Modern Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 33,530 shares of IWM stock, worth $8.22 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
33,530
Previous 32,274 3.89%
Holding current value
$8.22 Million
Previous $6.44 Million 12.38%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Aug 14, 2025
BUY
$174.82 - $215.79 $219,573 - $271,032
1,256 Added 3.89%
33,530 $7.24 Million
Q1 2025

May 30, 2025
BUY
$198.1 - $229.79 $29,120 - $33,779
147 Added 0.46%
32,274 $6.44 Million
Q1 2025

May 15, 2025
BUY
$198.1 - $229.79 $1.06 Million - $1.23 Million
5,347 Added 19.97%
32,127 $6.41 Billion
Q4 2024

May 30, 2025
SELL
$216.13 - $242.4 $1.08 Million - $1.21 Million
-4,993 Reduced 15.54%
27,134 $6 Million
Q4 2024

May 29, 2025
SELL
$216.13 - $242.4 $1.08 Million - $1.21 Million
-4,996 Reduced 15.55%
27,131 $5.99 Million
Q4 2024

Feb 11, 2025
BUY
$216.13 - $242.4 $4.93 Million - $5.53 Million
22,823 Added 576.78%
26,780 $6.08 Billion
Q3 2024

May 30, 2025
SELL
$200.87 - $224.6 $5.66 Million - $6.33 Million
-28,182 Reduced 87.72%
3,945 $871,000
Q3 2024

May 29, 2025
SELL
$200.87 - $224.6 $5.66 Million - $6.33 Million
-28,185 Reduced 87.73%
3,942 $870,000
Q3 2024

Nov 05, 2024
BUY
$200.87 - $224.6 $52,627 - $58,845
262 Added 7.09%
3,957 $874 Million
Q2 2024

May 29, 2025
SELL
$192.84 - $209.44 $5.49 Million - $5.96 Million
-28,444 Reduced 88.54%
3,683 $747,000
Q2 2024

Aug 07, 2024
BUY
$192.84 - $209.44 $103,169 - $112,050
535 Added 16.93%
3,695 $750 Million
Q1 2024

May 28, 2025
SELL
$189.48 - $210.3 $5.02 Million - $5.58 Million
-26,512 Reduced 82.52%
5,615 $1.18 Billion
Q1 2024

May 13, 2024
BUY
$189.48 - $210.3 $598,756 - $664,548
3,160 New
3,160 $646 Million

Others Institutions Holding IWM

# of Institutions
2,951
Shares Held
304M
Call Options Held
284M
Put Options Held
615M
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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