Central Valley Advisors, LLC Ishares Russell 2000 ETF Transaction History

Central Valley Advisors, LLC

$264 Billion
Q1 2025

A detailed history of Central Valley Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Central Valley Advisors, LLC holds 3,020 shares of IWM stock, worth $566,159. This represents 0.23% of its overall portfolio holdings.

Number of Shares

3,020

Previous 3,125 3.36%

Holding current value

$566,159

Previous $691 Million 12.77%

% of portfolio

0.23%

Previous 0.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$198.1 - $229.79 $20,800 - $24,127	-105 Reduced 3.36%	3,020 $602 Million
Q4 2024 Jan 14, 2025	SELL	$216.13 - $242.4 $10.1 Million - $11.3 Million	-46,607 Reduced 93.72%	3,125 $691 Million
Q3 2024 Oct 04, 2024	BUY	$200.87 - $224.6 $520,454 - $581,938	2,591 Added 5.5%	49,732 $11 Billion
Q2 2024 Jul 12, 2024	BUY	$192.84 - $209.44 $430,997 - $468,098	2,235 Added 4.98%	47,141 $9.67 Billion
Q1 2024 Apr 12, 2024	BUY	$189.48 - $210.3 $689,517 - $765,281	3,639 Added 8.82%	44,906 $9.44 Billion
Q4 2023 Feb 09, 2024	BUY	$162.21 - $204.82 $6.69 Million - $8.45 Million	41,267 New	41,267 $8.28 Billion

Others Institutions Holding IWM

# of Institutions

2,918

Shares Held

301M

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 Central Valley Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Central Valley Advisors, LLC with notifications on news.

Account

Central Valley Advisors, LLC Ishares Russell 2000 ETF Transaction History