Brady Family Wealth, LLC Ishares Russell 2000 ETF Transaction History

Brady Family Wealth, LLC

$326 Billion
Q4 2024

A detailed history of Brady Family Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Brady Family Wealth, LLC holds 5,330 shares of IWM stock, worth $1.08 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

5,330

Previous 5,157 3.35%

Holding current value

$1.08 Million

Previous $1.14 Billion 3.39%

% of portfolio

0.36%

Previous 0.34%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$216.13 - $242.4 $37,390 - $41,935	173 Added 3.35%	5,330 $1.18 Billion
Q3 2024 Oct 15, 2024	BUY	$200.87 - $224.6 $200 - $224	1 Added 0.02%	5,157 $1.14 Billion
Q2 2024 Jul 15, 2024	SELL	$192.84 - $209.44 $96,612 - $104,929	-501 Reduced 8.86%	5,156 $1.05 Billion
Q1 2024 May 13, 2024	BUY	$189.48 - $210.3 $1,705 - $1,892	9 Added 0.16%	5,657 $1.19 Billion
Q4 2023 Feb 09, 2024	BUY	$162.21 - $204.82 $4,379 - $5,530	27 Added 0.48%	5,648 $1.13 Billion
Q2 2023 Jul 19, 2023	BUY	$170.4 - $187.93 $1,704 - $1,879	10 Added 0.18%	5,621 $1.05 Billion
Q1 2023 May 05, 2023	BUY	$170.25 - $198.32 $2,043 - $2,379	12 Added 0.21%	5,611 $1 Billion
Q4 2022 Apr 10, 2023	BUY	$166.81 - $188.05 $933,969 - $1.05 Million	5,599 New	5,599 $976 Million

Others Institutions Holding IWM

# of Institutions

2,944

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Brady Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brady Family Wealth, LLC with notifications on news.

Account

Brady Family Wealth, LLC Ishares Russell 2000 ETF Transaction History