Smith, Salley & Associates Ishares Russell 2000 ETF Transaction History

Smith, Salley & Associates

  • $1.46 Billion
  • Q1 2025

A detailed history of Smith, Salley & Associates transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Smith, Salley & Associates holds 1,014 shares of IWM stock, worth $205,395. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,014
Holding current value
$205,395
% of portfolio
0.01%

Shares

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

Apr 25, 2025
BUY
$198.1 - $229.79 $200,873 - $233,007
1,014 New
1,014 $202,000
Q4 2023

Jan 24, 2024
BUY
$162.21 - $204.82 $36,497 - $46,084
225 Added 12.44%
2,034 $408,000
Q3 2023

Oct 27, 2023
BUY
$174.36 - $198.71 $174 - $198
1 Added 0.06%
1,809 $319,000
Q2 2023

Aug 04, 2023
BUY
$170.4 - $187.93 $35,443 - $39,089
208 Added 13.0%
1,808 $338,000
Q1 2023

May 03, 2023
SELL
$170.25 - $198.32 $21,281 - $24,790
-125 Reduced 7.25%
1,600 $285,000
Q4 2022

Feb 03, 2023
BUY
$166.81 - $188.05 $25,188 - $28,395
151 Added 9.59%
1,725 $300,000
Q3 2022

Nov 01, 2022
SELL
$164.17 - $201.07 $33,983 - $41,621
-207 Reduced 11.62%
1,574 $260,000
Q2 2022

Aug 01, 2022
BUY
$163.9 - $207.91 $33,927 - $43,037
207 Added 13.15%
1,781 $302,000
Q1 2022

May 10, 2022
SELL
$191.52 - $225.32 $36,963 - $43,486
-193 Reduced 10.92%
1,574 $323,000
Q4 2021

Feb 10, 2022
SELL
$212.12 - $242.56 $22,060 - $25,226
-104 Reduced 5.56%
1,767 $394,000
Q3 2021

Nov 05, 2021
SELL
$211.73 - $231.39 $24,984 - $27,304
-118 Reduced 5.93%
1,871 $409,000
Q1 2021

Apr 30, 2021
BUY
$193.5 - $234.42 $15,673 - $18,988
81 Added 4.25%
1,989 $439,000
Q4 2020

Jan 28, 2021
BUY
$152.18 - $199.14 $290,359 - $379,959
1,908 New
1,908 $375,000

Others Institutions Holding IWM

# of Institutions
2,854
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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