Apella Capital, LLC Ishares Russell 2000 ETF Transaction History

Apella Capital, LLC

$2.54 Billion
Q4 2024

A detailed history of Apella Capital, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Apella Capital, LLC holds 10,476 shares of IWM stock, worth $2.39 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

10,476

Previous 9,786 7.05%

Holding current value

$2.39 Million

Previous $2.16 Million 7.08%

% of portfolio

0.09%

Previous 0.09%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$216.13 - $242.4 $149,129 - $167,256	690 Added 7.05%	10,476 $2.31 Million
Q3 2024 Oct 03, 2024	BUY	$200.87 - $224.6 $2,008 - $2,246	10 Added 0.1%	9,786 $2.16 Million
Q2 2024 Jul 10, 2024	BUY	$192.84 - $209.44 $7,520 - $8,168	39 Added 0.4%	9,776 $1.98 Million
Q1 2024 Apr 10, 2024	BUY	$189.48 - $210.3 $1,326 - $1,472	7 Added 0.07%	9,737 $2.05 Million
Q4 2023 Jan 05, 2024	BUY	$162.21 - $204.82 $914,539 - $1.15 Million	5,638 Added 137.78%	9,730 $1.95 Million
Q3 2023 Oct 10, 2023	BUY	$174.36 - $198.71 $1,917 - $2,185	11 Added 0.27%	4,092 $723,000
Q2 2023 Jul 06, 2023	BUY	$170.4 - $187.93 $255,600 - $281,895	1,500 Added 58.12%	4,081 $764,000
Q4 2022 Jan 10, 2023	BUY	$166.81 - $188.05 $160,804 - $181,280	964 Added 59.62%	2,581 $0
Q3 2022 Oct 11, 2022	BUY	$164.17 - $201.07 $2,462 - $3,016	15 Added 0.94%	1,617 $267,000
Q2 2022 Jul 08, 2022	BUY	$163.9 - $207.91 $10,161 - $12,890	62 Added 4.03%	1,602 $271,000
Q1 2022 Apr 11, 2022	BUY	$191.52 - $225.32 $21,258 - $25,010	111 Added 7.77%	1,540 $316,000
Q4 2021 Jan 13, 2022	BUY	$212.12 - $242.56 $17,181 - $19,647	81 Added 6.01%	1,429 $318,000
Q3 2021 Jan 18, 2022	SELL	$211.73 - $231.39 $25,407 - $27,766	-120 Reduced 8.17%	1,348 $295,000
Q3 2021 Oct 12, 2021	SELL	$211.73 - $231.39 $8,892 - $9,718	-42 Reduced 2.78%	1,468 $324,000
Q2 2021 Jul 02, 2021	BUY	$211.85 - $232.89 $73,723 - $81,045	348 Added 29.95%	1,510 $346,000
Q4 2020 Feb 18, 2021	BUY	$152.18 - $199.14 $176,833 - $231,400	1,162 New	1,162 $228,000

Others Institutions Holding IWM

# of Institutions

2,723

Shares Held

306M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Apella Capital, LLC Ishares Russell 2000 ETF Transaction History