Trifecta Capital Advisors, LLC Ishares Russell 2000 ETF Transaction History

Trifecta Capital Advisors, LLC

  • $477 Billion
  • Q1 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 16,797 shares of IWM stock, worth $3.51 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
16,797
Previous 17,328 3.06%
Holding current value
$3.51 Million
Previous $3.83 Billion 12.48%
% of portfolio
0.7%
Previous 0.76%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,860
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Trifecta Capital Advisors, LLC Portfolio

Follow Trifecta Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trifecta Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trifecta Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email