Blue Bell Private Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Blue Bell Private Wealth Management, LLC

  • $626 Million
  • Q3 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 56,965 shares of IWM stock, worth $13.5 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
56,965
Previous 60,299 5.53%
Holding current value
$13.5 Million
Previous $13 Million 5.93%
% of portfolio
2.2%
Previous 2.29%

Shares

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

Oct 22, 2025
SELL
$214.92 - $244.84 $716,543 - $816,296
-3,334 Reduced 5.53%
56,965 $13.8 Million
Q2 2025

Aug 11, 2025
BUY
$174.82 - $215.79 $1.76 Million - $2.17 Million
10,055 Added 20.01%
60,299 $13 Million
Q1 2025

May 05, 2025
BUY
$198.1 - $229.79 $871,838 - $1.01 Million
4,401 Added 9.6%
50,244 $10 Million
Q4 2024

Feb 06, 2025
BUY
$216.13 - $242.4 $766,613 - $859,792
3,547 Added 8.39%
45,843 $10.1 Million
Q3 2024

Oct 28, 2024
BUY
$200.87 - $224.6 $1.22 Million - $1.37 Million
6,079 Added 16.78%
42,296 $9.34 Million
Q2 2024

Aug 05, 2024
SELL
$192.84 - $209.44 $128,431 - $139,487
-666 Reduced 1.81%
36,217 $7.35 Million
Q1 2024

Apr 24, 2024
BUY
$189.48 - $210.3 $214,870 - $238,480
1,134 Added 3.17%
36,883 $7.76 Million
Q4 2023

Jan 25, 2024
BUY
$162.21 - $204.82 $442,184 - $558,339
2,726 Added 8.25%
35,749 $7.18 Million
Q3 2023

Oct 30, 2023
SELL
$174.36 - $198.71 $110,718 - $126,180
-635 Reduced 1.89%
33,023 $5.84 Million
Q2 2023

Aug 08, 2023
SELL
$170.4 - $187.93 $128,481 - $141,699
-754 Reduced 2.19%
33,658 $6.3 Million
Q1 2023

May 08, 2023
BUY
$170.25 - $198.32 $31,666 - $36,887
186 Added 0.54%
34,412 $6.14 Million
Q4 2022

Feb 03, 2023
SELL
$166.81 - $188.05 $588,505 - $663,440
-3,528 Reduced 9.34%
34,226 $5.97 Million
Q3 2022

Nov 08, 2022
SELL
$164.17 - $201.07 $401,395 - $491,616
-2,445 Reduced 6.08%
37,754 $6.23 Million
Q2 2022

Aug 02, 2022
BUY
$163.9 - $207.91 $96,864 - $122,874
591 Added 1.49%
40,199 $6.81 Million
Q1 2022

Apr 21, 2022
SELL
$191.52 - $225.32 $191,903 - $225,770
-1,002 Reduced 2.47%
39,608 $8.13 Million
Q4 2021

Jan 26, 2022
BUY
$212.12 - $242.56 $574,845 - $657,337
2,710 Added 7.15%
40,610 $9.03 Million
Q3 2021

Nov 10, 2021
SELL
$211.73 - $231.39 $219,775 - $240,182
-1,038 Reduced 2.67%
37,900 $8.3 Million
Q2 2021

Aug 05, 2021
SELL
$211.85 - $232.89 $710,756 - $781,345
-3,355 Reduced 7.93%
38,938 $8.93 Million
Q1 2021

Apr 23, 2021
BUY
$193.5 - $234.42 $136,224 - $165,031
704 Added 1.69%
42,293 $9.34 Million
Q4 2020

Jan 21, 2021
BUY
$152.18 - $199.14 $1.72 Million - $2.25 Million
11,314 Added 37.37%
41,589 $8.15 Million
Q3 2020

Oct 23, 2020
BUY
$139.07 - $158.46 $88,865 - $101,255
639 Added 2.16%
30,275 $4.54 Million
Q2 2020

Jul 30, 2020
SELL
$104.62 - $153.09 $310,512 - $454,371
-2,968 Reduced 9.1%
29,636 $4.24 Million
Q1 2020

Apr 22, 2020
SELL
$99.9 - $169.53 $258,441 - $438,574
-2,587 Reduced 7.35%
32,604 $3.73 Million
Q4 2019

Jan 22, 2020
BUY
$146.46 - $166.68 $1.04 Million - $1.18 Million
7,099 Added 25.27%
35,191 $5.7 Million
Q3 2019

Nov 07, 2019
SELL
$144.85 - $157.9 $279,415 - $304,589
-1,929 Reduced 6.43%
28,092 $4.25 Million
Q2 2019

Jul 23, 2019
BUY
$145.86 - $160.71 $414,242 - $456,416
2,840 Added 10.45%
30,021 $4.67 Million
Q1 2019

Apr 23, 2019
BUY
$132.25 - $158.24 $425,977 - $509,691
3,221 Added 13.44%
27,181 $4.16 Million
Q4 2018

Jan 16, 2019
SELL
$125.88 - $166.33 $517,618 - $683,948
-4,112 Reduced 14.65%
23,960 $3.21 Million
Q3 2018

Oct 25, 2018
BUY
$164.2 - $173.02 $577,984 - $609,030
3,520 Added 14.34%
28,072 $4.73 Million
Q2 2018

Jul 25, 2018
SELL
$148.13 - $169.97 $151,092 - $173,369
-1,020 Reduced 3.99%
24,552 $4.02 Million
Q1 2018

May 01, 2018
BUY
$145.44 - $159.96 $89,445 - $98,375
615 Added 2.46%
25,572 $3.88 Million
Q4 2017

Jan 31, 2018
SELL
$145.63 - $154.3 $29,126 - $30,860
-200 Reduced 0.8%
24,957 $3.8 Million
Q3 2017

Oct 24, 2017
BUY
$144.61 - $148.18 $3.64 Million - $3.73 Million
25,157
25,157 $3.73 Million

Others Institutions Holding IWM

# of Institutions
3,055
Shares Held
284M
Call Options Held
196M
Put Options Held
483M
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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