Guardian Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Guardian Wealth Advisors, LLC

$156 Million
Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 72,140 shares of IWM stock, worth $16.3 Million. This represents 10.22% of its overall portfolio holdings.

Number of Shares

72,140

Previous 72,982 1.15%

Holding current value

$16.3 Million

Previous $16.1 Million 1.12%

% of portfolio

10.22%

Previous 9.96%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$216.13 - $242.4 $181,981 - $204,100	-842 Reduced 1.15%	72,140 $15.9 Million
Q3 2024 Nov 07, 2024	SELL	$200.87 - $224.6 $111,281 - $124,428	-554 Reduced 0.75%	72,982 $16.1 Million
Q2 2024 Aug 08, 2024	BUY	$192.84 - $209.44 $47,438 - $51,522	246 Added 0.34%	73,536 $14.9 Million
Q1 2024 Apr 26, 2024	SELL	$189.48 - $210.3 $129,793 - $144,055	-685 Reduced 0.93%	73,290 $15.4 Million
Q4 2023 Feb 08, 2024	BUY	$162.21 - $204.82 $316,633 - $399,808	1,952 Added 2.71%	73,975 $14.8 Million
Q3 2023 Oct 30, 2023	BUY	$174.36 - $198.71 $130,595 - $148,833	749 Added 1.05%	72,023 $12.7 Million
Q2 2023 Aug 08, 2023	BUY	$170.4 - $187.93 $516,652 - $569,803	3,032 Added 4.44%	71,274 $13.3 Million
Q1 2023 May 18, 2023	BUY	$170.25 - $198.32 $1.85 Million - $2.16 Million	10,885 Added 18.98%	68,242 $12.2 Million
Q1 2023 May 03, 2023	SELL	$170.25 - $198.32 $7.72 Million - $9 Million	-45,371 Reduced 74.11%	15,848 $2.83 Million
Q4 2022 Feb 02, 2023	BUY	$166.81 - $188.05 $9.72 Million - $11 Million	58,297 Added 1995.11%	61,219 $10.7 Million
Q3 2022 May 18, 2023	BUY	$164.17 - $201.07 $6.81 Million - $8.35 Million	41,509 Added 261.92%	57,357 $9.46 Million
Q3 2022 Nov 09, 2022	SELL	$164.17 - $201.07 $8.64 Million - $10.6 Million	-52,618 Reduced 94.74%	2,922 $482,000
Q2 2022 Aug 12, 2022	BUY	$163.9 - $207.91 $537,919 - $682,360	3,282 Added 6.28%	55,540 $9.41 Million
Q1 2022 May 11, 2022	BUY	$191.52 - $225.32 $530,510 - $624,136	2,770 Added 5.6%	52,258 $10.7 Million
Q4 2021 Feb 03, 2022	BUY	$212.12 - $242.56 $498,057 - $569,530	2,348 Added 4.98%	49,488 $11 Million
Q3 2021 Nov 10, 2021	SELL	$211.73 - $231.39 $40,016 - $43,732	-189 Reduced 0.4%	47,140 $10.3 Million
Q2 2021 Jul 28, 2021	SELL	$211.85 - $232.89 $5.89 Million - $6.48 Million	-27,814 Reduced 37.01%	47,329 $10.9 Million
Q1 2021 May 10, 2021	BUY	$193.5 - $234.42 $5.46 Million - $6.62 Million	28,234 Added 60.19%	75,143 $16.6 Million
Q1 2021 May 10, 2021	SELL	$193.5 - $234.42 $446,985 - $541,510	-2,310 Reduced 4.69%	46,909 $10.4 Million
Q4 2020 May 10, 2021	BUY	$152.18 - $199.14 $7.49 Million - $9.8 Million	49,219 New	49,219 $9.65 Million

Others Institutions Holding IWM

# of Institutions

2,929

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Account

Guardian Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History