Fiduciary Alliance LLC Ishares Russell 2000 ETF Transaction History

Fiduciary Alliance LLC

  • $1.49 Trillion
  • Q3 2025

A detailed history of Fiduciary Alliance LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Fiduciary Alliance LLC holds 3,866 shares of IWM stock, worth $918,097. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,866
Previous 3,628 6.56%
Holding current value
$918,097
Previous $783 Million 19.46%
% of portfolio
0.06%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
BUY
$214.92 - $244.84 $51,150 - $58,271
238 Added 6.56%
3,866 $935 Million
Q2 2025

Jul 09, 2025
BUY
$174.82 - $215.79 $218,874 - $270,169
1,252 Added 52.69%
3,628 $783 Million
Q1 2025

Apr 09, 2025
BUY
$198.1 - $229.79 $21,592 - $25,047
109 Added 4.81%
2,376 $474 Million
Q4 2024

Jan 13, 2025
SELL
$216.13 - $242.4 $80,184 - $89,930
-371 Reduced 14.06%
2,267 $501 Million
Q3 2024

Oct 11, 2024
BUY
$200.87 - $224.6 $66,688 - $74,567
332 Added 14.4%
2,638 $583 Million
Q2 2024

Jul 09, 2024
BUY
$192.84 - $209.44 $19,476 - $21,153
101 Added 4.58%
2,306 $465 Million
Q1 2024

Apr 17, 2024
SELL
$189.48 - $210.3 $1,326 - $1,472
-7 Reduced 0.32%
2,205 $459 Million
Q4 2023

Jan 17, 2024
BUY
$162.21 - $204.82 $18,654 - $23,554
115 Added 5.48%
2,212 $444 Million
Q3 2023

Oct 18, 2023
SELL
$174.36 - $198.71 $21,446 - $24,441
-123 Reduced 5.54%
2,097 $371 Million
Q2 2023

Jul 18, 2023
BUY
$170.4 - $187.93 $3,067 - $3,382
18 Added 0.82%
2,220 $416 Million
Q1 2023

Apr 18, 2023
BUY
$170.25 - $198.32 $3,064 - $3,569
18 Added 0.82%
2,202 $393 Million
Q4 2022

Jan 19, 2023
BUY
$166.81 - $188.05 $364,313 - $410,701
2,184 New
2,184 $381 Million

Others Institutions Holding IWM

# of Institutions
3,025
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
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