Marshall & Sullivan Inc Ishares Russell 2000 ETF Transaction History

Marshall & Sullivan Inc

  • $191 Million
  • Q2 2025

A detailed history of Marshall & Sullivan Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Marshall & Sullivan Inc holds 112,163 shares of IWM stock, worth $27.6 Million. This represents 12.65% of its overall portfolio holdings.

Number of Shares
112,163
Previous 113,524 1.2%
Holding current value
$27.6 Million
Previous $22.8 Million 6.36%
% of portfolio
12.65%
Previous 12.53%

Shares

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

Jul 11, 2025
SELL
$174.82 - $215.79 $237,930 - $293,690
-1,361 Reduced 1.2%
112,163 $24.2 Million
Q1 2025

Apr 09, 2025
SELL
$198.1 - $229.79 $463,752 - $537,938
-2,341 Reduced 2.02%
113,524 $22.8 Million
Q4 2024

Jan 13, 2025
BUY
$216.13 - $242.4 $424,695 - $476,316
1,965 Added 1.73%
115,865 $25.6 Million
Q3 2024

Oct 09, 2024
SELL
$200.87 - $224.6 $317,977 - $355,541
-1,583 Reduced 1.37%
113,900 $25.2 Million
Q2 2024

Jul 12, 2024
BUY
$192.84 - $209.44 $164,299 - $178,442
852 Added 0.74%
115,483 $23.4 Million
Q1 2024

Apr 10, 2024
BUY
$189.48 - $210.3 $11,179 - $12,407
59 Added 0.05%
114,631 $24.1 Million
Q4 2023

Jan 11, 2024
BUY
$162.21 - $204.82 $933,518 - $1.18 Million
5,755 Added 5.29%
114,572 $23 Million
Q3 2023

Oct 06, 2023
SELL
$174.36 - $198.71 $42,718 - $48,683
-245 Reduced 0.22%
108,817 $19.2 Million
Q2 2023

Jul 12, 2023
BUY
$170.4 - $187.93 $401,292 - $442,575
2,355 Added 2.21%
109,062 $20.4 Million
Q1 2023

Apr 10, 2023
BUY
$170.25 - $198.32 $254,694 - $296,686
1,496 Added 1.42%
106,707 $19 Million
Q4 2022

Jan 18, 2023
SELL
$166.81 - $188.05 $263,726 - $297,307
-1,581 Reduced 1.48%
105,211 $0
Q3 2022

Oct 28, 2022
BUY
$164.17 - $201.07 $58,280 - $71,379
355 Added 0.33%
106,792 $17.6 Million
Q2 2022

Jul 06, 2022
BUY
$163.9 - $207.91 $103,748 - $131,607
633 Added 0.6%
106,437 $18 Million
Q1 2022

May 02, 2022
SELL
$191.52 - $225.32 $681,619 - $801,913
-3,559 Reduced 3.25%
105,804 $21.7 Million
Q4 2021

Jan 24, 2022
BUY
$212.12 - $242.56 $11,666 - $13,340
55 Added 0.05%
109,363 $24.3 Million
Q3 2021

Oct 19, 2021
BUY
$211.73 - $231.39 $577,811 - $631,463
2,729 Added 2.56%
109,308 $23.9 Million
Q2 2021

Aug 09, 2021
BUY
$211.85 - $232.89 $95,120 - $104,567
449 Added 0.42%
106,579 $24.4 Million
Q1 2021

May 04, 2021
BUY
$193.5 - $234.42 $16.5 Million - $20 Million
85,248 Added 408.24%
106,130 $23.4 Million
Q4 2020

Jan 29, 2021
SELL
$152.18 - $199.14 $12.9 Million - $16.9 Million
-84,678 Reduced 80.22%
20,882 $107 Million
Q3 2020

Nov 02, 2020
BUY
$139.07 - $158.46 $263,398 - $300,123
1,894 Added 1.83%
105,560 $15.8 Million
Q2 2020

Jul 14, 2020
BUY
$104.62 - $153.09 $275,778 - $403,545
2,636 Added 2.61%
103,666 $14.8 Million
Q1 2020

May 06, 2020
SELL
$99.9 - $169.53 $131,568 - $223,271
-1,317 Reduced 1.29%
101,030 $11.6 Million
Q4 2019

Jan 14, 2020
SELL
$146.46 - $166.68 $62,831 - $71,505
-429 Reduced 0.42%
102,347 $17 Million
Q3 2019

Oct 11, 2019
BUY
$144.85 - $157.9 $16,078 - $17,526
111 Added 0.11%
102,776 $15.6 Million
Q2 2019

Aug 05, 2019
BUY
$145.86 - $160.71 $338,249 - $372,686
2,319 Added 2.31%
102,665 $16 Million
Q1 2019

May 08, 2019
BUY
$132.25 - $158.24 $628,584 - $752,114
4,753 Added 4.97%
100,346 $15.4 Million
Q4 2018

Jan 28, 2019
SELL
$125.88 - $166.33 $129,152 - $170,654
-1,026 Reduced 1.06%
95,593 $12.8 Million
Q3 2018

Oct 29, 2018
BUY
$164.2 - $173.02 $15.9 Million - $16.7 Million
96,619 New
96,619 $16.3 Million
Q2 2018

Jul 31, 2018
SELL
$148.13 - $169.97 $13.8 Million - $15.9 Million
-93,364 Closed
0 $0
Q1 2018

Apr 30, 2018
SELL
$145.44 - $159.96 $391,524 - $430,612
-2,692 Reduced 2.8%
93,364 $14.2 Million
Q4 2017

Feb 09, 2018
BUY
$145.63 - $154.3 $14 Million - $14.8 Million
96,056 New
96,056 $14.6 Million
Q3 2017

Nov 09, 2017
SELL
$144.61 - $148.18 $13.9 Million - $14.2 Million
-95,936 Closed
0 $0
Q2 2017

Aug 09, 2017
BUY
N/A
95,936
95,936 $13.5 Million

Others Institutions Holding IWM

# of Institutions
2,923
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 Marshall & Sullivan Inc Portfolio

Follow Marshall & Sullivan Inc 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 Marshall & Sullivan Inc , based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sullivan Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email