Private Client Services, LLC Ishares Russell 2000 ETF Transaction History

Private Client Services, LLC

  • $257 Billion
  • Q2 2025

A detailed history of Private Client Services, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Private Client Services, LLC holds 1,438 shares of IWM stock, worth $316,820. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,438
Previous 1,540 6.62%
Holding current value
$316,820
Previous $307 Million 0.97%
% of portfolio
0.12%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 01, 2025
SELL
$174.82 - $215.79 $17,831 - $22,010
-102 Reduced 6.62%
1,438 $310 Million
Q1 2025

Apr 08, 2025
SELL
$198.1 - $229.79 $143,226 - $166,138
-723 Reduced 31.95%
1,540 $307 Million
Q4 2024

Jan 08, 2025
BUY
$216.13 - $242.4 $49,709 - $55,752
230 Added 11.31%
2,263 $500 Million
Q3 2024

Oct 03, 2024
BUY
$200.87 - $224.6 $187,210 - $209,327
932 Added 84.65%
2,033 $449 Million
Q2 2024

Jul 29, 2024
BUY
$192.84 - $209.44 $212,316 - $230,593
1,101 New
1,101 $223 Million

Others Institutions Holding IWM

# of Institutions
2,906
Shares Held
315M
Call Options Held
233M
Put Options Held
547M
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 Private Client Services, LLC Portfolio

Follow Private Client Services, 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 Private Client Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Client Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email