Angeles Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Angeles Wealth Management, LLC

  • $1.62 Billion
  • Q3 2025

A detailed history of Angeles Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 3,921 shares of IWM stock, worth $931,159. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,921
Previous 4,059 3.4%
Holding current value
$931,159
Previous $875,000 8.34%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 12, 2025
SELL
$214.92 - $244.84 $29,658 - $33,787
-138 Reduced 3.4%
3,921 $948,000
Q2 2025

Jul 29, 2025
SELL
$174.82 - $215.79 $21,328 - $26,326
-122 Reduced 2.92%
4,059 $875,000
Q2 2024

Aug 07, 2024
BUY
$192.84 - $209.44 $129,974 - $141,162
674 Added 19.22%
4,181 $848,000
Q4 2023

Feb 13, 2024
BUY
$162.21 - $204.82 $17,843 - $22,530
110 Added 3.24%
3,507 $703,000
Q3 2023

Oct 27, 2023
BUY
$174.36 - $198.71 $329,889 - $375,959
1,892 Added 125.71%
3,397 $600,000
Q2 2023

Aug 10, 2023
SELL
$170.4 - $187.93 $681 - $751
-4 Reduced 0.27%
1,505 $281,000
Q1 2023

May 11, 2023
SELL
$170.25 - $198.32 $8,512 - $9,916
-50 Reduced 3.21%
1,509 $269,000
Q4 2022

Feb 14, 2023
SELL
$166.81 - $188.05 $1.06 Million - $1.19 Million
-6,350 Reduced 80.29%
1,559 $271,000
Q3 2022

Nov 03, 2022
SELL
$164.17 - $201.07 $233,121 - $285,519
-1,420 Reduced 15.22%
7,909 $1.3 Million
Q2 2022

Aug 04, 2022
SELL
$163.9 - $207.91 $740,828 - $939,753
-4,520 Reduced 32.64%
9,329 $1.58 Million
Q1 2022

May 16, 2022
BUY
$191.52 - $225.32 $2.65 Million - $3.12 Million
13,849 New
13,849 $2.84 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
Track This Portfolio

Track Angeles Wealth Management, LLC Portfolio

Follow Angeles Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Angeles Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Angeles Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email