Mycio Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

Mycio Wealth Partners, LLC

  • $423 Million
  • Q1 2025

A detailed history of Mycio Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Mycio Wealth Partners, LLC holds 17,074 shares of IWM stock, worth $3.51 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
17,074
Previous 16,675 2.39%
Holding current value
$3.51 Million
Previous $3.68 Million 7.55%
% of portfolio
0.8%
Previous 0.88%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$198.1 - $229.79 $79,041 - $91,686
399 Added 2.39%
17,074 $3.41 Million
Q4 2024

Jan 29, 2025
BUY
$216.13 - $242.4 $131,190 - $147,136
607 Added 3.78%
16,675 $3.68 Million
Q3 2024

Oct 25, 2024
BUY
$200.87 - $224.6 $22,497 - $25,155
112 Added 0.7%
16,068 $3.55 Million
Q2 2024

Aug 12, 2024
BUY
$192.84 - $209.44 $31,240 - $33,929
162 Added 1.03%
15,956 $3.24 Million
Q1 2024

May 07, 2024
SELL
$189.48 - $210.3 $645,747 - $716,702
-3,408 Reduced 17.75%
15,794 $3.32 Million
Q4 2023

Jan 30, 2024
SELL
$162.21 - $204.82 $26,602 - $33,590
-164 Reduced 0.85%
19,202 $3.85 Million
Q3 2023

Nov 07, 2023
SELL
$174.36 - $198.71 $418,638 - $477,102
-2,401 Reduced 11.03%
19,366 $3.42 Million
Q2 2023

Aug 04, 2023
BUY
$170.4 - $187.93 $7,497 - $8,268
44 Added 0.2%
21,767 $4.08 Million
Q1 2023

May 09, 2023
BUY
$170.25 - $198.32 $262,525 - $305,809
1,542 Added 7.64%
21,723 $3.88 Million
Q4 2022

Jan 25, 2023
BUY
$166.81 - $188.05 $259,723 - $292,793
1,557 Added 8.36%
20,181 $0
Q3 2022

Nov 14, 2022
BUY
$164.17 - $201.07 $801,149 - $981,221
4,880 Added 35.51%
18,624 $3.07 Million
Q2 2022

Aug 02, 2022
SELL
$163.9 - $207.91 $559,062 - $709,181
-3,411 Reduced 19.88%
13,744 $2.33 Million
Q1 2022

May 09, 2022
SELL
$191.52 - $225.32 $384,572 - $452,442
-2,008 Reduced 10.48%
17,155 $3.52 Million
Q4 2021

Feb 08, 2022
BUY
$212.12 - $242.56 $134,696 - $154,025
635 Added 3.43%
19,163 $4.26 Million
Q3 2021

Nov 10, 2021
BUY
$211.73 - $231.39 $785,941 - $858,919
3,712 Added 25.05%
18,528 $4.05 Million
Q2 2021

Aug 09, 2021
BUY
$211.85 - $232.89 $334,087 - $367,267
1,577 Added 11.91%
14,816 $3.4 Million
Q1 2021

May 17, 2021
BUY
$193.5 - $234.42 $1.72 Million - $2.08 Million
8,894 Added 204.7%
13,239 $2.93 Million
Q4 2020

Feb 09, 2021
BUY
$152.18 - $199.14 $334,491 - $437,709
2,198 Added 102.38%
4,345 $852,000
Q3 2020

Nov 12, 2020
BUY
$139.07 - $158.46 $150,056 - $170,978
1,079 Added 101.03%
2,147 $322,000
Q2 2020

Aug 13, 2020
BUY
$104.62 - $153.09 $732 - $1,071
7 Added 0.66%
1,068 $153,000
Q1 2020

May 14, 2020
SELL
$99.9 - $169.53 $20.9 Million - $35.5 Million
-209,509 Reduced 99.5%
1,061 $121,000
Q4 2019

Feb 13, 2020
BUY
$146.46 - $166.68 $2.71 Million - $3.08 Million
18,497 Added 9.63%
210,570 $34.9 Million
Q3 2019

Nov 12, 2019
BUY
$144.85 - $157.9 $184,683 - $201,322
1,275 Added 0.67%
192,073 $29.1 Million
Q2 2019

Aug 05, 2019
BUY
$145.86 - $160.71 $431,453 - $475,380
2,958 Added 1.57%
190,798 $29.7 Million
Q1 2019

Apr 18, 2019
SELL
$132.25 - $158.24 $710,579 - $850,223
-5,373 Reduced 2.78%
187,840 $28.8 Million
Q4 2018

Jan 22, 2019
BUY
$125.88 - $166.33 $9.96 Million - $13.2 Million
79,137 Added 69.37%
193,213 $25.9 Million
Q3 2018

Oct 25, 2018
BUY
$164.2 - $173.02 $1.42 Million - $1.5 Million
8,676 Added 8.23%
114,076 $19.2 Million
Q2 2018

Jul 19, 2018
BUY
$148.13 - $169.97 $264,412 - $303,396
1,785 Added 1.72%
105,400 $17.3 Million
Q1 2018

Apr 27, 2018
SELL
$145.44 - $159.96 $2.29 Million - $2.52 Million
-15,768 Reduced 13.21%
103,615 $15.7 Million
Q4 2017

Jan 31, 2018
BUY
$145.63 - $154.3 $3.38 Million - $3.58 Million
23,200 Added 24.12%
119,383 $18.2 Million
Q3 2017

Oct 19, 2017
BUY
$144.61 - $148.18 $755,298 - $773,944
5,223 Added 5.74%
96,183 $14.3 Million
Q2 2017

Aug 10, 2017
BUY
N/A
4,143 Added 4.77%
90,960 $12.8 Million
Q2 2017

Aug 08, 2017
BUY
N/A
86,817
86,817 $11.9 Million

Others Institutions Holding IWM

# of Institutions
2,856
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
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 Mycio Wealth Partners, LLC Portfolio

Follow Mycio Wealth Partners, 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 Mycio Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mycio Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email