Sax Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 2,383 shares of IWM stock, worth $538,558. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,383

Previous 2,454 2.89%

Holding current value

$538,558

Previous $542,000 2.95%

% of portfolio

0.04%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$216.13 - $242.4 $15,345 - $17,210	-71 Reduced 2.89%	2,383 $526,000
Q3 2024 Oct 17, 2024	BUY	$200.87 - $224.6 $166,320 - $185,968	828 Added 50.92%	2,454 $542,000
Q2 2024 Jul 12, 2024	BUY	$192.84 - $209.44 $37,025 - $40,212	192 Added 13.39%	1,626 $329,000
Q1 2024 May 13, 2024	BUY	$189.48 - $210.3 $3,221 - $3,575	17 Added 1.2%	1,434 $301,000
Q4 2023 Feb 14, 2024	BUY	$162.21 - $204.82 $811 - $1,024	5 Added 0.35%	1,417 $284,000
Q3 2023 Nov 07, 2023	BUY	$174.36 - $198.71 $246,196 - $280,578	1,412 New	1,412 $249,000
Q4 2022 Feb 06, 2023	BUY	$166.81 - $188.05 $192,665 - $217,197	1,155 New	1,155 $201,000
Q2 2021 Aug 12, 2021	SELL	$211.85 - $232.89 $1.08 Million - $1.19 Million	-5,105 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$193.5 - $234.42 $987,817 - $1.2 Million	5,105 New	5,105 $1.13 Million

Others Institutions Holding IWM

# of Institutions

2,801

Shares Held

312M

Call Options Held

232M

Put Options Held

521M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Sax Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History