Uptown Financial Advisors LLC Ishares Russell 2000 ETF Transaction History

Uptown Financial Advisors LLC

  • $121 Billion
  • Q3 2025

A detailed history of Uptown Financial Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 3,649 shares of IWM stock, worth $894,223. This represents 0.73% of its overall portfolio holdings.

Number of Shares
3,649
Previous 3,842 5.02%
Holding current value
$894,223
Previous $829 Million 6.49%
% of portfolio
0.73%
Previous 0.71%

Shares

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

Oct 15, 2025
SELL
$214.92 - $244.84 $41,479 - $47,254
-193 Reduced 5.02%
3,649 $883 Million
Q2 2025

Jul 10, 2025
BUY
$174.82 - $215.79 $1,748 - $2,157
10 Added 0.26%
3,842 $829 Million
Q4 2024

Apr 29, 2025
BUY
$216.13 - $242.4 $828,210 - $928,876
3,832 New
3,832 $847 Million

Others Institutions Holding IWM

# of Institutions
2,954
Shares Held
304M
Call Options Held
284M
Put Options Held
615M
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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