West Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History

West Financial Advisors, LLC

$518 Million
Q4 2024

A detailed history of West Financial Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 805 shares of IWM stock, worth $184,063. This represents 0.03% of its overall portfolio holdings.

Number of Shares

805

Previous 625 28.8%

Holding current value

$184,063

Previous $138,000 28.26%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$216.13 - $242.4 $38,903 - $43,632	180 Added 28.8%	805 $177,000
Q3 2024 Oct 08, 2024	BUY	$200.87 - $224.6 $104,452 - $116,792	520 Added 495.24%	625 $138,000
Q2 2024 Jul 15, 2024	BUY	$192.84 - $209.44 $20,248 - $21,991	105 New	105 $21,000
Q2 2023 Jul 07, 2023	BUY	$170.4 - $187.93 $4,771 - $5,262	28 Added 6.9%	434 $81,000
Q1 2023 Apr 18, 2023	BUY	$170.25 - $198.32 $10,725 - $12,494	63 Added 18.37%	406 $72,000
Q3 2021 Oct 13, 2021	BUY	$211.73 - $231.39 $2,117 - $2,313	10 Added 3.0%	343 $75,000
Q4 2020 Feb 22, 2021	BUY	$152.18 - $199.14 $16,435 - $21,507	108 Added 48.0%	333 $65,000
Q4 2020 Feb 02, 2021	BUY	$152.18 - $199.14 $34,240 - $44,806	225 New	225 $32 Million

Others Institutions Holding IWM

# of Institutions

2,790

Shares Held

311M

Call Options Held

232M

Put Options Held

522M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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West Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History