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

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

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 11,347 shares of IWM stock, worth $2.57 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

11,347

Previous 10,483 8.24%

Holding current value

$2.57 Million

Previous $2.32 Million 8.29%

% of portfolio

0.32%

Previous 0.3%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,867

Shares Held

310M

Call Options Held

221M

Put Options Held

491M

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About ISHARES RUSSELL 2000 ETF

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