Axxcess Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 47,942 shares of IWM stock, worth $10.7 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

47,942

Previous 35,020 36.9%

Holding current value

$10.7 Million

Previous $7.74 Million 36.95%

% of portfolio

0.27%

Previous 0.2%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$216.13 - $242.4 $2.79 Million - $3.13 Million	12,922 Added 36.9%	47,942 $10.6 Million
Q3 2024 Nov 04, 2024	BUY	$200.87 - $224.6 $72,313 - $80,856	360 Added 1.04%	35,020 $7.74 Million
Q2 2024 Aug 09, 2024	SELL	$192.84 - $209.44 $2.81 Million - $3.06 Million	-14,594 Reduced 29.63%	34,660 $7.03 Million
Q1 2024 May 14, 2024	SELL	$189.48 - $210.3 $1.44 Million - $1.6 Million	-7,601 Reduced 13.37%	49,254 $10.4 Million
Q4 2023 Feb 06, 2024	BUY	$162.21 - $204.82 $1.97 Million - $2.48 Million	12,132 Added 27.13%	56,855 $11.4 Million
Q3 2023 Nov 14, 2023	BUY	$174.36 - $198.71 $4.97 Million - $5.66 Million	28,506 Added 175.78%	44,723 $7.9 Million
Q2 2023 Aug 08, 2023	SELL	$170.4 - $187.93 $114,168 - $125,913	-670 Reduced 3.97%	16,217 $3.04 Million
Q1 2023 May 03, 2023	SELL	$170.25 - $198.32 $1.01 Million - $1.18 Million	-5,929 Reduced 25.99%	16,887 $3.01 Million
Q4 2022 Feb 14, 2023	BUY	$166.81 - $188.05 $2.08 Million - $2.34 Million	12,458 Added 120.27%	22,816 $3.98 Million
Q3 2022 Nov 14, 2022	BUY	$164.17 - $201.07 $21,670 - $26,541	132 Added 1.29%	10,358 $1.71 Million
Q2 2022 Aug 11, 2022	SELL	$163.9 - $207.91 $2.33 Million - $2.96 Million	-14,222 Reduced 58.17%	10,226 $1.73 Million
Q1 2022 Aug 11, 2022	BUY	$191.52 - $225.32 $1.19 Million - $1.4 Million	6,216 Added 34.09%	24,448 $5.02 Million
Q4 2021 Aug 11, 2022	BUY	$212.12 - $242.56 $3.87 Million - $4.42 Million	18,232 New	18,232 $4.06 Million

Others Institutions Holding IWM

# of Institutions

2,846

Shares Held

306M

Call Options Held

228M

Put Options Held

521M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Axxcess Wealth Management, LLC Ishares Russell 2000 ETF Transaction History