Tradition Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Tradition Wealth Management, LLC

$1.06 Billion
Q4 2024

A detailed history of Tradition Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 9,582 shares of IWM stock, worth $1.98 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

9,582

Previous 8,871 8.01%

Holding current value

$1.98 Million

Previous $1.96 Million 8.07%

% of portfolio

0.2%

Previous 0.19%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$216.13 - $242.4 $153,668 - $172,346	711 Added 8.01%	9,582 $2.12 Million
Q3 2024 Nov 14, 2024	BUY	$200.87 - $224.6 $3,816 - $4,267	19 Added 0.21%	8,871 $1.96 Million
Q2 2024 Aug 12, 2024	SELL	$192.84 - $209.44 $11,763 - $12,775	-61 Reduced 0.68%	8,852 $1.8 Million
Q1 2024 May 13, 2024	BUY	$189.48 - $210.3 $1.69 Million - $1.87 Million	8,913 New	8,913 $1.87 Million
Q2 2022 Aug 02, 2022	SELL	$163.9 - $207.91 $1.39 Million - $1.76 Million	-8,470 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$191.52 - $225.32 $2,872 - $3,379	15 Added 0.18%	8,470 $1.74 Million
Q4 2021 Feb 14, 2022	BUY	$212.12 - $242.56 $156,968 - $179,494	740 Added 9.59%	8,455 $1.88 Million
Q3 2021 Nov 12, 2021	SELL	$211.73 - $231.39 $18,208 - $19,899	-86 Reduced 1.1%	7,715 $1.69 Million
Q2 2021 Aug 09, 2021	BUY	$211.85 - $232.89 $14,193 - $15,603	67 Added 0.87%	7,801 $1.79 Million
Q1 2021 May 14, 2021	SELL	$193.5 - $234.42 $161,959 - $196,209	-837 Reduced 9.77%	7,734 $1.71 Million
Q4 2020 Feb 16, 2021	BUY	$152.18 - $199.14 $1.3 Million - $1.71 Million	8,571 New	8,571 $1.68 Million

Others Institutions Holding IWM

# of Institutions

2,948

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Tradition Wealth Management, LLC Ishares Russell 2000 ETF Transaction History