Zullo Investment Group, Inc. Ishares Russell 2000 ETF Transaction History

Zullo Investment Group, Inc.

$245 Million
Q2 2025

A detailed history of Zullo Investment Group, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Zullo Investment Group, Inc. holds 1,751 shares of IWM stock, worth $392,889. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,751

Previous 1,749 0.11%

Holding current value

$392,889

Previous $348,000 8.33%

% of portfolio

0.15%

Previous 0.15%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$174.82 - $215.79 $349 - $431	2 Added 0.11%	1,751 $377,000
Q1 2025 May 01, 2025	BUY	$198.1 - $229.79 $198 - $229	1 Added 0.06%	1,749 $348,000
Q4 2024 Feb 03, 2025	SELL	$216.13 - $242.4 $21,613 - $24,240	-100 Reduced 5.41%	1,748 $386,000
Q3 2024 Oct 15, 2024	SELL	$200.87 - $224.6 $19,685 - $22,010	-98 Reduced 5.04%	1,848 $408,000
Q2 2024 Aug 13, 2024	BUY	$192.84 - $209.44 $771 - $837	4 Added 0.21%	1,946 $394,000
Q1 2024 Apr 24, 2024	BUY	$189.48 - $210.3 $129,793 - $144,055	685 Added 54.49%	1,942 $408,000
Q4 2023 Jan 19, 2024	SELL	$162.21 - $204.82 $1,622 - $2,048	-10 Reduced 0.79%	1,257 $252,000
Q3 2023 Oct 19, 2023	SELL	$174.36 - $198.71 $697 - $794	-4 Reduced 0.31%	1,267 $223,000
Q2 2023 Jul 19, 2023	SELL	$170.4 - $187.93 $6,816 - $7,517	-40 Reduced 3.05%	1,271 $238,000
Q1 2023 Apr 25, 2023	BUY	$170.25 - $198.32 $3,915 - $4,561	23 Added 1.79%	1,311 $233,000
Q4 2022 Feb 14, 2023	SELL	$166.81 - $188.05 $7,840 - $8,838	-47 Reduced 3.52%	1,288 $224,000
Q3 2022 Nov 08, 2022	SELL	$164.17 - $201.07 $7,880 - $9,651	-48 Reduced 3.47%	1,335 $220,000
Q2 2022 Aug 11, 2022	SELL	$163.9 - $207.91 $57,365 - $72,768	-350 Reduced 20.2%	1,383 $234,000
Q1 2022 May 16, 2022	BUY	$191.52 - $225.32 $13,023 - $15,321	68 Added 4.08%	1,733 $356,000
Q4 2021 Feb 16, 2022	BUY	$212.12 - $242.56 $353,179 - $403,862	1,665 New	1,665 $370,000

Others Institutions Holding IWM

# of Institutions

2,895

Shares Held

315M

Call Options Held

231M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Zullo Investment Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Zullo Investment Group, Inc. with notifications on news.

Account

Zullo Investment Group, Inc. Ishares Russell 2000 ETF Transaction History