Big Sur Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Big Sur Wealth Management LLC

  • $378 Million
  • Q3 2025

A detailed history of Big Sur Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 2,700 shares of IWM stock, worth $641,196. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,700
Previous 3,400 20.59%
Holding current value
$641,196
Previous $733,000 10.91%
% of portfolio
0.17%
Previous 0.19%

Shares

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

Oct 14, 2025
SELL
$214.92 - $244.84 $150,444 - $171,388
-700 Reduced 20.59%
2,700 $653,000
Q4 2024

Jan 16, 2025
SELL
$216.13 - $242.4 $1.74 Million - $1.95 Million
-8,060 Reduced 70.33%
3,400 $751,000
Q3 2024

Oct 16, 2024
BUY
$200.87 - $224.6 $281,218 - $314,440
1,400 Added 13.92%
11,460 $2.53 Million
Q2 2024

Jul 22, 2024
BUY
$192.84 - $209.44 $279,618 - $303,688
1,450 Added 16.84%
10,060 $2.04 Million
Q1 2024

May 21, 2024
SELL
$189.48 - $210.3 $37,896 - $42,060
-200 Reduced 2.27%
8,610 $1.81 Million
Q4 2023

Feb 12, 2024
BUY
$162.21 - $204.82 $210,873 - $266,266
1,300 Added 17.31%
8,810 $1.77 Million
Q3 2023

Nov 13, 2023
SELL
$174.36 - $198.71 $165,642 - $188,774
-950 Reduced 11.23%
7,510 $1.33 Million
Q1 2023

May 12, 2023
SELL
$170.25 - $198.32 $1.31 Million - $1.53 Million
-7,700 Reduced 47.65%
8,460 $1.51 Million
Q4 2022

Feb 09, 2023
SELL
$166.81 - $188.05 $21,685 - $24,446
-130 Reduced 0.8%
16,160 $2.82 Million
Q3 2022

Nov 08, 2022
SELL
$164.17 - $201.07 $746,973 - $914,868
-4,550 Reduced 21.83%
16,290 $2.69 Million
Q3 2021

Nov 01, 2021
BUY
$211.73 - $231.39 $846,920 - $925,560
4,000 Added 23.75%
20,840 $4.56 Million
Q2 2021

Jul 29, 2021
BUY
$211.85 - $232.89 $466,070 - $512,357
2,200 Added 15.03%
16,840 $3.86 Million
Q1 2021

May 06, 2021
BUY
$193.5 - $234.42 $2.23 Million - $2.7 Million
11,500 Added 366.24%
14,640 $3.24 Million
Q4 2020

Jan 22, 2021
BUY
$152.18 - $199.14 $228,270 - $298,710
1,500 Added 91.46%
3,140 $616,000
Q3 2020

Oct 30, 2020
BUY
$139.07 - $158.46 $26,423 - $30,107
190 Added 13.1%
1,640 $246,000
Q2 2020

Jul 31, 2020
BUY
$104.62 - $153.09 $52,310 - $76,545
500 Added 52.63%
1,450 $208,000
Q1 2020

May 05, 2020
SELL
$99.9 - $169.53 $222,777 - $378,051
-2,230 Reduced 70.13%
950 $109,000
Q1 2018

May 03, 2018
BUY
$145.44 - $159.96 $462,499 - $508,672
3,180 New
3,180 $483,000

Others Institutions Holding IWM

# of Institutions
3,033
Shares Held
284M
Call Options Held
196M
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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