Atlantic Private Wealth, LLC Ishares Russell 2000 ETF Transaction History

Atlantic Private Wealth, LLC

  • $144 Million
  • Q3 2025

A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 686 shares of IWM stock, worth $162,911. This represents 0.11% of its overall portfolio holdings.

Number of Shares
686
Previous 686 -0.0%
Holding current value
$162,911
Previous $148,000 11.49%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Aug 11, 2025
BUY
$174.82 - $215.79 $29,544 - $36,468
169 Added 32.69%
686 $148,000
Q4 2024

Feb 11, 2025
BUY
$216.13 - $242.4 $216 - $242
1 Added 0.19%
517 $114,000
Q3 2024

Nov 07, 2024
SELL
$200.87 - $224.6 $200 - $224
-1 Reduced 0.19%
516 $113,000
Q3 2023

Nov 09, 2023
SELL
$174.36 - $198.71 $81,251 - $92,598
-466 Reduced 47.41%
517 $91,000
Q1 2023

May 12, 2023
BUY
$170.25 - $198.32 $167,355 - $194,948
983 New
983 $175,000
Q2 2022

Jul 06, 2022
SELL
$163.9 - $207.91 $169,308 - $214,771
-1,033 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$212.12 - $242.56 $219,119 - $250,564
1,033 New
1,033 $230,000

Others Institutions Holding IWM

# of Institutions
3,022
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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