Schrum Private Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Schrum Private Wealth Management LLC

  • $113 Million
  • Q1 2025

A detailed history of Schrum Private Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 3,441 shares of IWM stock, worth $719,891. This represents 0.61% of its overall portfolio holdings.

Number of Shares
3,441
Previous 3,848 10.58%
Holding current value
$719,891
Previous $850,000 19.29%
% of portfolio
0.61%
Previous 0.72%

Shares

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

May 02, 2025
SELL
$198.1 - $229.79 $80,626 - $93,524
-407 Reduced 10.58%
3,441 $686,000
Q4 2024

Feb 06, 2025
BUY
$216.13 - $242.4 $831,668 - $932,755
3,848 New
3,848 $850,000
Q1 2024

May 02, 2024
BUY
$189.48 - $210.3 $349,590 - $388,003
1,845 New
1,845 $388,000
Q1 2022

May 05, 2022
SELL
$191.52 - $225.32 $47,880 - $56,330
-250 Reduced 12.2%
1,800 $369,000
Q4 2021

Mar 11, 2022
BUY
$212.12 - $242.56 $434,846 - $497,248
2,050 New
2,050 $456,000

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
Track This Portfolio

Track Schrum Private Wealth Management LLC Portfolio

Follow Schrum Private Wealth Management 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 Schrum Private Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schrum Private Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email