St. Clair Advisors, LLC Ishares Russell 2000 ETF Transaction History

St. Clair Advisors, LLC

$357 Billion
Q1 2025

A detailed history of St. Clair Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, St. Clair Advisors, LLC holds 2,644 shares of IWM stock, worth $513,253. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,644

Previous 4,834 45.3%

Holding current value

$513,253

Previous $1.07 Billion 50.62%

% of portfolio

0.15%

Previous 0.31%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$198.1 - $229.79 $433,839 - $503,240	-2,190 Reduced 45.3%	2,644 $527 Million
Q4 2024 Feb 14, 2025	BUY	$216.13 - $242.4 $1.04 Million - $1.17 Million	4,834 New	4,834 $1.07 Billion
Q3 2024 Apr 10, 2025	SELL	$200.87 - $224.6 $45,195 - $50,535	-225 Reduced 9.88%	2,052 $453 Million
Q2 2024 Apr 10, 2025	SELL	$192.84 - $209.44 $96,420 - $104,720	-500 Reduced 18.01%	2,277 $462 Million
Q1 2024 Apr 10, 2025	SELL	$189.48 - $210.3 $349,401 - $387,793	-1,844 Reduced 39.9%	2,777 $584 Million
Q4 2023 Apr 10, 2025	BUY	$162.21 - $204.82 $128,470 - $162,217	792 Added 20.68%	4,621 $927 Million
Q3 2023 Apr 10, 2025	SELL	$174.36 - $198.71 $175,231 - $199,703	-1,005 Reduced 20.79%	3,829 $677 Million
Q1 2023 Apr 10, 2025	SELL	$170.25 - $198.32 $87,508 - $101,936	-514 Reduced 13.61%	3,262 $582 Million
Q4 2022 Apr 10, 2025	BUY	$166.81 - $188.05 $113,263 - $127,685	679 Added 21.92%	3,776 $658 Million
Q3 2022 Apr 10, 2025	SELL	$164.17 - $201.07 $37,266 - $45,642	-227 Reduced 6.83%	3,097 $511 Million
Q2 2022 Apr 10, 2025	BUY	$163.9 - $207.91 $117,024 - $148,447	714 Added 27.36%	3,324 $563 Million
Q1 2022 Apr 10, 2025	SELL	$191.52 - $225.32 $2.45 Million - $2.88 Million	-12,786 Reduced 83.05%	2,610 $536 Million
Q4 2021 Apr 10, 2025	BUY	$212.12 - $242.56 $2.24 Million - $2.56 Million	10,562 Added 218.49%	15,396 $3.42 Billion
Q3 2021 Apr 10, 2025	SELL	$211.73 - $231.39 $473,640 - $517,619	-2,237 Reduced 46.28%	2,597 $568 Million

Others Institutions Holding IWM

# of Institutions

2,905

Shares Held

300M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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St. Clair Advisors, LLC Ishares Russell 2000 ETF Transaction History