Plum Street Advisors, LLC Ishares Russell 2000 ETF Transaction History

Plum Street Advisors, LLC

$208 Billion
Q1 2025

A detailed history of Plum Street Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Plum Street Advisors, LLC holds 6,828 shares of IWM stock, worth $1.4 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

6,828

Previous 6,729 1.47%

Holding current value

$1.4 Million

Previous $1.49 Billion 8.39%

% of portfolio

0.66%

Previous 0.73%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 29, 2025	BUY	$198.1 - $229.79 $19,611 - $22,749	99 Added 1.47%	6,828 $1.36 Billion
Q4 2024 May 29, 2025	SELL	$216.13 - $242.4 $13,616 - $15,271	-63 Reduced 0.93%	6,729 $1.49 Billion
Q3 2024 May 29, 2025	BUY	$200.87 - $224.6 $14,060 - $15,722	70 Added 1.04%	6,792 $1.5 Billion
Q2 2024 May 29, 2025	SELL	$192.84 - $209.44 $13,498 - $14,660	-70 Reduced 1.03%	6,722 $1.36 Billion
Q1 2024 May 29, 2025	BUY	$189.48 - $210.3 $74,844 - $83,068	395 Added 6.17%	6,792 $1.5 Billion
Q4 2023 May 29, 2025	BUY	$162.21 - $204.82 $1.04 Million - $1.31 Million	6,397 New	6,397 $1.28 Billion

Others Institutions Holding IWM

# of Institutions

2,856

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Plum Street Advisors, LLC Ishares Russell 2000 ETF Transaction History