Wallace Advisory Group, LLC Ishares Russell 2000 ETF Transaction History

Wallace Advisory Group, LLC

  • $144 Billion
  • Q1 2025

A detailed history of Wallace Advisory Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 1,311 shares of IWM stock, worth $268,846. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,311
Previous 1,144 14.6%
Holding current value
$268,846
Previous $253 Million 14.63%
% of portfolio
0.2%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$198.1 - $229.79 $33,082 - $38,374
167 Added 14.6%
1,311 $290 Million
Q4 2023

Jan 08, 2024
SELL
$162.21 - $204.82 $4,704 - $5,939
-29 Reduced 2.47%
1,144 $202 Million
Q4 2022

Feb 21, 2023
BUY
$166.81 - $188.05 $195,668 - $220,582
1,173 New
1,173 $205 Million

Others Institutions Holding IWM

# of Institutions
2,856
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
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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