Reuter James Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Reuter James Wealth Management, LLC

$552 Million
Q1 2025

A detailed history of Reuter James Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 2,031 shares of IWM stock, worth $395,760. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,031

Previous 2,031 -0.0%

Holding current value

$395,760

Previous $448,000 9.15%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$200.87 - $224.6 $9,039 - $10,107	-45 Reduced 2.17%	2,031 $448,000
Q2 2024 Aug 01, 2024	SELL	$192.84 - $209.44 $4,435 - $4,817	-23 Reduced 1.1%	2,076 $421,000
Q3 2023 Nov 13, 2023	BUY	$174.36 - $198.71 $365,981 - $417,092	2,099 New	2,099 $370,000
Q1 2023 May 10, 2023	SELL	$170.25 - $198.32 $3,064 - $3,569	-18 Reduced 0.83%	2,159 $385,000
Q4 2022 Feb 06, 2023	SELL	$166.81 - $188.05 $2,835 - $3,196	-17 Reduced 0.77%	2,177 $379,000
Q1 2022 Apr 14, 2022	SELL	$191.52 - $225.32 $3,447 - $4,055	-18 Reduced 0.81%	2,194 $450,000
Q4 2021 Jan 25, 2022	BUY	$212.12 - $242.56 $469,209 - $536,542	2,212 New	2,212 $492,000

Others Institutions Holding IWM

# of Institutions

2,877

Shares Held

296M

Call Options Held

213M

Put Options Held

498M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Reuter James Wealth Management, LLC Ishares Russell 2000 ETF Transaction History