Windsor Advisory Group, LLC Ishares Russell 2000 ETF Transaction History

Windsor Advisory Group, LLC

  • $77.4 Billion
  • Q1 2025

A detailed history of Windsor Advisory Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 1,383 shares of IWM stock, worth $305,034. This represents 0.36% of its overall portfolio holdings.

Number of Shares
1,383
Previous 1,401 1.28%
Holding current value
$305,034
Previous $310 Million 10.94%
% of portfolio
0.36%
Previous 0.36%

Shares

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

May 15, 2025
SELL
$198.1 - $229.79 $3,565 - $4,136
-18 Reduced 1.28%
1,383 $276 Million
Q4 2024

Feb 14, 2025
BUY
$216.13 - $242.4 $4,106 - $4,605
19 Added 1.37%
1,401 $310 Million
Q3 2023

Oct 31, 2023
BUY
$174.36 - $198.71 $1,917 - $2,185
11 Added 0.8%
1,382 $244 Million
Q2 2023

Jul 26, 2023
SELL
$170.4 - $187.93 $32,205 - $35,518
-189 Reduced 12.12%
1,371 $257 Million
Q1 2023

Jun 13, 2023
SELL
$170.25 - $198.32 $68,781 - $80,121
-404 Reduced 20.57%
1,560 $278 Million
Q4 2022

Jun 13, 2023
BUY
$166.81 - $188.05 $327,614 - $369,330
1,964 New
1,964 $342 Million

Others Institutions Holding IWM

# of Institutions
2,906
Shares Held
315M
Call Options Held
231M
Put Options Held
546M
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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