Finivi Inc. Ishares Russell 2000 ETF Transaction History

Finivi Inc.

$157 Billion
Q3 2025

A detailed history of Finivi Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Finivi Inc. holds 1,157 shares of IWM stock, worth $274,764. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,157

Previous 1,163 0.52%

Holding current value

$274,764

Previous $251 Million 11.5%

% of portfolio

0.18%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 19, 2025	SELL	$214.92 - $244.84 $1,289 - $1,469	-6 Reduced 0.52%	1,157 $280 Million
Q2 2025 Dec 19, 2025	SELL	$174.82 - $215.79 $2.12 Million - $2.62 Million	-12,154 Reduced 91.27%	1,163 $251 Million
Q1 2025 Dec 19, 2025	BUY	$198.1 - $229.79 $153,131 - $177,627	773 Added 6.16%	13,317 $2.66 Billion
Q4 2024 Dec 19, 2025	BUY	$216.13 - $242.4 $152,155 - $170,649	704 Added 5.95%	12,544 $2.77 Billion
Q3 2024 Dec 19, 2025	BUY	$200.87 - $224.6 $1.7 Million - $1.9 Million	8,469 Added 251.23%	11,840 $2.62 Billion

Q2 2024 Dec 19, 2025	BUY	$192.84 - $209.44 $33,361 - $36,233	173 Added 5.41%	3,371 $684 Million
Q1 2024 Dec 19, 2025	BUY	$189.48 - $210.3 $19,895 - $22,081	105 Added 3.39%	3,198 $673 Million
Q4 2023 Dec 19, 2025	BUY	$162.21 - $204.82 $56,773 - $71,687	350 Added 12.76%	3,093 $621 Million
Q4 2021 Dec 19, 2025	BUY	$212.12 - $242.56 $581,845 - $665,342	2,743 New	2,743 $610 Million

Others Institutions Holding IWM

# of Institutions

3,022

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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