True Private Wealth Advisors Ishares Russell 2000 ETF Transaction History

True Private Wealth Advisors

$788 Million
Q1 2025

A detailed history of True Private Wealth Advisors transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, True Private Wealth Advisors holds 58,816 shares of IWM stock, worth $13 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

58,816

Previous 134,978 56.43%

Holding current value

$13 Million

Previous $29.8 Million 60.66%

% of portfolio

1.49%

Previous 3.83%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$198.1 - $229.79 $15.1 Million - $17.5 Million	-76,162 Reduced 56.43%	58,816 $11.7 Million
Q4 2024 Feb 13, 2025	SELL	$216.13 - $242.4 $225,855 - $253,308	-1,045 Reduced 0.77%	134,978 $29.8 Million
Q3 2024 Nov 14, 2024	BUY	$200.87 - $224.6 $932,036 - $1.04 Million	4,640 Added 3.53%	136,023 $30 Million
Q2 2024 Jul 16, 2024	BUY	$192.84 - $209.44 $930,260 - $1.01 Million	4,824 Added 3.81%	131,383 $26.7 Million
Q1 2024 Apr 25, 2024	BUY	$189.48 - $210.3 $11.1 Million - $12.4 Million	58,841 Added 86.89%	126,559 $26.6 Million
Q4 2023 Jan 30, 2024	BUY	$162.21 - $204.82 $11 Million - $13.9 Million	67,718 New	67,718 $13.6 Million
Q1 2021 May 12, 2021	SELL	$193.5 - $234.42 $74,691 - $90,486	-386 Closed	0 $0
Q4 2020 Jan 11, 2021	BUY	$152.18 - $199.14 $152 - $199	1 Added 0.26%	386 $75,000
Q1 2020 Apr 20, 2020	SELL	$99.9 - $169.53 $52,447 - $89,003	-525 Reduced 57.69%	385 $44,000
Q4 2019 Jan 27, 2020	BUY	$146.46 - $166.68 $133,278 - $151,678	910 New	910 $150,000
Q3 2019 Oct 09, 2019	SELL	$144.85 - $157.9 $55,767 - $60,791	-385 Closed	0 $0
Q2 2019 Aug 01, 2019	BUY	$145.86 - $160.71 $56,156 - $61,873	385 New	385 $59,000
Q4 2018 Jan 14, 2019	SELL	$125.88 - $166.33 $166,665 - $220,220	-1,324 Closed	0 $0
Q3 2018 Oct 18, 2018	BUY	$164.2 - $173.02 $164 - $173	1 Added 0.08%	1,324 $0
Q2 2018 Jul 13, 2018	BUY	$148.13 - $169.97 $195,975 - $224,870	1,323 New	1,323 $216,000

Others Institutions Holding IWM

# of Institutions

2,906

Shares Held

315M

Call Options Held

233M

Put Options Held

547M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on True Private Wealth Advisors with notifications on news.

Account

True Private Wealth Advisors Ishares Russell 2000 ETF Transaction History