Pines Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Pines Wealth Management, LLC

  • $297 Billion
  • Q3 2025

A detailed history of Pines Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Pines Wealth Management, LLC holds 11,958 shares of IWM stock, worth $2.84 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
11,958
Previous 11,904 0.45%
Holding current value
$2.84 Million
Previous $2.66 Billion 8.96%
% of portfolio
0.97%
Previous 0.94%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$214.92 - $244.84 $11,605 - $13,221
54 Added 0.45%
11,958 $2.89 Billion
Q2 2025

Jul 09, 2025
BUY
$174.82 - $215.79 $21,852 - $26,973
125 Added 1.06%
11,904 $2.66 Billion
Q1 2025

Apr 11, 2025
SELL
$198.1 - $229.79 $223,456 - $259,203
-1,128 Reduced 8.74%
11,779 $2.06 Billion
Q4 2024

Jan 14, 2025
BUY
$216.13 - $242.4 $2.79 Million - $3.13 Million
12,907 New
12,907 $2.8 Billion

Others Institutions Holding IWM

# of Institutions
3,026
Shares Held
284M
Call Options Held
230M
Put Options Held
551M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Pines Wealth Management, LLC Portfolio

Follow Pines Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Pines Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email