A detailed history of Wealth Architects, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wealth Architects, LLC holds 2,729 shares of IWM stock, worth $605,619. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,729
Previous 3,653 25.29%
Holding current value
$605,619
Previous $741,000 18.76%
% of portfolio
0.07%
Previous 0.09%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$200.87 - $224.6 $185,603 - $207,530
-924 Reduced 25.29%
2,729 $602,000
Q2 2024

Aug 08, 2024

SELL
$192.84 - $209.44 $3,471 - $3,769
-18 Reduced 0.49%
3,653 $741,000
Q1 2024

May 13, 2024

BUY
$189.48 - $210.3 $378 - $420
2 Added 0.05%
3,671 $772,000
Q4 2023

Feb 14, 2024

SELL
$162.21 - $204.82 $4,055 - $5,120
-25 Reduced 0.68%
3,669 $736,000
Q3 2023

Nov 09, 2023

SELL
$174.36 - $198.71 $21,795 - $24,838
-125 Reduced 3.27%
3,694 $652,000
Q2 2023

Aug 02, 2023

BUY
$170.4 - $187.93 $13,972 - $15,410
82 Added 2.19%
3,819 $715,000
Q1 2023

Apr 21, 2023

BUY
$170.25 - $198.32 $3,575 - $4,164
21 Added 0.57%
3,737 $666,000
Q4 2022

Feb 09, 2023

BUY
$166.81 - $188.05 $834 - $940
5 Added 0.13%
3,716 $647,000
Q2 2022

Jul 29, 2022

BUY
$163.9 - $207.91 $163 - $207
1 Added 0.03%
3,711 $629,000
Q1 2022

May 17, 2022

SELL
$191.52 - $225.32 $5,171 - $6,083
-27 Reduced 0.72%
3,710 $762,000
Q4 2021

Jan 19, 2022

BUY
$212.12 - $242.56 $636 - $727
3 Added 0.08%
3,737 $831,000
Q3 2021

Nov 09, 2021

BUY
$211.73 - $231.39 $157,950 - $172,616
746 Added 24.97%
3,734 $816,000
Q2 2021

Aug 09, 2021

SELL
$211.85 - $232.89 $2,754 - $3,027
-13 Reduced 0.43%
2,988 $685,000
Q1 2021

Apr 29, 2021

SELL
$193.5 - $234.42 $30,766 - $37,272
-159 Reduced 5.03%
3,001 $663,000
Q4 2020

Jan 28, 2021

SELL
$152.18 - $199.14 $81,872 - $107,137
-538 Reduced 14.55%
3,160 $619,000
Q3 2020

Nov 09, 2020

BUY
$139.07 - $158.46 $37,270 - $42,467
268 Added 7.81%
3,698 $554,000
Q1 2020

Apr 23, 2020

BUY
$99.9 - $169.53 $114,984 - $195,129
1,151 Added 50.5%
3,430 $393,000
Q4 2019

Jan 28, 2020

BUY
$146.46 - $166.68 $439 - $500
3 Added 0.13%
2,279 $378,000
Q2 2019

Jul 12, 2019

SELL
$145.86 - $160.71 $138,858 - $152,995
-952 Reduced 29.49%
2,276 $354,000
Q4 2018

Jan 17, 2019

SELL
$125.88 - $166.33 $8,559 - $11,310
-68 Reduced 2.06%
3,228 $432,000
Q3 2018

Oct 04, 2018

BUY
$164.2 - $173.02 $186,202 - $196,204
1,134 Added 52.45%
3,296 $556,000
Q1 2018

Apr 13, 2018

SELL
$145.44 - $159.96 $67,775 - $74,541
-466 Reduced 17.73%
2,162 $328,000
Q4 2017

Jan 31, 2018

BUY
$145.63 - $154.3 $63,640 - $67,429
437 Added 19.95%
2,628 $401,000
Q3 2017

Nov 08, 2017

BUY
$144.61 - $148.18 $144 - $148
1 Added 0.05%
2,191 $325,000
Q2 2017

Aug 10, 2017

BUY
N/A
2,190
2,190 $308,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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