Wealthspan Partners, LLC Ishares Russell 2000 ETF Transaction History

Wealthspan Partners, LLC

  • $205 Million
  • Q1 2025

A detailed history of Wealthspan Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 13,893 shares of IWM stock, worth $2.91 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
13,893
Previous 10,566 31.49%
Holding current value
$2.91 Million
Previous $2.33 Million 18.72%
% of portfolio
1.35%
Previous 1.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$198.1 - $229.79 $659,078 - $764,511
3,327 Added 31.49%
13,893 $2.77 Million
Q4 2024

Jan 24, 2025
BUY
$216.13 - $242.4 $1.2 Million - $1.35 Million
5,553 Added 110.77%
10,566 $2.33 Million
Q3 2024

Nov 04, 2024
BUY
$200.87 - $224.6 $1.01 Million - $1.13 Million
5,013 New
5,013 $1.11 Million

Others Institutions Holding IWM

# of Institutions
2,860
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
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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