Stockman Wealth Management, Inc. Ishares Russell 2000 ETF Transaction History

Stockman Wealth Management, Inc.

$620 Million
Q4 2024

A detailed history of Stockman Wealth Management, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 2,886 shares of IWM stock, worth $652,149. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,886

Previous 2,679 7.73%

Holding current value

$652,149

Previous $591,000 7.78%

% of portfolio

0.1%

Previous 0.09%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$216.13 - $242.4 $44,738 - $50,176	207 Added 7.73%	2,886 $637,000
Q3 2024 Nov 04, 2024	BUY	$200.87 - $224.6 $9,039 - $10,107	45 Added 1.71%	2,679 $591,000
Q2 2024 Jul 31, 2024	SELL	$192.84 - $209.44 $3,856 - $4,188	-20 Reduced 0.75%	2,634 $534,000
Q1 2024 Apr 17, 2024	BUY	$189.48 - $210.3 $5,873 - $6,519	31 Added 1.18%	2,654 $558,000
Q4 2023 Feb 01, 2024	BUY	$162.21 - $204.82 $4,866 - $6,144	30 Added 1.16%	2,623 $526,000
Q3 2023 Oct 31, 2023	BUY	$174.36 - $198.71 $228,585 - $260,508	1,311 Added 102.26%	2,593 $458,000
Q2 2023 Aug 02, 2023	SELL	$170.4 - $187.93 $16,528 - $18,229	-97 Reduced 7.03%	1,282 $240,000
Q1 2023 May 04, 2023	BUY	$170.25 - $198.32 $23,154 - $26,971	136 Added 10.94%	1,379 $246,000
Q4 2022 Feb 07, 2023	BUY	$166.81 - $188.05 $4,003 - $4,513	24 Added 1.97%	1,243 $216,000
Q3 2022 Nov 07, 2022	BUY	$164.17 - $201.07 $200,123 - $245,104	1,219 New	1,219 $201,000
Q1 2022 May 05, 2022	SELL	$191.52 - $225.32 $220,248 - $259,118	-1,150 Closed	0 $0
Q4 2021 Feb 08, 2022	SELL	$212.12 - $242.56 $8,484 - $9,702	-40 Reduced 3.36%	1,150 $256,000
Q3 2021 Nov 02, 2021	BUY	$211.73 - $231.39 $251,958 - $275,354	1,190 New	1,190 $260,000
Q2 2021 Aug 12, 2021	SELL	$211.85 - $232.89 $198,715 - $218,450	-938 Closed	0 $0
Q1 2021 May 05, 2021	SELL	$193.5 - $234.42 $32,701 - $39,616	-169 Reduced 15.27%	938 $207,000
Q4 2020 Feb 08, 2021	BUY	$152.18 - $199.14 $168,463 - $220,447	1,107 New	1,107 $217,000
Q1 2018 May 10, 2018	SELL	$145.44 - $159.96 $641,681 - $705,743	-4,412 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$145.63 - $154.3 $642,519 - $680,771	4,412	4,412 $673,000

Others Institutions Holding IWM

# of Institutions

2,910

Shares Held

310M

Call Options Held

204M

Put Options Held

488M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Stockman Wealth Management, Inc. Ishares Russell 2000 ETF Transaction History