A detailed history of Wealth Shield Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 6,837 shares of IWM stock, worth $1.63 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,837
Previous 3,884 76.03%
Holding current value
$1.63 Million
Previous $788,000 91.62%
% of portfolio
0.21%
Previous 0.12%

Shares

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

Nov 04, 2024

BUY
$200.87 - $224.6 $593,169 - $663,243
2,953 Added 76.03%
6,837 $1.51 Million
Q2 2024

Jul 26, 2024

BUY
$192.84 - $209.44 $65,565 - $71,209
340 Added 9.59%
3,884 $788,000
Q1 2024

Apr 29, 2024

SELL
$189.48 - $210.3 $331,400 - $367,814
-1,749 Reduced 33.04%
3,544 $745,000
Q4 2023

Jan 23, 2024

SELL
$162.21 - $204.82 $1.36 Million - $1.71 Million
-8,366 Reduced 61.25%
5,293 $1.06 Million
Q3 2023

Oct 25, 2023

BUY
$174.36 - $198.71 $232,073 - $264,483
1,331 Added 10.8%
13,659 $2.41 Million
Q2 2023

Aug 03, 2023

BUY
$170.4 - $187.93 $215,215 - $237,355
1,263 Added 11.41%
12,328 $2.31 Million
Q1 2023

May 08, 2023

SELL
$170.25 - $198.32 $995,792 - $1.16 Million
-5,849 Reduced 34.58%
11,065 $1.97 Million
Q4 2022

Feb 13, 2023

BUY
$166.81 - $188.05 $775,166 - $873,868
4,647 Added 37.88%
16,914 $2.95 Million
Q3 2022

Nov 04, 2022

BUY
$164.17 - $201.07 $712,497 - $872,643
4,340 Added 54.75%
12,267 $2.02 Million
Q2 2022

Aug 11, 2022

BUY
$163.9 - $207.91 $790,981 - $1 Million
4,826 Added 155.63%
7,927 $1.34 Million
Q1 2022

May 09, 2022

SELL
$191.52 - $225.32 $541,618 - $637,204
-2,828 Reduced 47.7%
3,101 $637,000
Q4 2021

Feb 10, 2022

BUY
$212.12 - $242.56 $1.26 Million - $1.44 Million
5,929 New
5,929 $1.32 Million
Q3 2021

Nov 12, 2021

SELL
$211.73 - $231.39 $279,483 - $305,434
-1,320 Closed
0 $0
Q2 2021

Aug 06, 2021

BUY
$211.85 - $232.89 $23,091 - $25,385
109 Added 9.0%
1,320 $303,000
Q1 2021

May 17, 2021

BUY
$193.5 - $234.42 $234,328 - $283,882
1,211 New
1,211 $268,000
Q4 2020

Feb 16, 2021

SELL
$152.18 - $199.14 $85,068 - $111,319
-559 Closed
0 $0
Q3 2020

Oct 30, 2020

SELL
$139.07 - $158.46 $16,827 - $19,173
-121 Reduced 17.79%
559 $84,000
Q2 2020

Aug 13, 2020

SELL
$104.62 - $153.09 $53,251 - $77,922
-509 Reduced 42.81%
680 $97,000
Q3 2019

Nov 13, 2019

SELL
$144.85 - $157.9 $16,223 - $17,684
-112 Reduced 8.61%
1,189 $180,000
Q1 2019

May 14, 2019

SELL
$132.25 - $158.24 $17,060 - $20,412
-129 Reduced 9.02%
1,301 $199,000
Q4 2018

Feb 14, 2019

SELL
$125.88 - $166.33 $29,204 - $38,588
-232 Reduced 13.96%
1,430 $191,000
Q3 2018

Nov 05, 2018

BUY
$164.2 - $173.02 $5,582 - $5,882
34 Added 2.09%
1,662 $281,000
Q1 2018

May 11, 2018

SELL
$145.44 - $159.96 $19,343 - $21,274
-133 Reduced 7.55%
1,628 $247,000
Q4 2017

Apr 18, 2018

BUY
$145.63 - $154.3 $256,454 - $271,722
1,761
1,761 $271,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Wealth Shield Partners, LLC Portfolio

Follow Wealth Shield Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.