Schechter Investment Advisors, LLC Ishares Russell 2000 ETF Transaction History

Schechter Investment Advisors, LLC

  • $853 Million
  • Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 8,270 shares of IWM stock, worth $2.03 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,270
Previous 8,438 1.99%
Holding current value
$2.03 Million
Previous $1.86 Million 11.53%
% of portfolio
0.19%
Previous 0.2%

Shares

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

May 01, 2025
SELL
$198.1 - $229.79 $33,280 - $38,604
-168 Reduced 1.99%
8,270 $1.65 Million
Q4 2024

Feb 06, 2025
BUY
$216.13 - $242.4 $2,377 - $2,666
11 Added 0.13%
8,438 $1.86 Million
Q3 2024

Nov 12, 2024
SELL
$200.87 - $224.6 $87,981 - $98,374
-438 Reduced 4.94%
8,427 $1.86 Million
Q2 2024

Aug 12, 2024
SELL
$192.84 - $209.44 $20,441 - $22,200
-106 Reduced 1.18%
8,865 $1.8 Million
Q4 2023

Jan 17, 2024
BUY
$162.21 - $204.82 $38,119 - $48,132
235 Added 2.69%
8,971 $1.8 Million
Q3 2023

Nov 06, 2023
BUY
$174.36 - $198.71 $69,744 - $79,484
400 Added 4.8%
8,736 $1.54 Million
Q1 2023

Apr 28, 2023
BUY
$170.25 - $198.32 $1,021 - $1,189
6 Added 0.07%
8,336 $1.49 Million
Q4 2022

Feb 13, 2023
SELL
$166.81 - $188.05 $84,739 - $95,529
-508 Reduced 5.75%
8,330 $1.45 Million
Q3 2022

Nov 04, 2022
SELL
$164.17 - $201.07 $90,786 - $111,191
-553 Reduced 5.89%
8,838 $1.46 Million
Q2 2022

Nov 03, 2022
BUY
$163.9 - $207.91 $1.54 Million - $1.95 Million
9,391 New
9,391 $1.59 Million
Q1 2022

Nov 18, 2022
BUY
$191.52 - $225.32 $67,415 - $79,312
352 Added 3.98%
9,190 $1.89 Million
Q4 2021

Dec 27, 2022
BUY
$212.12 - $242.56 $526,693 - $602,276
2,483 Added 28.09%
11,321 $2.52 Million

Others Institutions Holding IWM

# of Institutions
2,937
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
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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