A detailed history of Wealthsource Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 3,968 shares of IWM stock, worth $946,209. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,968
Previous 4,073 2.58%
Holding current value
$946,209
Previous $719,000 10.71%
% of portfolio
0.05%
Previous 0.05%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

SELL
$162.21 - $204.82 $17,032 - $21,506
-105 Reduced 2.58%
3,968 $796,000
Q3 2023

Nov 09, 2023

SELL
$174.36 - $198.71 $17,959 - $20,467
-103 Reduced 2.47%
4,073 $719,000
Q2 2023

Aug 14, 2023

SELL
$170.4 - $187.93 $61,514 - $67,842
-361 Reduced 7.96%
4,176 $782,000
Q1 2023

May 15, 2023

SELL
$170.25 - $198.32 $83,933 - $97,771
-493 Reduced 9.8%
4,537 $809,000
Q4 2022

Feb 09, 2023

SELL
$166.81 - $188.05 $117,100 - $132,011
-702 Reduced 12.25%
5,030 $877,000
Q3 2022

Nov 14, 2022

SELL
$164.17 - $201.07 $680,156 - $833,033
-4,143 Reduced 41.95%
5,732 $945,000
Q2 2022

Aug 10, 2022

SELL
$163.9 - $207.91 $697,230 - $884,449
-4,254 Reduced 30.11%
9,875 $1.67 Million
Q1 2022

May 09, 2022

BUY
$191.52 - $225.32 $1.61 Million - $1.89 Million
8,405 Added 146.84%
14,129 $2.9 Million
Q4 2021

Feb 14, 2022

BUY
$212.12 - $242.56 $420,633 - $480,996
1,983 Added 53.01%
5,724 $1.27 Million
Q3 2021

Nov 18, 2021

BUY
$211.73 - $231.39 $102,900 - $112,455
486 Added 14.93%
3,741 $818,000
Q2 2021

Nov 18, 2021

BUY
$211.85 - $232.89 $263,753 - $289,948
1,245 Added 61.94%
3,255 $747,000
Q1 2021

Jun 21, 2021

SELL
$193.5 - $234.42 $26,703 - $32,349
-138 Reduced 6.42%
2,010 $444,000
Q4 2020

Feb 12, 2021

SELL
$152.18 - $199.14 $7,913 - $10,355
-52 Reduced 2.36%
2,148 $421,000
Q3 2020

Nov 16, 2020

SELL
$139.07 - $158.46 $39,634 - $45,161
-285 Reduced 11.47%
2,200 $329,000
Q1 2020

May 12, 2020

SELL
$99.9 - $169.53 $600,898 - $1.02 Million
-6,015 Reduced 70.76%
2,485 $284,000
Q4 2019

Feb 12, 2020

SELL
$146.46 - $166.68 $1.26 Million - $1.43 Million
-8,582 Reduced 50.24%
8,500 $1.41 Million
Q3 2019

Nov 15, 2019

SELL
$144.85 - $157.9 $844,910 - $921,030
-5,833 Reduced 25.45%
17,082 $2.59 Million
Q2 2019

Aug 09, 2019

BUY
$145.86 - $160.71 $194,577 - $214,387
1,334 Added 6.18%
22,915 $3.56 Million
Q1 2019

May 16, 2019

BUY
$132.25 - $158.24 $2.14 Million - $2.56 Million
16,202 Added 301.21%
21,581 $3.3 Million
Q4 2018

Feb 06, 2019

BUY
$125.88 - $166.33 $677,108 - $894,689
5,379 New
5,379 $720,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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