Atticus Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Atticus Wealth Management, LLC

$294 Million
Q4 2024

A detailed history of Atticus Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 36,236 shares of IWM stock, worth $7.26 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares

36,236

Previous 35,586 1.83%

Holding current value

$7.26 Million

Previous $7.86 Million 1.86%

% of portfolio

2.73%

Previous 2.76%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$216.13 - $242.4 $140,484 - $157,560	650 Added 1.83%	36,236 $8.01 Million
Q3 2024 Oct 15, 2024	BUY	$200.87 - $224.6 $86,775 - $97,027	432 Added 1.23%	35,586 $7.86 Million
Q2 2024 Jul 17, 2024	BUY	$192.84 - $209.44 $59,009 - $64,088	306 Added 0.88%	35,154 $7.13 Million
Q1 2024 Apr 17, 2024	BUY	$189.48 - $210.3 $447,362 - $496,518	2,361 Added 7.27%	34,848 $7.33 Million
Q4 2023 Jan 17, 2024	BUY	$162.21 - $204.82 $645,109 - $814,569	3,977 Added 13.95%	32,487 $6.52 Million
Q3 2023 Nov 15, 2023	SELL	$174.36 - $198.71 $45,856 - $52,260	-263 Reduced 0.91%	28,510 $5.04 Million
Q2 2023 Jul 20, 2023	BUY	$170.4 - $187.93 $23,174 - $25,558	136 Added 0.47%	28,773 $5.39 Million
Q1 2023 Apr 17, 2023	SELL	$170.25 - $198.32 $691,215 - $805,179	-4,060 Reduced 12.42%	28,637 $5.11 Million
Q4 2022 Jan 31, 2023	BUY	$166.81 - $188.05 $1.24 Million - $1.4 Million	7,425 Added 29.38%	32,697 $5.7 Million
Q2 2022 Jul 13, 2022	SELL	$163.9 - $207.91 $330,914 - $419,770	-2,019 Reduced 7.4%	25,272 $4.28 Million
Q1 2022 Apr 15, 2022	BUY	$191.52 - $225.32 $83,119 - $97,788	434 Added 1.62%	27,291 $5.6 Million
Q4 2021 Jan 26, 2022	BUY	$212.12 - $242.56 $225,271 - $257,598	1,062 Added 4.12%	26,857 $5.97 Million
Q3 2021 Nov 09, 2021	BUY	$211.73 - $231.39 $1,482 - $1,619	7 Added 0.03%	25,795 $5.64 Million
Q3 2021 Oct 18, 2021	SELL	$211.73 - $231.39 $763,286 - $834,160	-3,605 Reduced 12.26%	25,788 $5.64 Million
Q2 2021 Jul 21, 2021	BUY	$211.85 - $232.89 $562,885 - $618,788	2,657 Added 9.94%	29,393 $6.74 Million
Q1 2021 Apr 15, 2021	BUY	$193.5 - $234.42 $3.03 Million - $3.67 Million	15,656 Added 141.3%	26,736 $5.91 Million
Q4 2020 Jan 20, 2021	BUY	$152.18 - $199.14 $521,825 - $682,851	3,429 Added 44.82%	11,080 $2.17 Million
Q3 2020 Oct 21, 2020	BUY	$139.07 - $158.46 $271,603 - $309,472	1,953 Added 34.28%	7,651 $1.15 Million
Q2 2020 Jul 15, 2020	SELL	$104.62 - $153.09 $1.86 Million - $2.72 Million	-17,752 Reduced 75.7%	5,698 $816,000
Q1 2020 Apr 23, 2020	SELL	$99.9 - $169.53 $329,969 - $559,957	-3,303 Reduced 12.35%	23,450 $2.68 Million
Q4 2019 Feb 03, 2020	BUY	$146.46 - $166.68 $3.92 Million - $4.46 Million	26,753 New	26,753 $4.43 Million

Others Institutions Holding IWM

# of Institutions

2,949

Shares Held

300M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Atticus Wealth Management, LLC Ishares Russell 2000 ETF Transaction History