Tci Wealth Advisors, Inc. Ishares Russell 2000 ETF Transaction History

Tci Wealth Advisors, Inc.

$1.13 Billion
Q4 2024

A detailed history of Tci Wealth Advisors, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 1,552 shares of IWM stock, worth $351,419. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,552

Previous 1,451 6.96%

Holding current value

$351,419

Previous $320,000 6.88%

% of portfolio

0.03%

Previous 0.03%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$216.13 - $242.4 $21,829 - $24,482	101 Added 6.96%	1,552 $342,000
Q3 2024 Oct 24, 2024	SELL	$200.87 - $224.6 $8,838 - $9,882	-44 Reduced 2.94%	1,451 $320,000
Q2 2024 Jul 30, 2024	BUY	$192.84 - $209.44 $771 - $837	4 Added 0.27%	1,495 $303,000
Q1 2024 May 07, 2024	SELL	$189.48 - $210.3 $17,621 - $19,557	-93 Reduced 5.87%	1,491 $313,000
Q4 2023 Feb 06, 2024	SELL	$162.21 - $204.82 $18,654 - $23,554	-115 Reduced 6.77%	1,584 $317,000
Q2 2023 Aug 04, 2023	BUY	$170.4 - $187.93 $8,179 - $9,020	48 Added 2.91%	1,699 $318,000
Q1 2023 May 03, 2023	BUY	$170.25 - $198.32 $46,818 - $54,538	275 Added 19.99%	1,651 $294,000
Q4 2022 Feb 06, 2023	SELL	$166.81 - $188.05 $20,684 - $23,318	-124 Reduced 8.27%	1,376 $239,000
Q3 2022 Nov 08, 2022	SELL	$164.17 - $201.07 $15,431 - $18,900	-94 Reduced 5.9%	1,500 $247,000
Q2 2022 Jul 19, 2022	BUY	$163.9 - $207.91 $11,473 - $14,553	70 Added 4.59%	1,594 $270,000
Q1 2022 Apr 29, 2022	BUY	$191.52 - $225.32 $38,687 - $45,514	202 Added 15.28%	1,524 $313,000
Q4 2021 Jan 24, 2022	SELL	$212.12 - $242.56 $56,848 - $65,006	-268 Reduced 16.86%	1,322 $294,000
Q3 2021 Oct 29, 2021	SELL	$211.73 - $231.39 $423 - $462	-2 Reduced 0.13%	1,590 $348,000
Q2 2021 Aug 02, 2021	SELL	$211.85 - $232.89 $55,292 - $60,784	-261 Reduced 14.09%	1,592 $365,000
Q1 2021 Apr 29, 2021	BUY	$193.5 - $234.42 $29,799 - $36,100	154 Added 9.06%	1,853 $409,000
Q4 2020 Jan 21, 2021	SELL	$152.18 - $199.14 $40,784 - $53,369	-268 Reduced 13.62%	1,699 $333,000
Q3 2020 Oct 20, 2020	SELL	$139.07 - $158.46 $13,211 - $15,053	-95 Reduced 4.61%	1,967 $295,000
Q2 2020 Jul 20, 2020	SELL	$104.62 - $153.09 $17,157 - $25,106	-164 Reduced 7.37%	2,062 $295,000
Q1 2020 Apr 14, 2020	SELL	$99.9 - $169.53 $37,262 - $63,234	-373 Reduced 14.35%	2,226 $255,000
Q4 2019 Jan 27, 2020	SELL	$146.46 - $166.68 $55,947 - $63,671	-382 Reduced 12.81%	2,599 $431,000
Q3 2019 Oct 17, 2019	SELL	$144.85 - $157.9 $12,891 - $14,053	-89 Reduced 2.9%	2,981 $451,000
Q2 2019 Jul 23, 2019	SELL	$145.86 - $160.71 $183,054 - $201,691	-1,255 Reduced 29.02%	3,070 $477,000
Q1 2019 Apr 11, 2019	BUY	$132.25 - $158.24 $28,433 - $34,021	215 Added 5.23%	4,325 $662,000
Q3 2018 Nov 02, 2018	SELL	$164.2 - $173.02 $11,329 - $11,938	-69 Reduced 1.65%	4,110 $693,000
Q2 2018 Jul 27, 2018	BUY	$148.13 - $169.97 $186,199 - $213,652	1,257 Added 43.02%	4,179 $684,000
Q1 2018 Apr 30, 2018	SELL	$145.44 - $159.96 $21,961 - $24,153	-151 Reduced 4.91%	2,922 $444,000
Q4 2017 Feb 01, 2018	BUY	$145.63 - $154.3 $23,883 - $25,305	164 Added 5.64%	3,073 $469,000
Q3 2017 Oct 24, 2017	SELL	$144.61 - $148.18 $1,446 - $1,481	-10 Reduced 0.34%	2,909 $431,000
Q2 2017 Aug 10, 2017	BUY	N/A	2,919	2,919 $411,000

Others Institutions Holding IWM

# of Institutions

2,929

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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Tci Wealth Advisors, Inc. Ishares Russell 2000 ETF Transaction History