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

2,580

Shares Held

306M

Call Options Held

239M

Put Options Held

413M

Bank Of America Corp Charlotte, NC

31.4M
Shares

$6.34 Billion
0.63% of portfolio
Goldman Sachs Group Inc New York, NY

24.1M
Shares

$4.87 Billion
0.91% of portfolio
Wells Fargo & Company San Francisco, CA

19.8M
Shares

$4 Billion
1.02% of portfolio
Morgan Stanley New York, NY

16.5M
Shares

$3.32 Billion
0.28% of portfolio
Black Rock Inc. New York, NY

9.88M
Shares

$1.99 Billion
0.05% of portfolio

About ISHARES RUSSELL 2000 ETF

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