Safeguard Investment Advisory Group, LLC Ishares Russell 2000 ETF Transaction History

Safeguard Investment Advisory Group, LLC

  • $401 Million
  • Q3 2025

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 1,008 shares of IWM stock, worth $239,379. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,008
Previous 1,126 10.48%
Holding current value
$239,379
Previous $242,000 0.41%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$214.92 - $244.84 $25,360 - $28,891
-118 Reduced 10.48%
1,008 $243,000
Q2 2025

Aug 14, 2025
BUY
$174.82 - $215.79 $196,847 - $242,979
1,126 New
1,126 $242,000
Q1 2021

May 10, 2021
SELL
$193.5 - $234.42 $133,708 - $161,984
-691 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
$152.18 - $199.14 $105,156 - $137,605
691 New
691 $135,000

Others Institutions Holding IWM

# of Institutions
3,028
Shares Held
284M
Call Options Held
229M
Put Options Held
551M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Safeguard Investment Advisory Group, LLC Portfolio

Follow Safeguard Investment Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Safeguard Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safeguard Investment Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email