Surience Private Wealth LLC Ishares Russell 2000 ETF Transaction History

Surience Private Wealth LLC

  • $104 Million
  • Q3 2025

A detailed history of Surience Private Wealth LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Surience Private Wealth LLC holds 58,082 shares of IWM stock, worth $14.3 Million. This represents 13.55% of its overall portfolio holdings.

Number of Shares
58,082
Holding current value
$14.3 Million
% of portfolio
13.55%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$214.92 - $244.84 $12.5 Million - $14.2 Million
58,082 New
58,082 $14.1 Million
Q1 2025

Apr 24, 2025
BUY
$198.1 - $229.79 $1.15 Million - $1.33 Million
5,807 Added 29.89%
25,234 $5.03 Million
Q4 2024

Jan 14, 2025
SELL
$216.13 - $242.4 $6.68 Million - $7.5 Million
-30,927 Reduced 61.42%
19,427 $4.29 Million
Q3 2024

Oct 21, 2024
BUY
$200.87 - $224.6 $4.87 Million - $5.44 Million
24,222 Added 92.69%
50,354 $11.1 Million
Q2 2024

Aug 09, 2024
SELL
$192.84 - $209.44 $3.86 Million - $4.19 Million
-19,998 Reduced 43.35%
26,132 $5.3 Million
Q1 2024

May 13, 2024
BUY
$189.48 - $210.3 $3.12 Million - $3.46 Million
16,469 Added 55.52%
46,130 $9.7 Million
Q4 2023

Feb 14, 2024
BUY
$162.21 - $204.82 $4.81 Million - $6.08 Million
29,661 New
29,661 $5.95 Million
Q2 2023

Aug 07, 2023
BUY
$170.4 - $187.93 $140,580 - $155,042
825 Added 31.98%
3,405 $637,000
Q1 2023

May 04, 2023
SELL
$170.25 - $198.32 $7.12 Million - $8.29 Million
-41,817 Reduced 94.19%
2,580 $460,000
Q4 2022

Feb 14, 2023
BUY
$166.81 - $188.05 $6.98 Million - $7.86 Million
41,817 Added 1620.81%
44,397 $7.74 Million
Q2 2022

Jul 26, 2022
SELL
$163.9 - $207.91 $4.06 Million - $5.15 Million
-24,789 Reduced 90.57%
2,580 $437,000
Q1 2022

Apr 20, 2022
BUY
$191.52 - $225.32 $4.96 Million - $5.84 Million
25,915 Added 1782.32%
27,369 $5.62 Million
Q4 2021

Jan 25, 2022
BUY
$212.12 - $242.56 $308,422 - $352,682
1,454 New
1,454 $323,000

Others Institutions Holding IWM

# of Institutions
2,928
Shares Held
305M
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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