Edge Financial Advisors LLC Ishares Russell 2000 ETF Transaction History

Edge Financial Advisors LLC

  • $223 Billion
  • Q3 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 4,000 shares of IWM stock, worth $949,920. This represents 0.43% of its overall portfolio holdings.

Number of Shares
4,000
Previous 5,932 32.57%
Holding current value
$949,920
Previous $1.29 Billion 25.1%
% of portfolio
0.43%
Previous 0.68%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,023
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Edge Financial Advisors LLC Portfolio

Follow Edge Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Edge Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edge Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email