Personal Cfo Solutions, LLC Ishares Russell 2000 ETF Transaction History

Personal Cfo Solutions, LLC

  • $482 Million
  • Q1 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 3,664 shares of IWM stock, worth $765,885. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,664
Previous 3,412 7.39%
Holding current value
$765,885
Previous $753,000 3.05%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Apr 30, 2025
BUY
$198.1 - $229.79 $49,921 - $57,907
252 Added 7.39%
3,664 $730,000
Q4 2024

Feb 07, 2025
BUY
$216.13 - $242.4 $8,645 - $9,696
40 Added 1.19%
3,412 $753,000
Q3 2024

Nov 14, 2024
SELL
$200.87 - $224.6 $173,149 - $193,605
-862 Reduced 20.36%
3,372 $744,000
Q2 2024

Aug 09, 2024
SELL
$192.84 - $209.44 $18.3 Million - $19.9 Million
-95,050 Reduced 95.74%
4,234 $859,000
Q1 2024

May 13, 2024
SELL
$189.48 - $210.3 $1.17 Million - $1.3 Million
-6,194 Reduced 5.87%
99,284 $20.9 Million
Q4 2023

Feb 13, 2024
BUY
$162.21 - $204.82 $781,689 - $987,027
4,819 Added 4.79%
105,478 $21.2 Million
Q3 2023

Nov 13, 2023
BUY
$174.36 - $198.71 $17 Million - $19.4 Million
97,482 Added 3068.37%
100,659 $17.8 Million
Q2 2023

Aug 10, 2023
SELL
$170.4 - $187.93 $9,712 - $10,712
-57 Reduced 1.76%
3,177 $594,000
Q1 2023

May 09, 2023
BUY
$170.25 - $198.32 $15,492 - $18,047
91 Added 2.9%
3,234 $576,000
Q4 2022

Feb 14, 2023
SELL
$166.81 - $188.05 $73,062 - $82,365
-438 Reduced 12.23%
3,143 $548,000
Q3 2022

Nov 01, 2022
BUY
$164.17 - $201.07 $27,744 - $33,980
169 Added 4.95%
3,581 $591,000
Q2 2022

Aug 05, 2022
BUY
$163.9 - $207.91 $162,424 - $206,038
991 Added 40.93%
3,412 $578,000
Q1 2022

May 02, 2022
SELL
$191.52 - $225.32 $92,312 - $108,604
-482 Reduced 16.6%
2,421 $497,000
Q4 2021

Feb 11, 2022
SELL
$212.12 - $242.56 $21.3 Million - $24.4 Million
-100,395 Reduced 97.19%
2,903 $646,000
Q3 2021

Nov 18, 2021
BUY
$211.73 - $231.39 $21.3 Million - $23.3 Million
100,672 Added 3833.66%
103,298 $22.6 Million
Q2 2021

Jul 22, 2021
SELL
$211.85 - $232.89 $41,734 - $45,879
-197 Reduced 6.98%
2,626 $602,000
Q1 2021

Apr 21, 2021
BUY
$193.5 - $234.42 $39,280 - $47,587
203 Added 7.75%
2,823 $624,000
Q4 2020

Feb 09, 2021
SELL
$152.18 - $199.14 $13.1 Million - $17.2 Million
-86,295 Reduced 97.05%
2,620 $513,000
Q3 2020

Nov 02, 2020
SELL
$139.07 - $158.46 $324,172 - $369,370
-2,331 Reduced 2.55%
88,915 $13,000
Q2 2020

Aug 03, 2020
BUY
$104.62 - $153.09 $9.18 Million - $13.4 Million
87,767 Added 2522.77%
91,246 $13.1 Million
Q1 2020

Apr 30, 2020
BUY
$99.9 - $169.53 $38,661 - $65,608
387 Added 12.52%
3,479 $398,000
Q4 2019

Feb 13, 2020
BUY
$146.46 - $166.68 $1,318 - $1,500
9 Added 0.29%
3,092 $512,000
Q3 2019

Nov 13, 2019
BUY
$144.85 - $157.9 $446,572 - $486,805
3,083 New
3,083 $467,000

Others Institutions Holding IWM

# of Institutions
2,859
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
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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