Shepherd Wealth Management LTD Liability CO Ishares Russell 2000 ETF Transaction History

Shepherd Wealth Management LTD Liability CO

  • $97.3 Billion
  • Q1 2025

A detailed history of Shepherd Wealth Management LTD Liability CO transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Shepherd Wealth Management LTD Liability CO holds 2,173 shares of IWM stock, worth $446,573. This represents 0.45% of its overall portfolio holdings.

Number of Shares
2,173
Previous 125,682 98.27%
Holding current value
$446,573
Previous $27.8 Billion 98.44%
% of portfolio
0.45%
Previous 27.31%

Shares

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

May 12, 2025
SELL
$198.1 - $229.79 $24.5 Million - $28.4 Million
-123,509 Reduced 98.27%
2,173 $433 Million
Q4 2024

Feb 07, 2025
BUY
$216.13 - $242.4 $27.2 Million - $30.5 Million
125,682 New
125,682 $27.8 Billion

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

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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