Retirement Income Solutions, Inc Ishares Russell 2000 ETF Transaction History

Retirement Income Solutions, Inc

$486 Million
Q4 2024

A detailed history of Retirement Income Solutions, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Retirement Income Solutions, Inc holds 1,764 shares of IWM stock, worth $378,572. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,764

Previous 1,313 34.35%

Holding current value

$378,572

Previous $290,000 34.14%

% of portfolio

0.08%

Previous 0.07%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$216.13 - $242.4 $97,474 - $109,322	451 Added 34.35%	1,764 $389,000
Q2 2024 Aug 01, 2024	SELL	$192.84 - $209.44 $66,529 - $72,256	-345 Reduced 20.81%	1,313 $266,000
Q1 2024 May 03, 2024	BUY	$189.48 - $210.3 $28,422 - $31,545	150 Added 9.95%	1,658 $348,000
Q3 2023 Nov 01, 2023	BUY	$174.36 - $198.71 $21,795 - $24,838	125 Added 9.04%	1,508 $266,000
Q4 2022 Feb 08, 2023	SELL	$166.81 - $188.05 $6,672 - $7,522	-40 Reduced 2.81%	1,383 $241,000
Q3 2022 Nov 02, 2022	BUY	$164.17 - $201.07 $32,013 - $39,208	195 Added 15.88%	1,423 $236,000
Q2 2022 Aug 16, 2022	SELL	$163.9 - $207.91 $38,352 - $48,650	-234 Reduced 16.01%	1,228 $208,000
Q1 2022 May 06, 2022	SELL	$191.52 - $225.32 $245,528 - $288,860	-1,282 Reduced 46.72%	1,462 $300 Million
Q4 2021 Feb 04, 2022	BUY	$212.12 - $242.56 $250,089 - $285,978	1,179 Added 75.34%	2,744 $610 Million
Q3 2021 Nov 04, 2021	SELL	$211.73 - $231.39 $154,774 - $169,146	-731 Reduced 31.84%	1,565 $342 Million
Q2 2021 Jul 29, 2021	BUY	$211.85 - $232.89 $84,740 - $93,156	400 Added 21.1%	2,296 $527 Million
Q1 2021 May 13, 2021	BUY	$193.5 - $234.42 $110,875 - $134,322	573 Added 43.31%	1,896 $419 Million
Q4 2020 Feb 12, 2021	BUY	$152.18 - $199.14 $201,334 - $263,462	1,323 New	1,323 $259 Million
Q2 2020 Aug 06, 2020	SELL	$104.62 - $153.09 $311,349 - $455,595	-2,976 Closed	0 $0
Q1 2020 May 11, 2020	SELL	$99.9 - $169.53 $427,272 - $725,079	-4,277 Reduced 58.97%	2,976 $341 Million
Q3 2019 Oct 25, 2019	SELL	$144.85 - $157.9 $86,475 - $94,266	-597 Reduced 7.61%	7,253 $1.1 Billion
Q2 2019 Jul 23, 2019	SELL	$145.86 - $160.71 $7,001 - $7,714	-48 Reduced 0.61%	7,850 $1.22 Billion
Q1 2019 May 13, 2019	SELL	$132.25 - $158.24 $30,682 - $36,711	-232 Reduced 2.85%	7,898 $1.21 Billion
Q4 2018 Jan 30, 2019	BUY	$125.88 - $166.33 $263,340 - $347,962	2,092 Added 34.65%	8,130 $1.09 Billion
Q3 2018 Nov 01, 2018	BUY	$164.2 - $173.02 $53,200 - $56,058	324 Added 5.67%	6,038 $1.02 Billion
Q2 2018 Jul 26, 2018	SELL	$148.13 - $169.97 $7,258 - $8,328	-49 Reduced 0.85%	5,714 $936 Million
Q1 2018 Apr 30, 2018	BUY	$145.44 - $159.96 $6,108 - $6,718	42 Added 0.73%	5,763 $875 Million
Q4 2017 Feb 06, 2018	BUY	$145.63 - $154.3 $833,149 - $882,750	5,721	5,721 $872 Million

Others Institutions Holding IWM

# of Institutions

2,938

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
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Retirement Income Solutions, Inc Ishares Russell 2000 ETF Transaction History