United Advisor Group, LLC Ishares Russell 2000 ETF Transaction History

United Advisor Group, LLC

  • $689 Million
  • Q3 2025

A detailed history of United Advisor Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, United Advisor Group, LLC holds 1,936 shares of IWM stock, worth $459,761. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,936
Previous 1,522 27.2%
Holding current value
$459,761
Previous $328,000 42.68%
% of portfolio
0.07%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$214.92 - $244.84 $88,976 - $101,363
414 Added 27.2%
1,936 $468,000
Q2 2025

Aug 11, 2025
BUY
$174.82 - $215.79 $266,076 - $328,432
1,522 New
1,522 $328,000

Others Institutions Holding IWM

# of Institutions
3,025
Shares Held
284M
Call Options Held
216M
Put Options Held
517M
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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