Lifestyle Asset Management, Inc. Ishares Russell 2000 ETF Transaction History

Lifestyle Asset Management, Inc.

  • $214 Billion
  • Q2 2025

A detailed history of Lifestyle Asset Management, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 7,338 shares of IWM stock, worth $1.62 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
7,338
Previous 7,070 3.79%
Holding current value
$1.62 Million
Previous $1.41 Billion 12.27%
% of portfolio
0.74%
Previous 0.78%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$174.82 - $215.79 $46,851 - $57,831
268 Added 3.79%
7,338 $1.58 Billion
Q1 2025

Apr 10, 2025
BUY
$198.1 - $229.79 $208,995 - $242,428
1,055 Added 17.54%
7,070 $1.41 Billion
Q4 2024

Jan 17, 2025
BUY
$216.13 - $242.4 $25,287 - $28,360
117 Added 1.98%
6,015 $1.33 Billion
Q3 2024

Oct 31, 2024
BUY
$200.87 - $224.6 $18,078 - $20,214
90 Added 1.55%
5,898 $1.3 Billion
Q2 2024

Jul 19, 2024
SELL
$192.84 - $209.44 $11,377 - $12,356
-59 Reduced 1.01%
5,808 $1.18 Billion
Q1 2024

Apr 19, 2024
SELL
$189.48 - $210.3 $100,234 - $111,248
-529 Reduced 8.27%
5,867 $1.23 Billion
Q4 2023

Feb 12, 2024
SELL
$162.21 - $204.82 $11.7 Million - $14.8 Million
-72,425 Reduced 91.89%
6,396 $1.28 Billion
Q3 2023

Oct 05, 2023
BUY
$174.36 - $198.71 $54,923 - $62,593
315 Added 0.4%
78,821 $13.9 Billion
Q2 2023

Jul 13, 2023
BUY
$170.4 - $187.93 $393,453 - $433,930
2,309 Added 3.03%
78,506 $14.7 Billion
Q1 2023

Apr 21, 2023
BUY
$170.25 - $198.32 $800,515 - $932,500
4,702 Added 6.58%
76,197 $13.6 Billion
Q4 2022

Apr 20, 2023
BUY
$166.81 - $188.05 $11.9 Million - $13.4 Million
71,495 New
71,495 $12.5 Billion

Others Institutions Holding IWM

# of Institutions
2,906
Shares Held
315M
Call Options Held
231M
Put Options Held
546M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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