Vision Point Advisory Group, LLC Ishares Russell 2000 ETF Transaction History

Vision Point Advisory Group, LLC

  • $473 Million
  • Q3 2025

A detailed history of Vision Point Advisory Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 3,201 shares of IWM stock, worth $784,437. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,201
Previous 3,201 -0.0%
Holding current value
$784,437
Previous $690,000 12.17%
% of portfolio
0.16%
Previous 0.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$174.82 - $215.79 $559,598 - $690,743
3,201 New
3,201 $690,000
Q2 2024

Aug 01, 2024
SELL
$192.84 - $209.44 $1,928 - $2,094
-10 Reduced 25.0%
30 $6,000
Q1 2024

May 10, 2024
SELL
$189.48 - $210.3 $2,842 - $3,154
-15 Reduced 27.27%
40 $8,000
Q4 2023

Feb 07, 2024
SELL
$162.21 - $204.82 $12,976 - $16,385
-80 Reduced 59.26%
55 $11,000
Q3 2023

Dec 06, 2023
BUY
$174.36 - $198.71 $6,974 - $7,948
40 Added 42.11%
135 $23,000
Q2 2023

Aug 21, 2023
BUY
$170.4 - $187.93 $16,188 - $17,853
95 New
95 $17,000
Q2 2020

Aug 14, 2020
SELL
$104.62 - $153.09 $812,792 - $1.19 Million
-7,769 Closed
0 $0
Q1 2020

May 15, 2020
SELL
$99.9 - $169.53 $16,183 - $27,463
-162 Reduced 2.04%
7,769 $889,000
Q3 2019

Nov 14, 2019
BUY
$144.85 - $157.9 $14,919 - $16,263
103 Added 1.32%
7,931 $1.18 Million
Q2 2019

Aug 14, 2019
BUY
$145.86 - $160.71 $2,771 - $3,053
19 Added 0.24%
7,828 $1.22 Million
Q1 2019

May 10, 2019
BUY
$132.25 - $158.24 $1.03 Million - $1.24 Million
7,809 New
7,809 $1.2 Million

Others Institutions Holding IWM

# of Institutions
2,947
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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