7,009 - $10,257	67 Added 744.44%	76 $11,000
Q1 2020 Apr 27, 2020	SELL	$99.9 - $169.53 $2,497 - $4,238	-25 Reduced 73.53%	9 $1,000
Q4 2019 Feb 05, 2020	BUY	$146.46 - $166.68 $3,661 - $4,167	25 Added 277.78%	34 $6,000
Q4 2018 Mar 26, 2019	BUY	$125.88 - $166.33 $1,132 - $1,496	9 New	9 $1,000

Others Institutions Holding IWM

# of Institutions

2,547

Shares Held

294M

Call Options Held

232M

Put Options Held

363M

Bank Of America Corp Charlotte, NC

34M
Shares

$7.66 Billion
0.62% of portfolio
Goldman Sachs Group Inc New York, NY

22.4M
Shares

$5.05 Billion
0.78% of portfolio
Wells Fargo & Company San Francisco, CA

20.7M
Shares

$4.67 Billion
1.03% of portfolio
Morgan Stanley New York, NY

18.3M
Shares

$4.12 Billion
0.29% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

10.6M
Shares

$2.4 Billion
6.35% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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