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

Paragon Private Wealth Management, LLC

  • $237 Million
  • Q2 2025

A detailed history of Paragon Private Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 2,967 shares of IWM stock, worth $729,407. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,967
Previous 1,587 86.96%
Holding current value
$729,407
Previous $316,000 102.53%
% of portfolio
0.27%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$174.82 - $215.79 $241,251 - $297,790
1,380 Added 86.96%
2,967 $640,000
Q1 2025

May 15, 2025
BUY
$198.1 - $229.79 $314,384 - $364,676
1,587 New
1,587 $316,000

Others Institutions Holding IWM

# of Institutions
2,922
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
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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