Sar Wealth Management Group, LLC Ishares Russell 2000 ETF Transaction History

Sar Wealth Management Group, LLC

  • $149 Billion
  • Q1 2025

A detailed history of Sar Wealth Management Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 3,025 shares of IWM stock, worth $632,860. This represents 0.4% of its overall portfolio holdings.

Number of Shares
3,025
Previous 3,019 0.2%
Holding current value
$632,860
Previous $667 Million 9.52%
% of portfolio
0.4%
Previous 0.45%

Shares

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

Apr 11, 2025
BUY
$198.1 - $229.79 $1,188 - $1,378
6 Added 0.2%
3,025 $604 Million
Q4 2024

Jan 15, 2025
SELL
$216.13 - $242.4 $16,858 - $18,907
-78 Reduced 2.52%
3,019 $667 Million
Q3 2024

Oct 17, 2024
BUY
$200.87 - $224.6 $1,807 - $2,021
9 Added 0.29%
3,097 $684 Million
Q2 2024

Jul 15, 2024
SELL
$192.84 - $209.44 $134,988 - $146,608
-700 Reduced 18.48%
3,088 $626 Million
Q1 2024

Apr 15, 2024
BUY
$189.48 - $210.3 $268,493 - $297,995
1,417 Added 59.76%
3,788 $797 Million
Q4 2023

Feb 12, 2024
BUY
$162.21 - $204.82 $384,599 - $485,628
2,371 New
2,371 $476 Million

Others Institutions Holding IWM

# of Institutions
2,860
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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