Wealth Advisors Of Tampa Bay, LLC Ishares Russell 2000 ETF Transaction History

Wealth Advisors Of Tampa Bay, LLC

$241 Million
Q1 2025

A detailed history of Wealth Advisors Of Tampa Bay, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wealth Advisors Of Tampa Bay, LLC holds 1,171 shares of IWM stock, worth $240,652. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,171

Previous 1,163 0.69%

Holding current value

$240,652

Previous $256,000 8.98%

% of portfolio

0.1%

Previous 0.11%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$198.1 - $229.79 $1,584 - $1,838	8 Added 0.69%	1,171 $233,000
Q4 2024 Feb 12, 2025	SELL	$216.13 - $242.4 $12,751 - $14,301	-59 Reduced 4.83%	1,163 $256,000
Q3 2024 Nov 04, 2024	BUY	$200.87 - $224.6 $3,414 - $3,818	17 Added 1.41%	1,222 $269,000
Q2 2024 Aug 12, 2024	BUY	$192.84 - $209.44 $3,471 - $3,769	18 Added 1.52%	1,205 $244,000
Q1 2024 May 03, 2024	SELL	$189.48 - $210.3 $3,789 - $4,206	-20 Reduced 1.66%	1,187 $249,000
Q4 2023 Jan 24, 2024	SELL	$162.21 - $204.82 $239,584 - $302,519	-1,477 Reduced 55.03%	1,207 $242,000
Q3 2023 Oct 31, 2023	BUY	$174.36 - $198.71 $229,632 - $261,701	1,317 Added 96.34%	2,684 $474,000
Q2 2023 Aug 02, 2023	SELL	$170.4 - $187.93 $35,613 - $39,277	-209 Reduced 13.26%	1,367 $255,000
Q1 2023 Apr 17, 2023	BUY	$170.25 - $198.32 $3,745 - $4,363	22 Added 1.42%	1,576 $281,000
Q4 2022 Feb 14, 2023	SELL	$166.81 - $188.05 $2,335 - $2,632	-14 Reduced 0.89%	1,554 $270,000
Q3 2022 Oct 12, 2022	SELL	$164.17 - $201.07 $233,778 - $286,323	-1,424 Reduced 47.59%	1,568 $259,000
Q1 2022 Apr 25, 2022	BUY	$191.52 - $225.32 $6,894 - $8,111	36 Added 1.22%	2,992 $614,000
Q4 2021 Feb 10, 2022	BUY	$212.12 - $242.56 $313,513 - $358,503	1,478 Added 100.0%	2,956 $658,000
Q3 2021 Oct 13, 2021	BUY	$211.73 - $231.39 $56,108 - $61,318	265 Added 21.85%	1,478 $323,000
Q1 2021 Apr 19, 2021	BUY	$193.5 - $234.42 $234,715 - $284,351	1,213 New	1,213 $268,000

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

Ticker IWM
Sector ETFs
Industry ETFs

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Wealth Advisors Of Tampa Bay, LLC Ishares Russell 2000 ETF Transaction History