Integris Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Integris Wealth Management, LLC

  • $411 Billion
  • Q3 2025

A detailed history of Integris Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Integris Wealth Management, LLC holds 2,916 shares of IWM stock, worth $692,491. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,916
Previous 2,890 0.9%
Holding current value
$692,491
Previous $624 Million 13.14%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Oct 14, 2025
BUY
$214.92 - $244.84 $5,587 - $6,365
26 Added 0.9%
2,916 $706 Million
Q4 2024

Jan 23, 2025
BUY
$216.13 - $242.4 $170,742 - $191,496
790 Added 37.62%
2,890 $639 Million
Q3 2023

Nov 08, 2023
SELL
$174.36 - $198.71 $2,266 - $2,583
-13 Reduced 0.62%
2,100 $371 Million
Q2 2023

Jul 13, 2023
BUY
$170.4 - $187.93 $2,215 - $2,443
13 Added 0.62%
2,113 $396 Million
Q4 2022

Feb 07, 2023
BUY
$166.81 - $188.05 $350,301 - $394,905
2,100 New
2,100 $366 Million

Others Institutions Holding IWM

# of Institutions
3,037
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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