United Asset Strategies, Inc. Ishares Russell 2000 ETF Transaction History

United Asset Strategies, Inc.

$1.08 Billion
Q4 2024

A detailed history of United Asset Strategies, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, United Asset Strategies, Inc. holds 1,329 shares of IWM stock, worth $300,354. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,329

Holding current value

$300,354

% of portfolio

0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$216.13 - $242.4 $287,236 - $322,149	1,329 New	1,329 $293,000
Q1 2024 Apr 23, 2024	SELL	$189.48 - $210.3 $674,169 - $748,247	-3,558 Reduced 71.76%	1,400 $294,000
Q4 2023 Jan 30, 2024	BUY	$162.21 - $204.82 $578,278 - $730,183	3,565 Added 255.92%	4,958 $995,000
Q3 2023 Nov 07, 2023	BUY	$174.36 - $198.71 $14,820 - $16,890	85 Added 6.5%	1,393 $246,000
Q2 2023 Jul 25, 2023	SELL	$170.4 - $187.93 $7.83 Million - $8.64 Million	-45,978 Reduced 97.23%	1,308 $244,000
Q1 2023 Jul 25, 2023	BUY	$170.25 - $198.32 $7.83 Million - $9.12 Million	45,981 Added 3523.45%	47,286 $8.44 Million
Q1 2023 Apr 25, 2023	SELL	$170.25 - $198.32 $14,811 - $17,253	-87 Reduced 6.25%	1,305 $232,000
Q3 2022 Oct 24, 2022	SELL	$164.17 - $201.07 $985 - $1,206	-6 Reduced 0.43%	1,392 $230,000
Q2 2022 Aug 15, 2022	SELL	$163.9 - $207.91 $5,408 - $6,861	-33 Reduced 2.31%	1,398 $237,000
Q1 2022 Apr 29, 2022	BUY	$191.52 - $225.32 $274,065 - $322,432	1,431 New	1,431 $294,000
Q4 2021 Jan 31, 2022	SELL	$212.12 - $242.56 $10 Million - $11.5 Million	-47,290 Closed	0 $0
Q3 2021 Oct 21, 2021	BUY	$211.73 - $231.39 $9.8 Million - $10.7 Million	46,270 Added 4536.27%	47,290 $10.3 Million
Q2 2021 Jul 19, 2021	SELL	$211.85 - $232.89 $32,836 - $36,097	-155 Reduced 13.19%	1,020 $234,000
Q1 2021 Apr 27, 2021	SELL	$193.5 - $234.42 $8.33 Million - $10.1 Million	-43,059 Reduced 97.34%	1,175 $260,000
Q4 2020 Feb 05, 2021	BUY	$152.18 - $199.14 $6.73 Million - $8.81 Million	44,234 New	44,234 $8.67 Million
Q2 2019 Jul 31, 2019	SELL	$145.86 - $160.71 $192,826 - $212,458	-1,322 Closed	0 $0
Q1 2019 May 02, 2019	BUY	$132.25 - $158.24 $174,834 - $209,193	1,322 New	1,322 $202,000
Q4 2018 Feb 11, 2019	SELL	$125.88 - $166.33 $4.84 Million - $6.4 Million	-38,456 Closed	0 $0
Q3 2018 Nov 07, 2018	BUY	$164.2 - $173.02 $322,160 - $339,465	1,962 Added 5.38%	38,456 $6.48 Million
Q2 2018 Aug 07, 2018	BUY	$148.13 - $169.97 $5.41 Million - $6.2 Million	36,494 New	36,494 $5.98 Million

Others Institutions Holding IWM

# of Institutions

2,827

Shares Held

307M

Call Options Held

230M

Put Options Held

527M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
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United Asset Strategies, Inc. Ishares Russell 2000 ETF Transaction History