Paces Ferry Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Paces Ferry Wealth Advisors, LLC

  • $187 Million
  • Q1 2025

A detailed history of Paces Ferry Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Paces Ferry Wealth Advisors, LLC holds 7,467 shares of IWM stock, worth $1.68 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
7,467
Previous 7,523 0.74%
Holding current value
$1.68 Million
Previous $1.66 Million 10.41%
% of portfolio
0.8%
Previous 0.85%

Shares

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

May 14, 2025
SELL
$198.1 - $229.79 $11,093 - $12,868
-56 Reduced 0.74%
7,467 $1.49 Million
Q4 2024

Feb 11, 2025
SELL
$216.13 - $242.4 $116,061 - $130,168
-537 Reduced 6.66%
7,523 $1.66 Million
Q3 2024

Nov 08, 2024
SELL
$200.87 - $224.6 $2,812 - $3,144
-14 Reduced 0.17%
8,060 $1.78 Million
Q2 2024

Aug 12, 2024
SELL
$192.84 - $209.44 $9,834 - $10,681
-51 Reduced 0.63%
8,074 $1.64 Million
Q1 2024

May 01, 2024
SELL
$189.48 - $210.3 $374,223 - $415,342
-1,975 Reduced 19.55%
8,125 $1.71 Million
Q4 2023

Feb 05, 2024
SELL
$162.21 - $204.82 $55,151 - $69,638
-340 Reduced 3.26%
10,100 $2.03 Million
Q3 2023

Nov 13, 2023
SELL
$174.36 - $198.71 $115,949 - $132,142
-665 Reduced 5.99%
10,440 $1.85 Million
Q2 2023

Jul 28, 2023
BUY
$170.4 - $187.93 $27,604 - $30,444
162 Added 1.48%
11,105 $2.08 Million
Q1 2023

Apr 24, 2023
SELL
$170.25 - $198.32 $380,338 - $443,046
-2,234 Reduced 16.95%
10,943 $1.95 Million
Q4 2022

Jan 23, 2023
BUY
$166.81 - $188.05 $213,016 - $240,139
1,277 Added 10.73%
13,177 $0
Q3 2022

Oct 13, 2022
SELL
$164.17 - $201.07 $4,432 - $5,428
-27 Reduced 0.23%
11,900 $1.96 Million
Q2 2022

Jul 28, 2022
BUY
$163.9 - $207.91 $4,753 - $6,029
29 Added 0.24%
11,927 $2.02 Million
Q1 2022

Apr 20, 2022
SELL
$191.52 - $225.32 $71,245 - $83,819
-372 Reduced 3.03%
11,898 $2.44 Million
Q4 2021

Jan 19, 2022
SELL
$212.12 - $242.56 $212 - $242
-1 Reduced 0.01%
12,270 $2.73 Million
Q3 2021

Oct 29, 2021
SELL
$211.73 - $231.39 $25,407 - $27,766
-120 Reduced 0.97%
12,271 $2.68 Million
Q2 2021

Jul 21, 2021
SELL
$211.85 - $232.89 $38,344 - $42,153
-181 Reduced 1.44%
12,391 $2.84 Million
Q1 2021

May 19, 2021
SELL
$193.5 - $234.42 $62,887 - $76,186
-325 Reduced 2.52%
12,572 $2.78 Million
Q4 2020

Mar 05, 2021
SELL
$152.18 - $199.14 $55,393 - $72,486
-364 Reduced 2.74%
12,897 $2.53 Million
Q3 2020

Nov 19, 2020
BUY
$139.07 - $158.46 $1.84 Million - $2.1 Million
13,261 New
13,261 $1.99 Million

Others Institutions Holding IWM

# of Institutions
2,896
Shares Held
314M
Call Options Held
232M
Put Options Held
544M
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 Paces Ferry Wealth Advisors, LLC Portfolio

Follow Paces Ferry Wealth 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 Paces Ferry Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paces Ferry Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email