Shared Vision Wealth Group LLC Ishares Russell 2000 ETF Transaction History

Shared Vision Wealth Group LLC

  • $236 Billion
  • Q3 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 2,916 shares of IWM stock, worth $692,491. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,916
Previous 2,916 -0.0%
Holding current value
$692,491
Previous $640 Million 10.92%
% of portfolio
0.3%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$174.82 - $215.79 $47,026 - $58,047
-269 Reduced 8.45%
2,916 $640 Million
Q2 2024

Jul 23, 2024
BUY
$192.84 - $209.44 $50,524 - $54,873
262 Added 8.96%
3,185 $646 Million
Q4 2023

Feb 07, 2024
BUY
$162.21 - $204.82 $474,139 - $598,688
2,923 New
2,923 $587 Million

Others Institutions Holding IWM

# of Institutions
3,021
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
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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