Cahill Financial Advisors Inc Ishares Russell 2000 ETF Transaction History

Cahill Financial Advisors Inc

$714 Million
Q1 2025

A detailed history of Cahill Financial Advisors Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 12,274 shares of IWM stock, worth $2.75 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

12,274

Previous 12,391 0.94%

Holding current value

$2.75 Million

Previous $2.74 Million 10.56%

% of portfolio

0.34%

Previous 0.38%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$198.1 - $229.79 $23,177 - $26,885	-117 Reduced 0.94%	12,274 $2.45 Million
Q4 2024 Feb 13, 2025	BUY	$216.13 - $242.4 $747,161 - $837,976	3,457 Added 38.69%	12,391 $2.74 Million
Q3 2024 Nov 12, 2024	BUY	$200.87 - $224.6 $200 - $224	1 Added 0.01%	8,934 $1.97 Million
Q2 2024 Aug 06, 2024	BUY	$192.84 - $209.44 $192 - $209	1 Added 0.01%	8,933 $1.81 Million
Q1 2024 May 13, 2024	SELL	$189.48 - $210.3 $230,218 - $255,514	-1,215 Reduced 11.97%	8,932 $1.88 Million
Q4 2023 Feb 13, 2024	BUY	$162.21 - $204.82 $171,618 - $216,699	1,058 Added 11.64%	10,147 $2.04 Million
Q3 2023 Nov 14, 2023	BUY	$174.36 - $198.71 $32,082 - $36,562	184 Added 2.07%	9,089 $1.61 Million
Q2 2023 Aug 14, 2023	BUY	$170.4 - $187.93 $170 - $187	1 Added 0.01%	8,905 $1.67 Million
Q1 2023 May 11, 2023	BUY	$170.25 - $198.32 $340 - $396	2 Added 0.02%	8,904 $1.59 Million
Q4 2022 Feb 14, 2023	BUY	$166.81 - $188.05 $63,888 - $72,023	383 Added 4.5%	8,902 $1.55 Million
Q3 2022 Nov 14, 2022	BUY	$164.17 - $201.07 $1.11 Million - $1.36 Million	6,755 Added 382.94%	8,519 $1.41 Million
Q2 2022 Aug 08, 2022	BUY	$163.9 - $207.91 $163 - $207	1 Added 0.06%	1,764 $298,000
Q1 2022 May 12, 2022	BUY	$191.52 - $225.32 $191 - $225	1 Added 0.06%	1,763 $362,000
Q4 2021 Feb 11, 2022	SELL	$212.12 - $242.56 $33,090 - $37,839	-156 Reduced 8.13%	1,762 $392,000
Q3 2021 Nov 16, 2021	BUY	$211.73 - $231.39 $1,270 - $1,388	6 Added 0.31%	1,918 $420,000
Q2 2021 Aug 16, 2021	SELL	$211.85 - $232.89 $20,125 - $22,124	-95 Reduced 4.73%	1,912 $439,000
Q1 2021 May 17, 2021	BUY	$193.5 - $234.42 $580 - $703	3 Added 0.15%	2,007 $443,000
Q4 2020 Feb 17, 2021	BUY	$152.18 - $199.14 $304,968 - $399,076	2,004 New	2,004 $393,000
Q2 2020 Aug 12, 2020	SELL	$104.62 - $153.09 $185,595 - $271,581	-1,774 Closed	0 $0
Q1 2020 May 18, 2020	SELL	$99.9 - $169.53 $3.38 Million - $5.73 Million	-33,807 Reduced 95.01%	1,774 $204,000
Q1 2020 May 15, 2020	BUY	$99.9 - $169.53 $3.37 Million - $5.72 Million	33,750 Added 1843.26%	35,581 $732,000
Q4 2019 Feb 14, 2020	BUY	$146.46 - $166.68 $878 - $1,000	6 Added 0.33%	1,831 $303,000
Q3 2019 Nov 14, 2019	BUY	$144.85 - $157.9 $869 - $947	6 Added 0.33%	1,825 $276,000
Q2 2019 Aug 14, 2019	BUY	$145.86 - $160.71 $875 - $964	6 Added 0.33%	1,819 $283,000
Q1 2019 May 16, 2019	BUY	$132.25 - $158.24 $529 - $632	4 Added 0.22%	1,813 $278,000
Q4 2018 Feb 15, 2019	BUY	$125.88 - $166.33 $227,716 - $300,890	1,809 New	1,809 $243,000
Q3 2018 Nov 13, 2018	SELL	$164.2 - $173.02 $515,423 - $543,109	-3,139 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$145.44 - $159.96 $456,536 - $502,114	3,139 New	3,139 $477,000

Others Institutions Holding IWM

# of Institutions

2,896

Shares Held

314M

Call Options Held

232M

Put Options Held

544M

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 Cahill Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cahill Financial Advisors Inc with notifications on news.

Account

Cahill Financial Advisors Inc Ishares Russell 2000 ETF Transaction History