Swp Financial LLC Ishares Russell 2000 ETF Transaction History

Swp Financial LLC

$182 Billion
Q2 2025

A detailed history of Swp Financial LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Swp Financial LLC holds 966 shares of IWM stock, worth $214,026. This represents 0.11% of its overall portfolio holdings.

Number of Shares

966

Holding current value

$214,026

% of portfolio

0.11%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$174.82 - $215.79 $168,876 - $208,453	966 New	966 $208 Million
Q3 2024 Oct 23, 2024	SELL	$200.87 - $224.6 $7,231 - $8,085	-36 Reduced 3.59%	966 $213 Million
Q2 2024 Jul 15, 2024	SELL	$192.84 - $209.44 $45,895 - $49,846	-238 Reduced 19.19%	1,002 $203 Million
Q1 2024 Apr 30, 2024	SELL	$189.48 - $210.3 $124,488 - $138,167	-657 Reduced 34.63%	1,240 $261 Million
Q4 2023 Mar 08, 2024	BUY	$162.21 - $204.82 $307,712 - $388,543	1,897 New	1,897 $381 Million

Others Institutions Holding IWM

# of Institutions

2,900

Shares Held

314M

Call Options Held

232M

Put Options Held

544M

Bank Of America Corp Charlotte, NC

32.6M
Shares

$7.23 Billion
0.54% of portfolio
Goldman Sachs Group Inc New York, NY

25.1M
Shares

$5.57 Billion
0.84% of portfolio
Morgan Stanley New York, NY

23.2M
Shares

$5.15 Billion
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

15.2M
Shares

$3.37 Billion
0.71% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

9.53M
Shares

$2.11 Billion
4.25% of portfolio

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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