Rothschild Capital Partners, LLC Ishares Russell 2000 ETF Transaction History

Rothschild Capital Partners, LLC

$406 Million
Q4 2024

A detailed history of Rothschild Capital Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Rothschild Capital Partners, LLC holds 39,830 shares of IWM stock, worth $8.23 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

39,830

Previous 39,868 0.1%

Holding current value

$8.23 Million

Previous $8.81 Million 0.07%

% of portfolio

2.17%

Previous 2.46%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$216.13 - $242.4 $8,212 - $9,211	-38 Reduced 0.1%	39,830 $8.8 Million
Q3 2024 Nov 14, 2024	SELL	$200.87 - $224.6 $5.57 Million - $6.23 Million	-27,730 Reduced 41.02%	39,868 $8.81 Million
Q2 2024 Aug 13, 2024	BUY	$192.84 - $209.44 $94,298 - $102,416	489 Added 0.73%	67,598 $13.7 Million
Q1 2024 May 14, 2024	SELL	$189.48 - $210.3 $3,789 - $4,206	-20 Reduced 0.03%	67,109 $14.1 Million
Q4 2023 Feb 14, 2024	BUY	$162.21 - $204.82 $4.34 Million - $5.48 Million	26,760 Added 66.29%	67,129 $13.5 Million
Q3 2023 Nov 14, 2023	BUY	$174.36 - $198.71 $7.04 Million - $8.02 Million	40,369 New	40,369 $7.13 Million
Q1 2022 May 04, 2022	SELL	$191.52 - $225.32 $9.88 Million - $11.6 Million	-51,592 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$212.12 - $242.56 $472,179 - $539,938	2,226 Added 4.51%	51,592 $11.5 Million
Q3 2021 Nov 02, 2021	BUY	$211.73 - $231.39 $30,489 - $33,320	144 Added 0.29%	49,366 $10.8 Million
Q2 2021 Jul 30, 2021	SELL	$211.85 - $232.89 $376,033 - $413,379	-1,775 Reduced 3.48%	49,222 $11.3 Million
Q1 2021 May 03, 2021	SELL	$193.5 - $234.42 $5,418 - $6,563	-28 Reduced 0.05%	50,997 $11.3 Million
Q4 2020 Jan 29, 2021	BUY	$152.18 - $199.14 $7.76 Million - $10.2 Million	51,025 New	51,025 $10 Million

Others Institutions Holding IWM

# of Institutions

2,942

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Rothschild Capital Partners, LLC Ishares Russell 2000 ETF Transaction History