Institute For Wealth Management, Llc. Ishares Russell 2000 ETF Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 13,667 shares of IWM stock, worth $3.25 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
13,667
Previous 13,857 1.37%
Holding current value
$3.25 Million
Previous $2.99 Million 10.57%
% of portfolio
0.36%
Previous 0.34%

Shares

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

Oct 17, 2025
SELL
$214.92 - $244.84 $40,834 - $46,519
-190 Reduced 1.37%
13,667 $3.31 Million
Q2 2025

Jul 18, 2025
BUY
$174.82 - $215.79 $176,568 - $217,947
1,010 Added 7.86%
13,857 $2.99 Million
Q1 2025

Apr 21, 2025
BUY
$198.1 - $229.79 $297,150 - $344,685
1,500 Added 13.22%
12,847 $2.56 Million
Q4 2024

Jan 23, 2025
BUY
$216.13 - $242.4 $186,736 - $209,433
864 Added 8.24%
11,347 $2.51 Million
Q3 2024

Nov 12, 2024
BUY
$200.87 - $224.6 $156,879 - $175,412
781 Added 8.05%
10,483 $2.32 Million
Q2 2024

Jul 25, 2024
SELL
$192.84 - $209.44 $2.1 Million - $2.28 Million
-10,876 Reduced 52.85%
9,702 $1.97 Million
Q1 2024

Apr 30, 2024
BUY
$189.48 - $210.3 $1.22 Million - $1.36 Million
6,447 Added 45.62%
20,578 $4.33 Million
Q4 2023

Jan 31, 2024
BUY
$162.21 - $204.82 $222,876 - $281,422
1,374 Added 10.77%
14,131 $2.84 Million
Q3 2023

Oct 13, 2023
BUY
$174.36 - $198.71 $471,295 - $537,113
2,703 Added 26.88%
12,757 $2.25 Million
Q2 2023

Jul 25, 2023
BUY
$170.4 - $187.93 $119,620 - $131,926
702 Added 7.51%
10,054 $1.88 Million
Q1 2023

Apr 20, 2023
SELL
$170.25 - $198.32 $19,919 - $23,203
-117 Reduced 1.24%
9,352 $1.67 Million
Q4 2022

Feb 02, 2023
SELL
$166.81 - $188.05 $818,870 - $923,137
-4,909 Reduced 34.14%
9,469 $1.65 Million
Q3 2022

Oct 18, 2022
BUY
$164.17 - $201.07 $591,668 - $724,656
3,604 Added 33.45%
14,378 $2.37 Million
Q2 2022

Jul 25, 2022
SELL
$163.9 - $207.91 $150,132 - $190,445
-916 Reduced 7.84%
10,774 $1.83 Million
Q1 2022

Apr 29, 2022
BUY
$191.52 - $225.32 $542,193 - $637,880
2,831 Added 31.96%
11,690 $2.4 Million
Q4 2021

Jan 21, 2022
BUY
$212.12 - $242.56 $806,480 - $922,213
3,802 Added 75.18%
8,859 $1.97 Million
Q3 2021

Nov 15, 2021
SELL
$211.73 - $231.39 $94,855 - $103,662
-448 Reduced 8.14%
5,057 $1.11 Million
Q2 2021

Jul 21, 2021
BUY
$211.85 - $232.89 $185,368 - $203,778
875 Added 18.9%
5,505 $1.26 Million
Q1 2021

May 04, 2021
SELL
$193.5 - $234.42 $560,763 - $679,349
-2,898 Reduced 38.5%
4,630 $1.02 Million
Q4 2020

Feb 01, 2021
SELL
$152.18 - $199.14 $897,253 - $1.17 Million
-5,896 Reduced 43.92%
7,528 $1.48 Million
Q3 2020

Nov 03, 2020
BUY
$139.07 - $158.46 $154,645 - $176,207
1,112 Added 9.03%
13,424 $2.01 Million
Q2 2020

Jul 30, 2020
BUY
$104.62 - $153.09 $778,686 - $1.14 Million
7,443 Added 152.87%
12,312 $1.76 Million
Q1 2020

Apr 29, 2020
BUY
$99.9 - $169.53 $25,574 - $43,399
256 Added 5.55%
4,869 $557,000
Q4 2019

Feb 27, 2020
BUY
$146.46 - $166.68 $563,724 - $641,551
3,849 Added 503.8%
4,613 $764,000
Q4 2019

Jan 27, 2020
SELL
$146.46 - $166.68 $325,434 - $370,362
-2,222 Reduced 74.41%
764 $764,000
Q3 2019

Oct 28, 2019
BUY
$144.85 - $157.9 $139,490 - $152,057
963 Added 47.6%
2,986 $452,000
Q2 2019

Aug 02, 2019
BUY
$145.86 - $160.71 $35,589 - $39,213
244 Added 13.72%
2,023 $315,000
Q1 2019

May 15, 2019
BUY
$132.25 - $158.24 $235,272 - $281,508
1,779 New
1,779 $272,000
Q1 2018

May 15, 2018
SELL
$145.44 - $159.96 $255,828 - $281,369
-1,759 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
$145.63 - $154.3 $256,163 - $271,413
1,759 New
1,759 $268,000
Q3 2017

Nov 14, 2017
SELL
$144.61 - $148.18 $297,318 - $304,658
-2,056 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
2,056
2,056 $291,000

Others Institutions Holding IWM

# of Institutions
3,048
Shares Held
284M
Call Options Held
196M
Put Options Held
483M
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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