Lowery Thomas, LLC Ishares Russell 2000 ETF Transaction History

Lowery Thomas, LLC

  • $154 Million
  • Q2 2025

A detailed history of Lowery Thomas, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Lowery Thomas, LLC holds 4,991 shares of IWM stock, worth $1.19 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
4,991
Previous 4,778 4.46%
Holding current value
$1.19 Million
Previous $953,000 13.01%
% of portfolio
0.7%
Previous 0.66%

Shares

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

Jul 18, 2025
BUY
$174.82 - $215.79 $37,236 - $45,963
213 Added 4.46%
4,991 $1.08 Million
Q1 2025

May 05, 2025
SELL
$198.1 - $229.79 $7,924 - $9,191
-40 Reduced 0.83%
4,778 $953,000
Q4 2024

Feb 07, 2025
BUY
$216.13 - $242.4 $3,025 - $3,393
14 Added 0.29%
4,818 $1.06 Million
Q3 2024

Nov 08, 2024
BUY
$200.87 - $224.6 $3,213 - $3,593
16 Added 0.33%
4,804 $1.06 Million
Q2 2024

Aug 02, 2024
BUY
$192.84 - $209.44 $2,506 - $2,722
13 Added 0.27%
4,788 $971,000
Q1 2024

May 10, 2024
SELL
$189.48 - $210.3 $89,434 - $99,261
-472 Reduced 9.0%
4,775 $1 Million
Q4 2023

Feb 05, 2024
BUY
$162.21 - $204.82 $6,650 - $8,397
41 Added 0.79%
5,247 $1.05 Million
Q3 2023

Nov 01, 2023
BUY
$174.36 - $198.71 $57,713 - $65,773
331 Added 6.79%
5,206 $920,000
Q2 2023

Jul 31, 2023
SELL
$170.4 - $187.93 $4,089 - $4,510
-24 Reduced 0.49%
4,875 $912,000
Q1 2023

May 04, 2023
SELL
$170.25 - $198.32 $3,234 - $3,768
-19 Reduced 0.39%
4,899 $873,000
Q4 2022

Feb 10, 2023
SELL
$166.81 - $188.05 $11,676 - $13,163
-70 Reduced 1.4%
4,918 $857,000
Q2 2022

Aug 15, 2022
SELL
$163.9 - $207.91 $98,831 - $125,369
-603 Reduced 10.79%
4,988 $845,000
Q1 2022

May 10, 2022
SELL
$191.52 - $225.32 $65,499 - $77,059
-342 Reduced 5.76%
5,591 $1.15 Million
Q4 2021

May 10, 2022
BUY
$212.12 - $242.56 $1.26 Million - $1.44 Million
5,933 New
5,933 $1.32 Million

Others Institutions Holding IWM

# of Institutions
2,932
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Lowery Thomas, LLC Portfolio

Follow Lowery Thomas, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Lowery Thomas, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email