Regent Peak Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History

Regent Peak Wealth Advisors LLC

$428 Million
Q1 2025

A detailed history of Regent Peak Wealth Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 7,737 shares of IWM stock, worth $1.57 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

7,737

Previous 10,144 23.73%

Holding current value

$1.57 Million

Previous $2.24 Million 30.83%

% of portfolio

0.36%

Previous 0.5%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$198.1 - $229.79 $476,826 - $553,104	-2,407 Reduced 23.73%	7,737 $1.55 Million
Q4 2024 Jan 07, 2025	SELL	$216.13 - $242.4 $84,290 - $94,536	-390 Reduced 3.7%	10,144 $2.24 Million
Q3 2024 Oct 16, 2024	BUY	$200.87 - $224.6 $87,981 - $98,374	438 Added 4.34%	10,534 $2.33 Million
Q2 2024 Aug 14, 2024	SELL	$192.84 - $209.44 $1.8 Million - $1.95 Million	-9,317 Reduced 47.99%	10,096 $2.05 Million
Q1 2024 May 01, 2024	SELL	$189.48 - $210.3 $32,211 - $35,751	-170 Reduced 0.87%	19,413 $4.08 Million
Q4 2023 Jan 23, 2024	SELL	$162.21 - $204.82 $19,302 - $24,373	-119 Reduced 0.6%	19,583 $3.93 Million
Q3 2023 Nov 03, 2023	SELL	$174.36 - $198.71 $47,774 - $54,446	-274 Reduced 1.37%	19,702 $3.48 Million
Q2 2023 Jul 19, 2023	SELL	$170.4 - $187.93 $259,008 - $285,653	-1,520 Reduced 7.07%	19,976 $3.74 Million
Q1 2023 Apr 24, 2023	SELL	$170.25 - $198.32 $177,741 - $207,046	-1,044 Reduced 4.63%	21,496 $3.83 Million
Q4 2022 Feb 08, 2023	BUY	$166.81 - $188.05 $40,201 - $45,320	241 Added 1.08%	22,540 $3.93 Million
Q3 2022 Nov 14, 2022	SELL	$164.17 - $201.07 $51,713 - $63,337	-315 Reduced 1.39%	22,299 $3.68 Million
Q2 2022 Aug 11, 2022	BUY	$163.9 - $207.91 $3.34 Million - $4.23 Million	20,357 Added 901.95%	22,614 $3.83 Million
Q3 2021 Nov 08, 2021	BUY	$211.73 - $231.39 $69,023 - $75,433	326 Added 16.88%	2,257 $494,000
Q1 2021 Apr 28, 2021	BUY	$193.5 - $234.42 $16,254 - $19,691	84 Added 4.55%	1,931 $426,000
Q2 2020 Aug 05, 2020	BUY	$104.62 - $153.09 $7,846 - $11,481	75 Added 4.23%	1,847 $264,000
Q1 2020 Apr 27, 2020	BUY	$99.9 - $169.53 $1,198 - $2,034	12 Added 0.68%	1,772 $202,000
Q4 2019 Feb 14, 2020	BUY	$146.46 - $166.68 $257,769 - $293,356	1,760 New	1,760 $291,000

Others Institutions Holding IWM

# of Institutions

2,854

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

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Regent Peak Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History