Personal Wealth Partners Ishares Russell 2000 ETF Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$163.9 - $207.91 $2.97 Million - $3.77 Million	-18,133 Closed	0 $0
Q1 2022 Apr 25, 2022	SELL	$191.52 - $225.32 $38,112 - $44,838	-199 Reduced 1.09%	18,133 $3.72 Million
Q4 2021 Feb 14, 2022	SELL	$212.12 - $242.56 $183,059 - $209,329	-863 Reduced 4.5%	18,332 $4.08 Million
Q3 2021 Oct 20, 2021	SELL	$211.73 - $231.39 $232,903 - $254,528	-1,100 Reduced 5.42%	19,195 $4.2 Million
Q2 2021 Jul 23, 2021	SELL	$211.85 - $232.89 $11,228 - $12,343	-53 Reduced 0.26%	20,295 $4.66 Million
Q1 2021 Apr 20, 2021	SELL	$193.5 - $234.42 $225,427 - $273,099	-1,165 Reduced 5.42%	20,348 $4.5 Million
Q4 2020 Feb 08, 2021	SELL	$152.18 - $199.14 $114,591 - $149,952	-753 Reduced 3.38%	21,513 $4.22 Million
Q3 2020 Nov 02, 2020	BUY	$139.07 - $158.46 $1,668 - $1,901	12 Added 0.05%	22,266 $3.34 Million
Q2 2020 Aug 06, 2020	SELL	$104.62 - $153.09 $20,400 - $29,852	-195 Reduced 0.87%	22,254 $3.19 Million
Q1 2020 May 07, 2020	SELL	$99.9 - $169.53 $526,572 - $893,592	-5,271 Reduced 19.02%	22,449 $2.57 Million
Q4 2019 Jan 28, 2020	SELL	$146.46 - $166.68 $532,967 - $606,548	-3,639 Reduced 11.6%	27,720 $4.59 Million
Q3 2019 Oct 22, 2019	SELL	$144.85 - $157.9 $179,469 - $195,638	-1,239 Reduced 3.8%	31,359 $4.75 Million
Q2 2019 Jul 30, 2019	SELL	$145.86 - $160.71 $150,089 - $165,370	-1,029 Reduced 3.06%	32,598 $5.08 Million
Q1 2019 Apr 17, 2019	BUY	$132.25 - $158.24 $4.45 Million - $5.32 Million	33,627 New	33,627 $5.15 Million

Others Institutions Holding IWM

# of Institutions

2,661

Shares Held

307M

Call Options Held

232M

Put Options Held

524M

Bank Of America Corp Charlotte, NC

40.2M
Shares

$9.25 Billion
0.75% of portfolio
Goldman Sachs Group Inc New York, NY

22.8M
Shares

$5.25 Billion
0.83% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$4.17 Billion
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

18.1M
Shares

$4.16 Billion
0.92% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.9M
Shares

$2.75 Billion
6.48% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Personal Wealth Partners with notifications on news.