Pb Mares Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Pb Mares Wealth Management LLC

$492 Million
Q1 2025

A detailed history of Pb Mares Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 1,065 shares of IWM stock, worth $222,808. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,065

Previous 1,000 6.5%

Holding current value

$222,808

Previous $220,000 3.64%

% of portfolio

0.04%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$198.1 - $229.79 $12,876 - $14,936	65 Added 6.5%	1,065 $212,000
Q4 2023 Jan 26, 2024	SELL	$162.21 - $204.82 $121,495 - $153,410	-749 Reduced 42.82%	1,000 $200,000
Q3 2023 Oct 26, 2023	BUY	$174.36 - $198.71 $304,955 - $347,543	1,749 New	1,749 $309,000
Q2 2022 Jul 21, 2022	SELL	$163.9 - $207.91 $239,294 - $303,548	-1,460 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$211.73 - $231.39 $8,892 - $9,718	42 Added 2.96%	1,460 $319,000
Q2 2021 Jul 13, 2021	SELL	$211.85 - $232.89 $20,973 - $23,056	-99 Reduced 6.53%	1,418 $325,000
Q1 2021 Apr 15, 2021	BUY	$193.5 - $234.42 $774 - $937	4 Added 0.26%	1,517 $335,000
Q4 2020 Jan 25, 2021	BUY	$152.18 - $199.14 $230,248 - $301,298	1,513 New	1,513 $297,000

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

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Pb Mares Wealth Management LLC Ishares Russell 2000 ETF Transaction History