A detailed history of Mutual Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Mutual Advisors, LLC holds 59,870 shares of IWM stock, worth $13.5 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
59,870
Previous 24,701 142.38%
Holding current value
$13.5 Million
Previous $5.19 Million 133.87%
% of portfolio
0.37%
Previous 0.17%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$192.84 - $209.44 $6.78 Million - $7.37 Million
35,169 Added 142.38%
59,870 $12.1 Million
Q1 2024

May 02, 2024

SELL
$189.48 - $210.3 $2.96 Million - $3.28 Million
-15,607 Reduced 38.72%
24,701 $5.19 Million
Q4 2023

Jan 12, 2024

BUY
$162.21 - $204.82 $3.95 Million - $4.99 Million
24,374 Added 152.97%
40,308 $8.09 Million
Q3 2023

Nov 13, 2023

SELL
$174.36 - $198.71 $1.29 Million - $1.47 Million
-7,416 Reduced 31.76%
15,934 $2.82 Million
Q2 2023

Jul 31, 2023

SELL
$170.4 - $187.93 $158,472 - $174,774
-930 Reduced 3.83%
23,350 $4.37 Million
Q1 2023

Apr 11, 2023

SELL
$170.25 - $198.32 $289,595 - $337,342
-1,701 Reduced 6.55%
24,280 $4.33 Million
Q4 2022

Jan 12, 2023

BUY
$166.81 - $188.05 $1.98 Million - $2.23 Million
11,874 Added 84.17%
25,981 $0
Q3 2022

Nov 03, 2022

BUY
$164.17 - $201.07 $46,624 - $57,103
284 Added 2.05%
14,107 $2.33 Million
Q2 2022

Aug 15, 2022

BUY
$163.9 - $207.91 $721,323 - $915,011
4,401 Added 46.71%
13,823 $2.34 Million
Q1 2022

May 09, 2022

BUY
$191.52 - $225.32 $508,294 - $597,999
2,654 Added 39.21%
9,422 $1.93 Million
Q4 2021

Feb 14, 2022

SELL
$212.12 - $242.56 $6.56 Million - $7.5 Million
-30,918 Reduced 82.04%
6,768 $1.51 Million
Q3 2021

Nov 15, 2021

SELL
$211.73 - $231.39 $1.27 Million - $1.39 Million
-6,012 Reduced 13.76%
37,686 $8.24 Million
Q2 2021

Aug 12, 2021

BUY
$211.85 - $232.89 $529,836 - $582,457
2,501 Added 6.07%
43,698 $10 Million
Q1 2021

May 13, 2021

BUY
$193.5 - $234.42 $5.71 Million - $6.92 Million
29,503 Added 252.29%
41,197 $9.1 Million
Q4 2020

Feb 11, 2021

BUY
$152.18 - $199.14 $427,777 - $559,782
2,811 Added 31.64%
11,694 $2.29 Million
Q3 2020

Nov 13, 2020

SELL
$139.07 - $158.46 $1.35 Million - $1.54 Million
-9,697 Reduced 52.19%
8,883 $1.33 Million
Q2 2020

Aug 05, 2020

BUY
$104.62 - $153.09 $1.2 Million - $1.76 Million
11,494 Added 162.21%
18,580 $2.66 Million
Q1 2020

May 13, 2020

SELL
$99.9 - $169.53 $102,797 - $174,446
-1,029 Reduced 12.68%
7,086 $811,000
Q4 2019

Feb 11, 2020

SELL
$146.46 - $166.68 $252,497 - $287,356
-1,724 Reduced 17.52%
8,115 $1.34 Million
Q3 2019

Nov 01, 2019

SELL
$144.85 - $157.9 $289 - $315
-2 Reduced 0.02%
9,839 $1.49 Million
Q2 2019

Aug 15, 2019

BUY
$145.86 - $160.71 $109,832 - $121,014
753 Added 8.29%
9,841 $1.53 Million
Q1 2019

May 15, 2019

BUY
$132.25 - $158.24 $30,814 - $36,869
233 Added 2.63%
9,088 $1.39 Million
Q4 2018

Feb 15, 2019

SELL
$125.88 - $166.33 $900,545 - $1.19 Million
-7,154 Reduced 44.69%
8,855 $1.19 Million
Q3 2018

Nov 15, 2018

BUY
$164.2 - $173.02 $1.95 Million - $2.05 Million
11,846 Added 284.55%
16,009 $2.7 Million
Q2 2018

Aug 15, 2018

BUY
$148.13 - $169.97 $166,201 - $190,706
1,122 Added 36.9%
4,163 $682,000
Q1 2018

May 11, 2018

BUY
$145.44 - $159.96 $225,868 - $248,417
1,553 Added 104.37%
3,041 $462,000
Q4 2017

Feb 12, 2018

BUY
$145.63 - $154.3 $216,697 - $229,598
1,488
1,488 $227,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Mutual Advisors, LLC Portfolio

Follow Mutual Advisors, 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 Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.