Vista Wealth Management Group, LLC Ishares Russell 2000 ETF Transaction History

Vista Wealth Management Group, LLC

$1.47 Billion
Q1 2025

A detailed history of Vista Wealth Management Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 15,053 shares of IWM stock, worth $2.93 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

15,053

Previous 15,073 0.13%

Holding current value

$2.93 Million

Previous $3.33 Million 9.85%

% of portfolio

0.2%

Previous 0.22%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$198.1 - $229.79 $3,962 - $4,595	-20 Reduced 0.13%	15,053 $3 Million
Q4 2024 Jan 27, 2025	SELL	$216.13 - $242.4 $1,729 - $1,939	-8 Reduced 0.05%	15,073 $3.33 Million
Q3 2024 Nov 06, 2024	SELL	$200.87 - $224.6 $30,733 - $34,363	-153 Reduced 1.0%	15,081 $3.33 Million
Q2 2024 Jul 30, 2024	SELL	$192.84 - $209.44 $8,099 - $8,796	-42 Reduced 0.27%	15,234 $3.09 Million
Q1 2024 Apr 29, 2024	SELL	$189.48 - $210.3 $32,211 - $35,751	-170 Reduced 1.1%	15,276 $3.21 Million
Q4 2023 Feb 12, 2024	SELL	$162.21 - $204.82 $5,028 - $6,349	-31 Reduced 0.2%	15,446 $3.1 Million
Q3 2023 Nov 14, 2023	SELL	$174.36 - $198.71 $9,241 - $10,531	-53 Reduced 0.34%	15,477 $2.74 Million
Q2 2023 Aug 02, 2023	SELL	$170.4 - $187.93 $7,497 - $8,268	-44 Reduced 0.28%	15,530 $2.91 Million
Q1 2023 May 04, 2023	SELL	$170.25 - $198.32 $100,617 - $117,207	-591 Reduced 3.66%	15,574 $2.78 Million
Q4 2022 Feb 07, 2023	BUY	$166.81 - $188.05 $109,093 - $122,984	654 Added 4.22%	16,165 $2.82 Million
Q3 2022 Oct 25, 2022	BUY	$164.17 - $201.07 $18,879 - $23,123	115 Added 0.75%	15,511 $2.69 Million
Q2 2022 Jul 14, 2022	SELL	$163.9 - $207.91 $40,319 - $51,145	-246 Reduced 1.57%	15,396 $2.64 Million
Q1 2022 May 04, 2022	SELL	$191.52 - $225.32 $700,580 - $824,220	-3,658 Reduced 18.95%	15,642 $3.21 Million
Q4 2021 Jan 19, 2022	SELL	$212.12 - $242.56 $25,666 - $29,349	-121 Reduced 0.62%	19,300 $4.29 Million
Q3 2021 Nov 02, 2021	BUY	$211.73 - $231.39 $12,068 - $13,189	57 Added 0.29%	19,421 $4.25 Million
Q1 2021 Apr 26, 2021	BUY	$193.5 - $234.42 $27,477 - $33,287	142 Added 0.74%	19,364 $4.28 Million
Q4 2020 Jan 25, 2021	SELL	$152.18 - $199.14 $27,696 - $36,243	-182 Reduced 0.94%	19,222 $3.77 Million
Q3 2020 Oct 26, 2020	BUY	$139.07 - $158.46 $14,324 - $16,321	103 Added 0.53%	19,404 $2.91 Million
Q2 2020 Jul 14, 2020	BUY	$104.62 - $153.09 $76,267 - $111,602	729 Added 3.93%	19,301 $2.76 Million
Q1 2020 May 01, 2020	SELL	$99.9 - $169.53 $63,336 - $107,482	-634 Reduced 3.3%	18,572 $2.13 Million
Q4 2019 Feb 03, 2020	BUY	$146.46 - $166.68 $2.81 Million - $3.2 Million	19,206 New	19,206 $3.18 Million

Others Institutions Holding IWM

# of Institutions

2,896

Shares Held

299M

Call Options Held

213M

Put Options Held

498M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Vista Wealth Management Group, LLC Ishares Russell 2000 ETF Transaction History