Sharkey, Howes & Javer Ishares Russell 2000 ETF Transaction History

Sharkey, Howes & Javer

$654 Million
Q1 2025

A detailed history of Sharkey, Howes & Javer transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sharkey, Howes & Javer holds 4,494 shares of IWM stock, worth $939,380. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,494

Previous 5,113 12.11%

Holding current value

$939,380

Previous $1.13 Million 20.64%

% of portfolio

0.14%

Previous 0.17%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$198.1 - $229.79 $122,623 - $142,240	-619 Reduced 12.11%	4,494 $896,000
Q4 2024 Feb 05, 2025	BUY	$216.13 - $242.4 $79,319 - $88,960	367 Added 7.73%	5,113 $1.13 Million
Q3 2024 Oct 21, 2024	BUY	$200.87 - $224.6 $148,041 - $165,530	737 Added 18.38%	4,746 $1.05 Million
Q2 2024 Jul 17, 2024	SELL	$192.84 - $209.44 $458,187 - $497,629	-2,376 Reduced 37.21%	4,009 $813,000
Q1 2024 Apr 18, 2024	BUY	$189.48 - $210.3 $14,211 - $15,772	75 Added 1.19%	6,385 $1.34 Million
Q4 2023 Jan 19, 2024	BUY	$162.21 - $204.82 $24,655 - $31,132	152 Added 2.47%	6,310 $1.27 Million
Q3 2023 Oct 31, 2023	BUY	$174.36 - $198.71 $90,841 - $103,527	521 Added 9.24%	6,158 $1.09 Million
Q4 2022 Jan 30, 2023	SELL	$166.81 - $188.05 $481,580 - $542,900	-2,887 Reduced 33.87%	5,637 $982,000
Q1 2022 Apr 25, 2022	SELL	$191.52 - $225.32 $49,986 - $58,808	-261 Reduced 2.97%	8,524 $1.75 Million
Q2 2021 Jul 28, 2021	BUY	$211.85 - $232.89 $758,634 - $833,979	3,581 Added 68.81%	8,785 $2.02 Million
Q3 2020 Oct 21, 2020	SELL	$139.07 - $158.46 $23,224 - $26,462	-167 Reduced 3.11%	5,204 $780,000
Q2 2020 Jul 22, 2020	SELL	$104.62 - $153.09 $87,253 - $127,677	-834 Reduced 13.44%	5,371 $769,000
Q1 2020 Apr 24, 2020	SELL	$99.9 - $169.53 $852,446 - $1.45 Million	-8,533 Reduced 57.9%	6,205 $710,000
Q2 2019 Jul 24, 2019	BUY	$145.86 - $160.71 $9,626 - $10,606	66 Added 0.45%	14,738 $2.29 Million
Q1 2019 Apr 18, 2019	SELL	$132.25 - $158.24 $8,860 - $10,602	-67 Reduced 0.45%	14,672 $2.25 Million
Q2 2018 Jul 26, 2018	BUY	$148.13 - $169.97 $15,405 - $17,676	104 Added 0.71%	14,739 $2.41 Million
Q1 2018 Apr 26, 2018	BUY	$145.44 - $159.96 $19,488 - $21,434	134 Added 0.92%	14,635 $2.22 Million
Q4 2017 Feb 15, 2018	BUY	$145.63 - $154.3 $2 Million - $2.12 Million	13,722 Added 1761.49%	14,501 $2.21 Million
Q4 2017 Feb 14, 2018	SELL	$145.63 - $154.3 $1.92 Million - $2.04 Million	-13,199 Reduced 94.43%	779 $162,000
Q3 2017 Oct 11, 2017	BUY	$144.61 - $148.18 $2.02 Million - $2.07 Million	13,978	13,978 $2.1 Million

Others Institutions Holding IWM

# of Institutions

2,856

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sharkey, Howes & Javer, based on Form 13F filings with the SEC.

News

Stay updated on Sharkey, Howes & Javer with notifications on news.

Account

Sharkey, Howes & Javer Ishares Russell 2000 ETF Transaction History