Schrum Private Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Schrum Private Wealth Management LLC

  • $135 Million
  • Q3 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 2,783 shares of IWM stock, worth $660,906. This represents 0.5% of its overall portfolio holdings.

Number of Shares
2,783
Previous 3,441 19.12%
Holding current value
$660,906
Previous $742,000 9.3%
% of portfolio
0.5%
Previous 0.6%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$214.92 - $244.84 $141,417 - $161,104
-658 Reduced 19.12%
2,783 $673,000
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
3,026
Shares Held
284M
Call Options Held
229M
Put Options Held
551M
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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