Sax Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 2025

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 2,715 shares of IWM stock, worth $568,005. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,715
Previous 2,383 13.93%
Holding current value
$568,005
Previous $526,000 2.85%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 14, 2025
BUY
$198.1 - $229.79 $65,769 - $76,290
332 Added 13.93%
2,715 $541,000
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
2,860
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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