Ritholtz Wealth Management Ishares Russell 2000 ETF Transaction History

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025

A detailed history of Ritholtz Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Ritholtz Wealth Management holds 2,750 shares of IWM stock, worth $574,832. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,750
Previous 2,276 20.83%
Holding current value
$574,832
Previous $502,000 9.16%
% of portfolio
0.02%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$198.1 - $229.79 $93,899 - $108,920
474 Added 20.83%
2,750 $548,000
Q4 2024

Jan 14, 2025
BUY
$216.13 - $242.4 $35,013 - $39,268
162 Added 7.66%
2,276 $502,000
Q3 2024

Oct 10, 2024
SELL
$200.87 - $224.6 $49,414 - $55,251
-246 Reduced 10.42%
2,114 $466,000
Q2 2024

Jul 31, 2024
BUY
$192.84 - $209.44 $165,263 - $179,490
857 Added 57.02%
2,360 $478,000
Q1 2024

Apr 24, 2024
BUY
$189.48 - $210.3 $284,788 - $316,080
1,503 New
1,503 $316,000
Q2 2021

Jul 20, 2021
SELL
$211.85 - $232.89 $196,808 - $216,354
-929 Closed
0 $0
Q1 2021

May 12, 2021
BUY
$193.5 - $234.42 $179,761 - $217,776
929 New
929 $205,000

Others Institutions Holding IWM

# of Institutions
2,856
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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