Strategies Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Strategies Wealth Advisors, LLC

  • $819 Billion
  • Q1 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 1,843 shares of IWM stock, worth $385,242. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,843
Previous 6,022 69.4%
Holding current value
$385,242
Previous $1.37 Billion 73.1%
% of portfolio
0.04%
Previous 0.17%

Shares

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

May 14, 2025
SELL
$198.1 - $229.79 $827,859 - $960,292
-4,179 Reduced 69.4%
1,843 $368 Million
Q4 2024

Feb 13, 2025
BUY
$216.13 - $242.4 $459,708 - $515,584
2,127 Added 54.61%
6,022 $1.37 Billion
Q3 2024

Oct 07, 2024
BUY
$200.87 - $224.6 $409,573 - $457,959
2,039 Added 109.86%
3,895 $860 Million
Q2 2024

Jul 29, 2024
BUY
$192.84 - $209.44 $93,913 - $101,997
487 Added 35.57%
1,856 $377 Million
Q1 2024

Apr 22, 2024
BUY
$189.48 - $210.3 $26,527 - $29,442
140 Added 11.39%
1,369 $288 Million
Q4 2023

Jan 22, 2024
SELL
$162.21 - $204.82 $31,793 - $40,144
-196 Reduced 13.75%
1,229 $247 Million
Q3 2023

Oct 10, 2023
BUY
$174.36 - $198.71 $17,436 - $19,871
100 Added 7.55%
1,425 $252 Million
Q2 2023

Jul 12, 2023
BUY
$170.4 - $187.93 $170 - $187
1 Added 0.08%
1,325 $248 Million
Q1 2023

Jun 27, 2023
SELL
$170.25 - $198.32 $4,767 - $5,552
-28 Reduced 2.07%
1,324 $236 Million
Q4 2022

Jun 27, 2023
BUY
$166.81 - $188.05 $225,527 - $254,243
1,352 New
1,352 $236 Million

Others Institutions Holding IWM

# of Institutions
2,858
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
Track This Portfolio

Track Strategies Wealth Advisors, LLC Portfolio

Follow Strategies Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategies Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategies Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email