Unique Wealth, LLC Ishares Russell 2000 ETF Transaction History

Unique Wealth, LLC

$529 Billion
Q1 2025

A detailed history of Unique Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Unique Wealth, LLC holds 26,617 shares of IWM stock, worth $5.19 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

26,617

Previous 22,124 20.31%

Holding current value

$5.19 Million

Previous $4.89 Billion 8.62%

% of portfolio

1.0%

Previous 1.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$198.1 - $229.79 $890,063 - $1.03 Million	4,493 Added 20.31%	26,617 $5.31 Billion
Q4 2024 Jan 13, 2025	BUY	$216.13 - $242.4 $1.04 Million - $1.17 Million	4,826 Added 27.9%	22,124 $4.89 Billion
Q3 2024 Oct 03, 2024	BUY	$200.87 - $224.6 $867,155 - $969,598	4,317 Added 33.26%	17,298 $3.82 Billion
Q2 2024 Jul 18, 2024	BUY	$192.84 - $209.44 $280,389 - $304,525	1,454 Added 12.61%	12,981 $2.63 Billion
Q1 2024 Apr 11, 2024	BUY	$189.48 - $210.3 $107,624 - $119,450	568 Added 5.18%	11,527 $2.42 Billion
Q4 2023 Jan 11, 2024	BUY	$162.21 - $204.82 $1.15 Million - $1.45 Million	7,067 Added 181.58%	10,959 $2.2 Billion
Q3 2023 Oct 10, 2023	BUY	$174.36 - $198.71 $678,609 - $773,379	3,892 New	3,892 $688 Million

Others Institutions Holding IWM

# of Institutions

2,880

Shares Held

298M

Call Options Held

213M

Put Options Held

498M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Unique Wealth, LLC Ishares Russell 2000 ETF Transaction History