A detailed history of Wealthspire Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 116,450 shares of IWM stock, worth $25.8 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
116,450
Previous 108,959 6.88%
Holding current value
$25.8 Million
Previous $22.1 Million 16.36%
% of portfolio
0.26%
Previous 0.28%

Shares

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

Nov 13, 2024

BUY
$200.87 - $224.6 $1.5 Million - $1.68 Million
7,491 Added 6.88%
116,450 $25.7 Million
Q2 2024

Aug 08, 2024

BUY
$192.84 - $209.44 $1.45 Million - $1.57 Million
7,507 Added 7.4%
108,959 $22.1 Million
Q1 2024

May 06, 2024

SELL
$189.48 - $210.3 $767,772 - $852,135
-4,052 Reduced 3.84%
101,452 $21.3 Million
Q4 2023

Feb 06, 2024

BUY
$162.21 - $204.82 $404,389 - $510,616
2,493 Added 2.42%
105,504 $21.2 Million
Q3 2023

Nov 06, 2023

SELL
$174.36 - $198.71 $2.69 Million - $3.07 Million
-15,438 Reduced 13.03%
103,011 $18.2 Million
Q2 2023

Jul 31, 2023

SELL
$170.4 - $187.93 $289,339 - $319,105
-1,698 Reduced 1.41%
118,449 $22.2 Million
Q1 2023

May 09, 2023

BUY
$170.25 - $198.32 $2.01 Million - $2.34 Million
11,786 Added 10.88%
120,147 $21.4 Million
Q4 2022

Feb 13, 2023

SELL
$166.81 - $188.05 $452,889 - $510,555
-2,715 Reduced 2.44%
108,361 $18.9 Million
Q3 2022

Nov 14, 2022

BUY
$164.17 - $201.07 $170,900 - $209,313
1,041 Added 0.95%
111,076 $18.3 Million
Q2 2022

Aug 09, 2022

BUY
$163.9 - $207.91 $1.95 Million - $2.48 Million
11,926 Added 12.16%
110,035 $18.6 Million
Q1 2022

May 09, 2022

BUY
$191.52 - $225.32 $559,238 - $657,934
2,920 Added 3.07%
98,109 $20.1 Million
Q4 2021

Feb 14, 2022

SELL
$212.12 - $242.56 $1.89 Million - $2.16 Million
-8,912 Reduced 8.56%
95,189 $21.2 Million
Q3 2021

Nov 15, 2021

SELL
$211.73 - $231.39 $710,777 - $776,776
-3,357 Reduced 3.12%
104,101 $22.8 Million
Q2 2021

Aug 13, 2021

BUY
$211.85 - $232.89 $180,708 - $198,655
853 Added 0.8%
107,458 $24.6 Million
Q1 2021

May 17, 2021

SELL
$193.5 - $234.42 $572,566 - $693,648
-2,959 Reduced 2.7%
106,605 $23.6 Million
Q4 2020

Feb 16, 2021

BUY
$152.18 - $199.14 $16.7 Million - $21.8 Million
109,564 New
109,564 $21.5 Million
Q2 2020

Aug 14, 2020

SELL
$104.62 - $153.09 $15.5 Million - $22.7 Million
-148,298 Closed
0 $0
Q1 2020

May 12, 2020

BUY
$99.9 - $169.53 $14.7 Million - $24.9 Million
146,899 Added 10500.29%
148,298 $17 Million
Q4 2019

Feb 14, 2020

BUY
$146.46 - $166.68 $3,222 - $3,666
22 Added 1.6%
1,399 $232,000
Q2 2019

Aug 13, 2019

BUY
$145.86 - $160.71 $200,849 - $221,297
1,377 New
1,377 $214,000
Q1 2019

May 08, 2019

SELL
$132.25 - $158.24 $121,670 - $145,580
-920 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$125.88 - $166.33 $115,809 - $153,023
920 New
920 $123,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.