Perfromance Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

Perfromance Wealth Partners, LLC

$3.09 Billion
Q4 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 1,138 shares of IWM stock, worth $254,479. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,138

Previous 1,135 0.26%

Holding current value

$254,479

Previous $250,000 0.4%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$216.13 - $242.4 $648 - $727	3 Added 0.26%	1,138 $251,000
Q3 2024 Oct 10, 2024	SELL	$200.87 - $224.6 $137,395 - $153,626	-684 Reduced 37.6%	1,135 $250,000
Q2 2024 Jul 19, 2024	SELL	$192.84 - $209.44 $161,021 - $174,882	-835 Reduced 31.46%	1,819 $369,000
Q1 2024 Apr 30, 2024	SELL	$189.48 - $210.3 $328,747 - $364,870	-1,735 Reduced 39.53%	2,654 $558,000
Q4 2023 Jan 22, 2024	SELL	$162.21 - $204.82 $19,951 - $25,192	-123 Reduced 2.73%	4,389 $880,000
Q2 2023 Jul 13, 2023	SELL	$170.4 - $187.93 $852 - $939	-5 Reduced 0.11%	4,512 $844,000
Q4 2022 Jan 19, 2023	SELL	$166.81 - $188.05 $23,019 - $25,950	-138 Reduced 2.96%	4,517 $0
Q3 2022 Oct 17, 2022	BUY	$164.17 - $201.07 $4,432 - $5,428	27 Added 0.58%	4,655 $768,000
Q2 2022 Jul 15, 2022	BUY	$163.9 - $207.91 $1,475 - $1,871	9 Added 0.19%	4,628 $784,000
Q1 2022 Apr 21, 2022	SELL	$191.52 - $225.32 $11,491 - $13,519	-60 Reduced 1.28%	4,619 $948,000
Q4 2021 Feb 03, 2022	BUY	$212.12 - $242.56 $992,509 - $1.13 Million	4,679 New	4,679 $1.04 Million

Others Institutions Holding IWM

# of Institutions

2,846

Shares Held

306M

Call Options Held

228M

Put Options Held

521M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Perfromance Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History