Rtd Financial Advisors, Inc. Ishares Russell 2000 ETF Transaction History

Rtd Financial Advisors, Inc.

$743 Million
Q1 2025

A detailed history of Rtd Financial Advisors, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 64,999 shares of IWM stock, worth $13.6 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

64,999

Previous 69,238 6.12%

Holding current value

$13.6 Million

Previous $15.3 Million 15.24%

% of portfolio

1.74%

Previous 1.96%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$198.1 - $229.79 $839,745 - $974,079	-4,239 Reduced 6.12%	64,999 $13 Million
Q4 2024 Jan 21, 2025	SELL	$216.13 - $242.4 $153,020 - $171,619	-708 Reduced 1.01%	69,238 $15.3 Million
Q3 2024 Oct 30, 2024	SELL	$200.87 - $224.6 $88,985 - $99,497	-443 Reduced 0.63%	69,946 $15.5 Million
Q2 2024 Jul 22, 2024	SELL	$192.84 - $209.44 $200,167 - $217,398	-1,038 Reduced 1.45%	70,389 $14.3 Million
Q1 2024 Apr 19, 2024	SELL	$189.48 - $210.3 $137,183 - $152,257	-724 Reduced 1.0%	71,427 $15 Million
Q4 2023 Jan 17, 2024	BUY	$162.21 - $204.82 $47,203 - $59,602	291 Added 0.4%	72,151 $14.5 Million
Q3 2023 Oct 19, 2023	BUY	$174.36 - $198.71 $3,661 - $4,172	21 Added 0.03%	71,860 $12.7 Million
Q2 2023 Jul 13, 2023	BUY	$170.4 - $187.93 $83,496 - $92,085	490 Added 0.69%	71,839 $13.5 Million
Q1 2023 Apr 18, 2023	BUY	$170.25 - $198.32 $311,046 - $362,330	1,827 Added 2.63%	71,349 $12.7 Million
Q4 2022 Jan 24, 2023	SELL	$166.81 - $188.05 $36,197 - $40,806	-217 Reduced 0.31%	69,522 $0
Q3 2022 Oct 12, 2022	SELL	$164.17 - $201.07 $67,145 - $82,237	-409 Reduced 0.58%	69,739 $11.5 Million
Q2 2022 Jul 21, 2022	BUY	$163.9 - $207.91 $1.12 Million - $1.42 Million	6,838 Added 10.8%	70,148 $11.9 Million
Q1 2022 May 03, 2022	BUY	$191.52 - $225.32 $427,281 - $502,688	2,231 Added 3.65%	63,310 $13 Million
Q4 2021 May 02, 2022	BUY	$212.12 - $242.56 $13 Million - $14.8 Million	61,079 New	61,079 $13.6 Million

Others Institutions Holding IWM

# of Institutions

2,859

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

More about IWM

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Rtd Financial Advisors, Inc. Ishares Russell 2000 ETF Transaction History