Trifecta Capital Advisors, LLC Ishares Russell 2000 ETF Transaction History

Trifecta Capital Advisors, LLC

  • $658 Billion
  • Q3 2025

A detailed history of Trifecta Capital Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 15,743 shares of IWM stock, worth $3.74 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
15,743
Previous 16,942 7.08%
Holding current value
$3.74 Million
Previous $3.66 Billion 4.2%
% of portfolio
0.58%
Previous 0.61%

Shares

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

Nov 03, 2025
SELL
$214.92 - $244.84 $257,689 - $293,563
-1,199 Reduced 7.08%
15,743 $3.81 Billion
Q2 2025

Jul 23, 2025
BUY
$174.82 - $215.79 $25,348 - $31,289
145 Added 0.86%
16,942 $3.66 Billion
Q1 2025

Apr 21, 2025
SELL
$198.1 - $229.79 $105,191 - $122,018
-531 Reduced 3.06%
16,797 $3.35 Billion
Q4 2024

Feb 04, 2025
SELL
$216.13 - $242.4 $16,642 - $18,664
-77 Reduced 0.44%
17,328 $3.83 Billion
Q3 2024

Oct 16, 2024
BUY
$200.87 - $224.6 $1,205 - $1,347
6 Added 0.03%
17,405 $3.84 Billion
Q2 2024

Aug 07, 2024
SELL
$192.84 - $209.44 $24,297 - $26,389
-126 Reduced 0.72%
17,399 $3.53 Billion
Q1 2024

Apr 16, 2024
SELL
$189.48 - $210.3 $38,653 - $42,901
-204 Reduced 1.15%
17,525 $3.69 Billion
Q4 2023

Jan 25, 2024
SELL
$162.21 - $204.82 $20,276 - $25,602
-125 Reduced 0.7%
17,729 $3.56 Billion
Q3 2023

Nov 01, 2023
BUY
$174.36 - $198.71 $485,592 - $553,407
2,785 Added 18.48%
17,854 $3.16 Billion
Q2 2023

Aug 14, 2023
SELL
$170.4 - $187.93 $13,632 - $15,034
-80 Reduced 0.53%
15,069 $2.82 Billion
Q1 2023

May 09, 2023
BUY
$170.25 - $198.32 $200,724 - $233,819
1,179 Added 8.44%
15,149 $2.7 Billion
Q4 2022

Jan 17, 2023
BUY
$166.81 - $188.05 $2.33 Million - $2.63 Million
13,970 New
13,970 $2.44 Billion

Others Institutions Holding IWM

# of Institutions
3,027
Shares Held
284M
Call Options Held
229M
Put Options Held
551M
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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