Yhb Investment Advisors, Inc. Ishares Russell 2000 ETF Transaction History

Yhb Investment Advisors, Inc.

$1.17 Billion
Q1 2025

A detailed history of Yhb Investment Advisors, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 24,233 shares of IWM stock, worth $4.98 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

24,233

Previous 24,047 0.77%

Holding current value

$4.98 Million

Previous $5.31 Million 9.02%

% of portfolio

0.41%

Previous 0.44%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$198.1 - $229.79 $36,846 - $42,740	186 Added 0.77%	24,233 $4.83 Million
Q4 2024 Jan 22, 2025	SELL	$216.13 - $242.4 $55,977 - $62,781	-259 Reduced 1.07%	24,047 $5.31 Million
Q3 2024 Oct 22, 2024	SELL	$200.87 - $224.6 $7,633 - $8,534	-38 Reduced 0.16%	24,306 $5.37 Million
Q2 2024 Aug 01, 2024	BUY	$192.84 - $209.44 $5,785 - $6,283	30 Added 0.12%	24,344 $4.94 Million
Q1 2024 Aug 14, 2024	SELL	$189.48 - $210.3 $5,684 - $6,309	-30 Reduced 0.12%	24,314 $5.11 Million
Q1 2024 Apr 26, 2024	SELL	$189.48 - $210.3 $100,234 - $111,248	-529 Reduced 2.13%	24,314 $5.11 Million
Q4 2023 Jan 29, 2024	SELL	$162.21 - $204.82 $707,235 - $893,015	-4,360 Reduced 14.93%	24,843 $4.99 Million
Q3 2023 Oct 23, 2023	SELL	$174.36 - $198.71 $1,220 - $1,390	-7 Reduced 0.02%	29,203 $5.16 Million
Q2 2023 Aug 10, 2023	SELL	$170.4 - $187.93 $180,964 - $199,581	-1,062 Reduced 3.51%	29,210 $5.47 Million
Q1 2023 May 08, 2023	SELL	$170.25 - $198.32 $57,885 - $67,428	-340 Reduced 1.11%	30,272 $5.4 Million
Q4 2022 Jan 12, 2023	BUY	$166.81 - $188.05 $8,507 - $9,590	51 Added 0.17%	30,612 $0
Q3 2022 Nov 03, 2022	SELL	$164.17 - $201.07 $87,338 - $106,969	-532 Reduced 1.71%	30,561 $5.04 Million
Q2 2022 Jul 14, 2022	BUY	$163.9 - $207.91 $8,195 - $10,395	50 Added 0.16%	31,093 $5.27 Million
Q1 2022 Apr 14, 2022	BUY	$191.52 - $225.32 $42,517 - $50,021	222 Added 0.72%	31,043 $6.37 Million
Q4 2021 Jan 18, 2022	BUY	$212.12 - $242.56 $19,090 - $21,830	90 Added 0.29%	30,821 $6.86 Million
Q3 2021 Oct 28, 2021	BUY	$211.73 - $231.39 $45,733 - $49,980	216 Added 0.71%	30,731 $6.72 Million
Q2 2021 Jul 15, 2021	SELL	$211.85 - $232.89 $113,763 - $125,061	-537 Reduced 1.73%	30,515 $7 Million
Q1 2021 Apr 22, 2021	SELL	$193.5 - $234.42 $83,592 - $101,269	-432 Reduced 1.37%	31,052 $6.98 Million
Q4 2020 Jan 21, 2021	SELL	$152.18 - $199.14 $39,718 - $51,975	-261 Reduced 0.82%	31,484 $6.17 Million
Q3 2020 Nov 02, 2020	BUY	$139.07 - $158.46 $4.41 Million - $5.03 Million	31,745 New	31,745 $4.76 Million

Others Institutions Holding IWM

# of Institutions

2,856

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
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Yhb Investment Advisors, Inc. Ishares Russell 2000 ETF Transaction History