Wealth Preservation Advisors, LLC Ishares Russell 2000 ETF Transaction History

Wealth Preservation Advisors, LLC

  • $162 Billion
  • Q2 2025

A detailed history of Wealth Preservation Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 497 shares of IWM stock, worth $121,794. This represents 0.07% of its overall portfolio holdings.

Number of Shares
497
Previous 606 17.99%
Holding current value
$121,794
Previous $121 Million 11.29%
% of portfolio
0.07%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$174.82 - $215.79 $19,055 - $23,521
-109 Reduced 17.99%
497 $107 Million
Q1 2025

May 14, 2025
BUY
$198.1 - $229.79 $120,048 - $139,252
606 New
606 $121 Million

Others Institutions Holding IWM

# of Institutions
2,954
Shares Held
304M
Call Options Held
284M
Put Options Held
615M
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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