Global Retirement Partners, LLC Ishares Russell 2000 ETF Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Global Retirement Partners, LLC holds 61,827 shares of IWM stock, worth $13.3 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

61,827

Previous 42,654 44.95%

Holding current value

$13.3 Million

Previous $9.42 Million 45.01%

% of portfolio

0.4%

Previous 0.29%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$216.13 - $242.4 $4.14 Million - $4.65 Million	19,173 Added 44.95%	61,827 $13.7 Million
Q3 2024 Oct 16, 2024	SELL	$200.87 - $224.6 $1.89 Million - $2.12 Million	-9,430 Reduced 18.11%	42,654 $9.42 Million
Q2 2024 Jul 23, 2024	BUY	$192.84 - $209.44 $298,323 - $324,003	1,547 Added 3.06%	52,084 $10.6 Million
Q1 2024 Apr 23, 2024	BUY	$189.48 - $210.3 $890,177 - $987,989	4,698 Added 10.25%	50,537 $10.6 Million
Q4 2023 Jan 18, 2024	SELL	$162.21 - $204.82 $926,381 - $1.17 Million	-5,711 Reduced 11.08%	45,839 $9.2 Million
Q3 2023 Oct 13, 2023	BUY	$174.36 - $198.71 $901,441 - $1.03 Million	5,170 Added 11.15%	51,550 $9.11 Million
Q2 2023 Jul 20, 2023	BUY	$170.4 - $187.93 $1.13 Million - $1.24 Million	6,608 Added 16.61%	46,380 $8.69 Million
Q1 2023 May 05, 2023	BUY	$170.25 - $198.32 $359,227 - $418,455	2,110 Added 5.6%	39,772 $7.1 Million
Q4 2022 Feb 13, 2023	BUY	$166.81 - $188.05 $218,687 - $246,533	1,311 Added 3.61%	37,662 $6.57 Million
Q3 2022 Nov 03, 2022	SELL	$164.17 - $201.07 $849,908 - $1.04 Million	-5,177 Reduced 12.47%	36,351 $6.66 Million
Q2 2022 Jul 15, 2022	SELL	$163.9 - $207.91 $462,034 - $586,098	-2,819 Reduced 6.36%	41,528 $7.03 Million
Q1 2022 Jul 14, 2022	BUY	$191.52 - $225.32 $8.49 Million - $9.99 Million	44,347 New	44,347 $7.79 Million
Q4 2021 Jan 21, 2022	SELL	$212.12 - $242.56 $8.94 Million - $10.2 Million	-42,144 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$211.73 - $231.39 $125,767 - $137,445	594 Added 1.43%	42,144 $9.22 Million
Q2 2021 Jul 15, 2021	BUY	$211.85 - $232.89 $421,793 - $463,683	1,991 Added 5.03%	41,550 $9.53 Million
Q1 2021 Apr 14, 2021	SELL	$193.5 - $234.42 $62,694 - $75,952	-324 Reduced 0.81%	39,559 $8.74 Million
Q4 2020 Jan 13, 2021	BUY	$152.18 - $199.14 $1.4 Million - $1.83 Million	9,176 Added 29.88%	39,883 $7.82 Million
Q3 2020 Oct 09, 2020	SELL	$139.07 - $158.46 $980,304 - $1.12 Million	-7,049 Reduced 18.67%	30,707 $4.6 Million
Q2 2020 Jul 13, 2020	SELL	$104.62 - $153.09 $509,185 - $745,089	-4,867 Reduced 11.42%	37,756 $5.41 Million
Q1 2020 Apr 28, 2020	BUY	$99.9 - $169.53 $902,396 - $1.53 Million	9,033 Added 26.89%	42,623 $4.88 Million
Q4 2019 Jan 23, 2020	BUY	$146.46 - $166.68 $128,738 - $146,511	879 Added 2.69%	33,590 $5.57 Million
Q3 2019 Nov 19, 2019	BUY	$144.85 - $157.9 $189,174 - $206,217	1,306 Added 4.16%	32,711 $4.95 Million
Q2 2019 Nov 19, 2019	BUY	$145.86 - $160.71 $1.04 Million - $1.15 Million	7,139 Added 29.42%	31,405 $4.88 Million
Q1 2019 May 07, 2019	BUY	$132.25 - $158.24 $43,510 - $52,060	329 Added 1.37%	24,266 $3.72 Million
Q4 2018 Feb 22, 2019	BUY	$125.88 - $166.33 $231,367 - $305,714	1,838 Added 8.32%	23,937 $3.21 Million
Q3 2018 Oct 17, 2018	BUY	$164.2 - $173.02 $467,148 - $492,241	2,845 Added 14.78%	22,099 $3.73 Million
Q2 2018 Aug 13, 2018	BUY	$148.13 - $169.97 $796,050 - $913,418	5,374 Added 38.72%	19,254 $3.15 Million
Q1 2018 Aug 10, 2018	SELL	$145.44 - $159.96 $51,776 - $56,945	-356 Reduced 2.5%	13,880 $2.11 Million
Q4 2017 Aug 13, 2018	BUY	$145.63 - $154.3 $94,950 - $100,603	652 Added 4.8%	14,236 $2.17 Million
Q3 2017 Aug 10, 2018	BUY	$144.61 - $148.18 $464,776 - $476,250	3,214 Added 30.99%	13,584 $2.01 Million
Q2 2017 Aug 10, 2018	BUY	N/A	1,074 Added 11.55%	10,370 $1.46 Million
Q1 2017 Aug 10, 2018	BUY	N/A	869 Added 10.31%	9,296 $1.28 Million
Q4 2016 Aug 10, 2018	BUY	N/A	8,427	8,427 $1.14 Million

Others Institutions Holding IWM

# of Institutions

2,938

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
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Global Retirement Partners, LLC Ishares Russell 2000 ETF Transaction History