Sterling Investment Advisors LLC Ishares Russell 2000 ETF Transaction History

Sterling Investment Advisors LLC

  • $218 Million
  • Q2 2025

A detailed history of Sterling Investment Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sterling Investment Advisors LLC holds 8,493 shares of IWM stock, worth $1.87 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
8,493
Previous 8,077 5.15%
Holding current value
$1.87 Million
Previous $1.61 Million 13.72%
% of portfolio
0.84%
Previous 0.91%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$174.82 - $215.79 $72,725 - $89,768
416 Added 5.15%
8,493 $1.83 Million
Q1 2025

Apr 24, 2025
BUY
$198.1 - $229.79 $198 - $229
1 Added 0.01%
8,077 $1.61 Million
Q4 2024

Jan 14, 2025
SELL
$216.13 - $242.4 $110,226 - $123,624
-510 Reduced 5.94%
8,076 $1.78 Million
Q3 2024

Oct 21, 2024
BUY
$200.87 - $224.6 $48,610 - $54,353
242 Added 2.9%
8,586 $1.9 Million
Q2 2024

Jul 10, 2024
SELL
$192.84 - $209.44 $194,575 - $211,324
-1,009 Reduced 10.79%
8,344 $1.69 Million
Q1 2024

Apr 11, 2024
BUY
$189.48 - $210.3 $29,558 - $32,806
156 Added 1.7%
9,353 $1.97 Million
Q4 2023

Jan 17, 2024
SELL
$162.21 - $204.82 $296,682 - $374,615
-1,829 Reduced 16.59%
9,197 $1.85 Million
Q3 2023

Oct 26, 2023
SELL
$174.36 - $198.71 $44,113 - $50,273
-253 Reduced 2.24%
11,026 $1.95 Million
Q2 2023

Jul 28, 2023
BUY
$170.4 - $187.93 $7,668 - $8,456
45 Added 0.4%
11,279 $2.11 Million
Q1 2023

Apr 17, 2023
BUY
$170.25 - $198.32 $340 - $396
2 Added 0.02%
11,234 $2 Million
Q4 2022

Jan 26, 2023
SELL
$166.81 - $188.05 $18,349 - $20,685
-110 Reduced 0.97%
11,232 $0
Q3 2022

Oct 25, 2022
SELL
$164.17 - $201.07 $53,355 - $65,347
-325 Reduced 2.79%
11,342 $1.87 Million
Q2 2022

Jul 27, 2022
BUY
$163.9 - $207.91 $3,769 - $4,781
23 Added 0.2%
11,667 $1.98 Million
Q1 2022

Apr 14, 2022
BUY
$191.52 - $225.32 $243,038 - $285,931
1,269 Added 12.23%
11,644 $2.39 Million
Q4 2021

Jan 25, 2022
SELL
$212.12 - $242.56 $100,969 - $115,458
-476 Reduced 4.39%
10,375 $2.31 Million
Q3 2021

Oct 18, 2021
BUY
$211.73 - $231.39 $212,153 - $231,852
1,002 Added 10.17%
10,851 $2.37 Million
Q2 2021

Jul 28, 2021
SELL
$211.85 - $232.89 $92,366 - $101,540
-436 Reduced 4.24%
9,849 $2.26 Million
Q1 2021

Apr 19, 2021
SELL
$193.5 - $234.42 $296,635 - $359,365
-1,533 Reduced 12.97%
10,285 $2.27 Million
Q4 2020

Jan 27, 2021
SELL
$152.18 - $199.14 $127,070 - $166,281
-835 Reduced 6.6%
11,818 $2.32 Million
Q3 2020

Oct 14, 2020
BUY
$139.07 - $158.46 $417 - $475
3 Added 0.02%
12,653 $1.9 Million
Q2 2020

Jul 13, 2020
BUY
$104.62 - $153.09 $143,015 - $209,274
1,367 Added 12.12%
12,650 $1.81 Million
Q1 2020

Apr 22, 2020
SELL
$99.9 - $169.53 $33,566 - $56,962
-336 Reduced 2.89%
11,283 $1.29 Million
Q4 2019

Feb 14, 2020
BUY
$146.46 - $166.68 $439 - $500
3 Added 0.03%
11,619 $1.93 Million
Q3 2019

Oct 16, 2019
BUY
$144.85 - $157.9 $43,744 - $47,685
302 Added 2.67%
11,616 $1.76 Million
Q2 2019

Jul 19, 2019
BUY
$145.86 - $160.71 $66,803 - $73,605
458 Added 4.22%
11,314 $1.76 Million
Q1 2019

Apr 10, 2019
SELL
$132.25 - $158.24 $223,899 - $267,900
-1,693 Reduced 13.49%
10,856 $1.66 Million
Q4 2018

Jan 30, 2019
BUY
$125.88 - $166.33 $123,991 - $163,835
985 Added 8.52%
12,549 $1.68 Million
Q3 2018

Oct 11, 2018
SELL
$164.2 - $173.02 $39,900 - $42,043
-243 Reduced 2.06%
11,564 $1.95 Million
Q2 2018

Jul 13, 2018
SELL
$148.13 - $169.97 $166,053 - $190,536
-1,121 Reduced 8.67%
11,807 $1.93 Million
Q1 2018

Apr 24, 2018
BUY
$145.44 - $159.96 $68,647 - $75,501
472 Added 3.79%
12,928 $1.96 Million
Q4 2017

Jan 26, 2018
SELL
$145.63 - $154.3 $96,989 - $102,763
-666 Reduced 5.08%
12,456 $1.9 Million
Q3 2017

Oct 20, 2017
BUY
$144.61 - $148.18 $87,778 - $89,945
607 Added 4.85%
13,122 $1.94 Million
Q3 2017

Oct 12, 2017
BUY
$144.61 - $148.18 $1.81 Million - $1.85 Million
12,515
12,515 $1.76 Million

Others Institutions Holding IWM

# of Institutions
2,915
Shares Held
303M
Call Options Held
285M
Put Options Held
617M
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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