Strategic Wealth Advisors Group, LLC Ishares Russell 2000 ETF Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 20,987 shares of IWM stock, worth $4.21 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

20,987

Previous 27,676 24.17%

Holding current value

$4.21 Million

Previous $4.81 Million 28.02%

% of portfolio

0.15%

Previous 0.2%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$164.17 - $201.07 $1.1 Million - $1.34 Million	-6,689 Reduced 24.17%	20,987 $3.46 Million
Q2 2022 Aug 12, 2022	SELL	$163.9 - $207.91 $1.06 Million - $1.34 Million	-6,452 Reduced 18.91%	27,676 $4.81 Million
Q1 2022 May 10, 2022	BUY	$191.52 - $225.32 $99,590 - $117,166	520 Added 1.55%	34,128 $7.01 Million
Q4 2021 Feb 16, 2022	SELL	$212.12 - $242.56 $3.76 Million - $4.3 Million	-17,716 Reduced 34.52%	33,608 $7.56 Million
Q3 2021 Nov 17, 2021	BUY	$211.73 - $231.39 $1.57 Million - $1.72 Million	7,416 Added 16.89%	51,324 $11.2 Million
Q2 2021 Aug 10, 2021	SELL	$211.85 - $232.89 $1.61 Million - $1.77 Million	-7,606 Reduced 14.76%	43,908 $10.1 Million
Q1 2021 May 07, 2021	BUY	$193.5 - $234.42 $3.98 Million - $4.82 Million	20,545 Added 66.34%	51,514 $11.4 Million
Q4 2020 Feb 12, 2021	BUY	$152.18 - $199.14 $4.71 Million - $6.17 Million	30,969 New	30,969 $6.07 Million
Q3 2020 Nov 30, 2020	SELL	$139.07 - $158.46 $2.87 Million - $3.27 Million	-20,621 Closed	0 $0
Q2 2020 Aug 03, 2020	SELL	$104.62 - $153.09 $915,634 - $1.34 Million	-8,752 Reduced 29.8%	20,621 $2.94 Million
Q1 2020 May 05, 2020	SELL	$99.9 - $169.53 $449,550 - $762,885	-4,500 Reduced 13.28%	29,373 $3.2 Million
Q4 2019 Feb 10, 2020	SELL	$146.46 - $166.68 $604,147 - $687,555	-4,125 Reduced 10.86%	33,873 $5.61 Million
Q3 2019 Nov 04, 2019	BUY	$144.85 - $157.9 $6,373 - $6,947	44 Added 0.12%	37,998 $5.67 Million
Q2 2019 Aug 13, 2019	SELL	$145.86 - $160.71 $311,119 - $342,794	-2,133 Reduced 5.32%	37,954 $5.91 Million
Q1 2019 May 02, 2019	SELL	$132.25 - $158.24 $390,534 - $467,282	-2,953 Reduced 6.86%	40,087 $0
Q4 2018 Feb 12, 2019	SELL	$125.88 - $166.33 $522,276 - $690,103	-4,149 Reduced 8.79%	43,040 $6.11 Million
Q3 2018 Nov 07, 2018	BUY	$164.2 - $173.02 $7.75 Million - $8.16 Million	47,189 New	47,189 $7.95 Million
Q2 2018 Sep 17, 2018	SELL	$148.13 - $169.97 $10.6 Million - $12.2 Million	-71,796 Closed	0 $0
Q1 2018 May 08, 2018	BUY	$145.44 - $159.96 $6.24 Million - $6.86 Million	42,887 Added 148.35%	71,796 $10.9 Million
Q4 2017 Mar 08, 2018	SELL	$145.63 - $154.3 $1.85 Million - $1.96 Million	-12,696 Reduced 30.52%	28,909 $4.41 Million
Q3 2017 Nov 07, 2017	BUY	$144.61 - $148.18 $6.02 Million - $6.17 Million	41,605	41,605 $6.17 Million

Others Institutions Holding IWM

# of Institutions

2,957

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
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Strategic Wealth Advisors Group, LLC Ishares Russell 2000 ETF Transaction History