Plotkin Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History

Plotkin Financial Advisors, LLC

$168 Billion
Q4 2024

A detailed history of Plotkin Financial Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 2,088 shares of IWM stock, worth $425,513. This represents 0.27% of its overall portfolio holdings.

Number of Shares

2,088

Previous 2,165 3.56%

Holding current value

$425,513

Previous $478 Million 3.53%

% of portfolio

0.27%

Previous 0.29%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 05, 2025	SELL	$216.13 - $242.4 $16,642 - $18,664	-77 Reduced 3.56%	2,088 $461 Million
Q3 2024 Nov 14, 2024	BUY	$200.87 - $224.6 $434,883 - $486,259	2,165 New	2,165 $478 Million
Q2 2024 Nov 14, 2024	SELL	$192.84 - $209.44 $16,969 - $18,430	-88 Reduced 3.66%	2,318 $470 Million
Q1 2024 Nov 14, 2024	SELL	$189.48 - $210.3 $79,581 - $88,326	-420 Reduced 14.86%	2,406 $506 Million
Q4 2023 Nov 14, 2024	SELL	$162.21 - $204.82 $90,026 - $113,675	-555 Reduced 16.42%	2,826 $567 Million
Q3 2023 Nov 14, 2024	BUY	$174.36 - $198.71 $23,887 - $27,223	137 Added 4.22%	3,381 $598 Million
Q2 2023 Nov 14, 2024	SELL	$170.4 - $187.93 $43,452 - $47,922	-255 Reduced 7.29%	3,244 $608 Million
Q3 2022 Nov 14, 2024	SELL	$164.17 - $201.07 $164 - $201	-1 Reduced 0.03%	3,499 $577 Million
Q2 2022 Nov 14, 2024	SELL	$163.9 - $207.91 $40,155 - $50,937	-245 Reduced 6.54%	3,500 $593 Million
Q1 2022 Nov 14, 2024	SELL	$191.52 - $225.32 $60,137 - $70,750	-314 Reduced 7.74%	3,745 $769 Million
Q4 2021 Nov 14, 2024	SELL	$212.12 - $242.56 $1.24 Million - $1.42 Million	-5,848 Reduced 59.03%	4,059 $903 Million
Q3 2021 Nov 14, 2024	SELL	$211.73 - $231.39 $1.33 Million - $1.45 Million	-6,274 Reduced 38.77%	9,907 $2.17 Billion
Q2 2021 Nov 14, 2024	BUY	$211.85 - $232.89 $3.1 Million - $3.41 Million	14,633 Added 945.28%	16,181 $3.71 Billion
Q1 2021 Nov 14, 2024	SELL	$193.5 - $234.42 $119,389 - $144,637	-617 Reduced 28.5%	1,548 $342 Million

Others Institutions Holding IWM

# of Institutions

2,949

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Plotkin Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History