Oakwell Private Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Oakwell Private Wealth Management, LLC

  • $362 Million
  • Q1 2025

A detailed history of Oakwell Private Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 8,786 shares of IWM stock, worth $1.84 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
8,786
Previous 9,553 8.03%
Holding current value
$1.84 Million
Previous $2.11 Million 16.97%
% of portfolio
0.48%
Previous 0.59%

Shares

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

May 05, 2025
SELL
$198.1 - $229.79 $151,942 - $176,248
-767 Reduced 8.03%
8,786 $1.75 Million
Q4 2024

Feb 04, 2025
SELL
$216.13 - $242.4 $23,342 - $26,179
-108 Reduced 1.12%
9,553 $2.11 Million
Q3 2024

Nov 04, 2024
SELL
$200.87 - $224.6 $17,073 - $19,091
-85 Reduced 0.87%
9,661 $2.13 Million
Q3 2022

Oct 27, 2022
SELL
$164.17 - $201.07 $328 - $402
-2 Reduced 0.02%
9,746 $1.61 Million
Q2 2022

Aug 03, 2022
SELL
$163.9 - $207.91 $177,667 - $225,374
-1,084 Reduced 10.01%
9,748 $1.65 Million
Q1 2022

May 03, 2022
SELL
$191.52 - $225.32 $49,412 - $58,132
-258 Reduced 2.33%
10,832 $2.22 Million
Q4 2021

Jan 21, 2022
BUY
$212.12 - $242.56 $1,060 - $1,212
5 Added 0.05%
11,090 $2.47 Million
Q3 2021

Oct 14, 2021
SELL
$211.73 - $231.39 $464,747 - $507,901
-2,195 Reduced 16.53%
11,085 $2.43 Million
Q2 2021

Jul 29, 2021
BUY
$211.85 - $232.89 $45,759 - $50,304
216 Added 1.65%
13,280 $3.05 Million
Q1 2021

Apr 21, 2021
BUY
$193.5 - $234.42 $82,431 - $99,862
426 Added 3.37%
13,064 $2.89 Million
Q4 2020

Feb 10, 2021
BUY
$152.18 - $199.14 $1.92 Million - $2.52 Million
12,638 New
12,638 $2.48 Million

Others Institutions Holding IWM

# of Institutions
2,860
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
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