Ccg Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Ccg Wealth Management, LLC

$211 Million
Q3 2025

A detailed history of Ccg Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Ccg Wealth Management, LLC holds 1,357 shares of IWM stock, worth $322,260. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,357

Previous 1,586 14.44%

Holding current value

$322,260

Previous $342,000 4.09%

% of portfolio

0.16%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$214.92 - $244.84 $49,216 - $56,068	-229 Reduced 14.44%	1,357 $328,000
Q2 2025 Jul 25, 2025	BUY	$174.82 - $215.79 $3,146 - $3,884	18 Added 1.15%	1,586 $342,000
Q1 2025 Apr 22, 2025	BUY	$198.1 - $229.79 $42,591 - $49,404	215 Added 15.89%	1,568 $312,000
Q4 2024 Jan 24, 2025	SELL	$216.13 - $242.4 $787,577 - $883,305	-3,644 Reduced 72.92%	1,353 $298,000
Q3 2024 Oct 15, 2024	SELL	$200.87 - $224.6 $2,611 - $2,919	-13 Reduced 0.26%	4,997 $1.1 Million

Q2 2024 Jul 31, 2024	BUY	$192.84 - $209.44 $2,506 - $2,722	13 Added 0.26%	5,010 $1.02 Million
Q1 2024 Apr 18, 2024	BUY	$189.48 - $210.3 $946,831 - $1.05 Million	4,997 New	4,997 $1.05 Million

Others Institutions Holding IWM

# of Institutions

3,027

Shares Held

284M

Call Options Held

197M

Put Options Held

484M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Ccg Wealth Management, LLC Ishares Russell 2000 ETF Transaction History