Surience Private Wealth LLC Ishares Russell 2000 ETF Transaction History

Surience Private Wealth LLC

$56.4 Million
Q1 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 25,234 shares of IWM stock, worth $5.19 Million. This represents 8.92% of its overall portfolio holdings.

Number of Shares

25,234

Previous 19,427 29.89%

Holding current value

$5.19 Million

Previous $4.29 Million 17.26%

% of portfolio

8.92%

Previous 5.63%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,856

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Surience Private Wealth LLC Ishares Russell 2000 ETF Transaction History