Lowe Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Lowe Wealth Advisors, LLC

$232 Million
Q4 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 456 shares of IWM stock, worth $104,100. This represents 0.04% of its overall portfolio holdings.

Number of Shares

456

Previous 25 1724.0%

Holding current value

$104,100

Previous $5,000 1900.0%

% of portfolio

0.04%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$216.13 - $242.4 $93,152 - $104,474	431 Added 1724.0%	456 $100,000
Q3 2024 Oct 02, 2024	SELL	$200.87 - $224.6 $4,017 - $4,492	-20 Reduced 44.44%	25 $5,000
Q2 2024 Jul 09, 2024	SELL	$192.84 - $209.44 $771 - $837	-4 Reduced 8.16%	45 $9,000
Q4 2023 Jan 04, 2024	SELL	$162.21 - $204.82 $16,221 - $20,482	-100 Reduced 67.11%	49 $9,000
Q3 2023 Oct 20, 2023	SELL	$174.36 - $198.71 $294,319 - $335,422	-1,688 Reduced 91.89%	149 $26,000
Q2 2023 Jul 06, 2023	BUY	$170.4 - $187.93 $279,285 - $308,017	1,639 Added 827.78%	1,837 $344,000
Q1 2023 Apr 05, 2023	BUY	$170.25 - $198.32 $6,810 - $7,932	40 Added 25.32%	198 $35,000
Q1 2022 Apr 08, 2022	SELL	$191.52 - $225.32 $110,124 - $129,559	-575 Reduced 78.44%	158 $32,000
Q4 2021 Jan 18, 2022	BUY	$212.12 - $242.56 $114,544 - $130,982	540 Added 279.79%	733 $163,000
Q3 2020 Oct 16, 2020	SELL	$139.07 - $158.46 $2,086 - $2,376	-15 Reduced 7.21%	193 $29,000
Q2 2020 Jul 08, 2020	SELL	$104.62 - $153.09 $577,502 - $845,056	-5,520 Reduced 96.37%	208 $30,000
Q1 2020 Apr 10, 2020	BUY	$99.9 - $169.53 $565,434 - $959,539	5,660 Added 8323.53%	5,728 $656,000
Q3 2019 Oct 08, 2019	SELL	$144.85 - $157.9 $37,661 - $41,054	-260 Reduced 79.27%	68 $10,000
Q2 2019 Jul 10, 2019	SELL	$145.86 - $160.71 $82,702 - $91,122	-567 Reduced 63.35%	328 $51,000
Q2 2018 Jul 12, 2018	BUY	$148.13 - $169.97 $4,443 - $5,099	30 Added 3.47%	895 $147,000
Q3 2017 Oct 05, 2017	BUY	$144.61 - $148.18 $125,087 - $128,175	865	865 $128,000

Others Institutions Holding IWM

# of Institutions

2,723

Shares Held

306M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Lowe Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History