Powell Investment Advisors, LLC Ishares Russell 2000 ETF Transaction History

Powell Investment Advisors, LLC

$210 Million
Q4 2024

A detailed history of Powell Investment Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 5,454 shares of IWM stock, worth $1.23 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

5,454

Previous 5,448 0.11%

Holding current value

$1.23 Million

Previous $1.2 Million 0.17%

% of portfolio

0.57%

Previous 0.57%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$216.13 - $242.4 $1,296 - $1,454	6 Added 0.11%	5,454 $1.21 Million
Q3 2024 Nov 01, 2024	SELL	$200.87 - $224.6 $172,547 - $192,931	-859 Reduced 13.62%	5,448 $1.2 Million
Q2 2024 Jul 30, 2024	BUY	$192.84 - $209.44 $216,366 - $234,991	1,122 Added 21.64%	6,307 $1.28 Million
Q1 2024 Apr 15, 2024	BUY	$189.48 - $210.3 $947 - $1,051	5 Added 0.1%	5,185 $1.09 Million
Q4 2023 Jan 31, 2024	BUY	$162.21 - $204.82 $2,433 - $3,072	15 Added 0.29%	5,180 $1.04 Million
Q2 2023 Aug 02, 2023	SELL	$170.4 - $187.93 $101,217 - $111,630	-594 Reduced 10.31%	5,165 $967,000
Q1 2023 May 10, 2023	BUY	$170.25 - $198.32 $103,171 - $120,181	606 Added 11.76%	5,759 $1.03 Million
Q4 2022 Feb 14, 2023	BUY	$166.81 - $188.05 $220,189 - $248,226	1,320 Added 34.44%	5,153 $898,000
Q3 2022 Nov 14, 2022	SELL	$164.17 - $201.07 $49,250 - $60,321	-300 Reduced 7.26%	3,833 $632,000
Q2 2022 Aug 02, 2022	BUY	$163.9 - $207.91 $305,017 - $386,920	1,861 Added 81.91%	4,133 $700,000
Q1 2022 May 09, 2022	BUY	$191.52 - $225.32 $66,648 - $78,411	348 Added 18.09%	2,272 $466,000
Q4 2021 Jan 14, 2022	BUY	$212.12 - $242.56 $171,392 - $195,988	808 Added 72.4%	1,924 $428,000
Q3 2021 Oct 13, 2021	SELL	$211.73 - $231.39 $171,077 - $186,963	-808 Reduced 42.0%	1,116 $244,000
Q1 2021 Apr 14, 2021	SELL	$193.5 - $234.42 $125,194 - $151,669	-647 Reduced 25.17%	1,924 $425,000
Q4 2020 Jan 14, 2021	BUY	$152.18 - $199.14 $116,113 - $151,943	763 Added 42.2%	2,571 $504,000
Q3 2020 Oct 07, 2020	BUY	$139.07 - $158.46 $67,031 - $76,377	482 Added 36.35%	1,808 $271,000
Q2 2020 Jul 31, 2020	SELL	$104.62 - $153.09 $2,092 - $3,061	-20 Reduced 1.49%	1,326 $190,000
Q1 2020 May 12, 2020	SELL	$99.9 - $169.53 $16,283 - $27,633	-163 Reduced 10.8%	1,346 $154,000
Q4 2019 Feb 10, 2020	BUY	$146.46 - $166.68 $221,008 - $251,520	1,509 New	1,509 $250,000

Others Institutions Holding IWM

# of Institutions

2,801

Shares Held

312M

Call Options Held

232M

Put Options Held

521M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
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Powell Investment Advisors, LLC Ishares Russell 2000 ETF Transaction History