Welch Group, LLC Ishares Russell 2000 ETF Transaction History

Welch Group, LLC

  • $2.39 Billion
  • Q2 2025

A detailed history of Welch Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Welch Group, LLC holds 2,014 shares of IWM stock, worth $491,738. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,014
Previous 1,463 37.66%
Holding current value
$491,738
Previous $293,000 48.12%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Jul 25, 2025
BUY
$174.82 - $215.79 $96,325 - $118,900
551 Added 37.66%
2,014 $434,000
Q1 2025

Apr 07, 2025
BUY
$198.1 - $229.79 $289,820 - $336,182
1,463 New
1,463 $293,000
Q1 2022

Apr 29, 2022
SELL
$191.52 - $225.32 $202,819 - $238,613
-1,059 Closed
0 $0
Q4 2021

Jan 26, 2022
BUY
$212.12 - $242.56 $224,635 - $256,871
1,059 New
1,059 $236,000
Q2 2021

Jul 21, 2021
SELL
$211.85 - $232.89 $196,808 - $216,354
-929 Closed
0 $0
Q1 2021

Apr 23, 2021
BUY
$193.5 - $234.42 $179,761 - $217,776
929 New
929 $205,000

Others Institutions Holding IWM

# of Institutions
2,923
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
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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