Palisades Hudson Asset Management, L.P. Ishares Russell 2000 ETF Transaction History

Palisades Hudson Asset Management, L.P.

$237 Million
Q4 2024

A detailed history of Palisades Hudson Asset Management, L.P. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Palisades Hudson Asset Management, L.P. holds 3,858 shares of IWM stock, worth $840,272. This represents 0.36% of its overall portfolio holdings.

Number of Shares

3,858

Previous 3,908 1.28%

Holding current value

$840,272

Previous $863,000 1.16%

% of portfolio

0.36%

Previous 0.36%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$216.13 - $242.4 $10,806 - $12,120	-50 Reduced 1.28%	3,858 $853,000
Q3 2024 Oct 29, 2024	BUY	$200.87 - $224.6 $200 - $224	1 Added 0.03%	3,908 $863,000
Q2 2024 Jul 31, 2024	BUY	$192.84 - $209.44 $192 - $209	1 Added 0.03%	3,907 $793,000
Q1 2024 May 06, 2024	BUY	$189.48 - $210.3 $189 - $210	1 Added 0.03%	3,906 $821,000
Q4 2023 Feb 12, 2024	BUY	$162.21 - $204.82 $486 - $614	3 Added 0.08%	3,905 $784,000
Q2 2023 Aug 14, 2023	SELL	$170.4 - $187.93 $2,896 - $3,194	-17 Reduced 0.43%	3,902 $731,000
Q1 2023 Apr 26, 2023	SELL	$170.25 - $198.32 $340 - $396	-2 Reduced 0.05%	3,919 $699,000
Q4 2022 Feb 08, 2023	SELL	$166.81 - $188.05 $500 - $564	-3 Reduced 0.08%	3,921 $684,000
Q3 2022 Oct 28, 2022	SELL	$164.17 - $201.07 $2,790 - $3,418	-17 Reduced 0.43%	3,924 $647,000
Q2 2022 Aug 10, 2022	BUY	$163.9 - $207.91 $327 - $415	2 Added 0.05%	3,941 $667,000
Q4 2021 Feb 03, 2022	BUY	$212.12 - $242.56 $89,302 - $102,117	421 Added 11.97%	3,939 $876,000
Q2 2021 Aug 06, 2021	SELL	$211.85 - $232.89 $10,168 - $11,178	-48 Reduced 1.35%	3,518 $807,000
Q1 2021 May 10, 2021	SELL	$193.5 - $234.42 $2,322 - $2,813	-12 Reduced 0.34%	3,566 $788,000
Q4 2020 Jan 29, 2021	BUY	$152.18 - $199.14 $304 - $398	2 Added 0.06%	3,578 $701,000
Q3 2020 Nov 09, 2020	BUY	$139.07 - $158.46 $139 - $158	1 Added 0.03%	3,576 $536,000
Q2 2020 Aug 13, 2020	SELL	$104.62 - $153.09 $2,197 - $3,214	-21 Reduced 0.58%	3,575 $512,000
Q1 2020 May 07, 2020	BUY	$99.9 - $169.53 $2,397 - $4,068	24 Added 0.67%	3,596 $412,000
Q4 2019 Jan 30, 2020	BUY	$146.46 - $166.68 $585 - $666	4 Added 0.11%	3,572 $592,000
Q3 2019 Oct 17, 2019	SELL	$144.85 - $157.9 $4,200 - $4,579	-29 Reduced 0.81%	3,568 $540,000
Q2 2019 Jul 30, 2019	SELL	$145.86 - $160.71 $2,042 - $2,249	-14 Reduced 0.39%	3,597 $559,000
Q1 2019 Apr 23, 2019	BUY	$132.25 - $158.24 $264 - $316	2 Added 0.06%	3,611 $553,000
Q4 2018 Feb 04, 2019	SELL	$125.88 - $166.33 $16,616 - $21,955	-132 Reduced 3.53%	3,609 $483,000
Q3 2018 Nov 08, 2018	BUY	$164.2 - $173.02 $164 - $173	1 Added 0.03%	3,741 $631,000
Q2 2018 Aug 14, 2018	BUY	$148.13 - $169.97 $8,591 - $9,858	58 Added 1.58%	3,740 $612,000
Q1 2018 May 14, 2018	BUY	$145.44 - $159.96 $145 - $159	1 Added 0.03%	3,682 $559,000
Q4 2017 Feb 09, 2018	BUY	$145.63 - $154.3 $3,349 - $3,548	23 Added 0.63%	3,681 $561,000
Q3 2017 Nov 06, 2017	BUY	$144.61 - $148.18 $528,983 - $542,042	3,658	3,658 $542,000

Others Institutions Holding IWM

# of Institutions

2,932

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Palisades Hudson Asset Management, L.P. Ishares Russell 2000 ETF Transaction History