Walkner Condon Financial Advisors LLC Ishares Russell 2000 ETF Transaction History

Walkner Condon Financial Advisors LLC

$484 Million
Q3 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 15,004 shares of IWM stock, worth $3.58 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

15,004

Previous 15,203 1.31%

Holding current value

$3.58 Million

Previous $3.08 Million 7.46%

% of portfolio

0.69%

Previous 0.67%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$200.87 - $224.6 $39,973 - $44,695	-199 Reduced 1.31%	15,004 $3.31 Million
Q2 2024 Jul 26, 2024	BUY	$192.84 - $209.44 $258,598 - $280,859	1,341 Added 9.67%	15,203 $3.08 Million
Q4 2023 Jan 23, 2024	BUY	$162.21 - $204.82 $11,679 - $14,747	72 Added 0.52%	13,862 $2.78 Million
Q4 2022 Jan 25, 2023	BUY	$166.81 - $188.05 $431,203 - $486,109	2,585 Added 23.07%	13,790 $0
Q3 2022 Oct 28, 2022	SELL	$164.17 - $201.07 $2,626 - $3,217	-16 Reduced 0.14%	11,205 $1.85 Million
Q2 2022 Aug 04, 2022	SELL	$163.9 - $207.91 $13,439 - $17,048	-82 Reduced 0.73%	11,221 $1.9 Million
Q1 2022 May 03, 2022	BUY	$191.52 - $225.32 $2.16 Million - $2.55 Million	11,303 New	11,303 $2.32 Billion

Others Institutions Holding IWM

# of Institutions

2,661

Shares Held

307M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Walkner Condon Financial Advisors LLC Ishares Russell 2000 ETF Transaction History