Edge Financial Advisors LLC Ishares Russell 2000 ETF Transaction History

Edge Financial Advisors LLC

  • $238 Billion
  • Q4 2025

A detailed history of Edge Financial Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Edge Financial Advisors LLC holds 3,875 shares of IWM stock, worth $920,235. This represents 0.4% of its overall portfolio holdings.

Number of Shares
3,875
Previous 4,000 3.13%
Holding current value
$920,235
Previous $968 Million 1.44%
% of portfolio
0.4%
Previous 0.43%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
SELL
$236.79 - $250.33 $29,598 - $31,291
-125 Reduced 3.13%
3,875 $954 Million
Q3 2025

Oct 31, 2025
SELL
$214.92 - $244.84 $415,225 - $473,030
-1,932 Reduced 32.57%
4,000 $968 Million
Q2 2025

Jul 23, 2025
SELL
$174.82 - $215.79 $219,399 - $270,816
-1,255 Reduced 17.46%
5,932 $1.29 Billion
Q1 2025

Apr 17, 2025
BUY
$198.1 - $229.79 $1.42 Million - $1.65 Million
7,187 New
7,187 $1.43 Billion
Q3 2024

Oct 25, 2024
BUY
$200.87 - $224.6 $189,219 - $211,573
942 New
942 $287 Million

Others Institutions Holding IWM

# of Institutions
3,057
Shares Held
282M
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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