Investmark Advisory Group LLC Ishares Russell 2000 ETF Transaction History

Investmark Advisory Group LLC

$214 Million
Q3 2025

A detailed history of Investmark Advisory Group LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Investmark Advisory Group LLC holds 1,620 shares of IWM stock, worth $384,717. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,620

Previous 1,619 0.06%

Holding current value

$384,717

Previous $349,000 12.03%

% of portfolio

0.18%

Previous 0.17%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$214.92 - $244.84 $214 - $244	1 Added 0.06%	1,620 $391,000
Q2 2025 Aug 14, 2025	BUY	$174.82 - $215.79 $11,538 - $14,242	66 Added 4.25%	1,619 $349,000
Q1 2025 May 15, 2025	BUY	$198.1 - $229.79 $16,046 - $18,612	81 Added 5.5%	1,553 $309,000
Q4 2024 Feb 18, 2025	BUY	$216.13 - $242.4 $216 - $242	1 Added 0.07%	1,472 $325,000
Q3 2024 Nov 14, 2024	BUY	$200.87 - $224.6 $200 - $224	1 Added 0.07%	1,471 $324,000

Q2 2024 Aug 14, 2024	BUY	$192.84 - $209.44 $6,749 - $7,330	35 Added 2.44%	1,470 $298,000
Q1 2024 May 17, 2024	BUY	$189.48 - $210.3 $189 - $210	1 Added 0.07%	1,435 $301,000
Q4 2023 Feb 14, 2024	BUY	$162.21 - $204.82 $232,609 - $293,711	1,434 New	1,434 $287,000
Q3 2022 Nov 14, 2022	SELL	$164.17 - $201.07 $2,955 - $3,619	-18 Reduced 1.4%	1,267 $208,000
Q2 2022 Jul 15, 2022	BUY	$163.9 - $207.91 $49,170 - $62,373	300 Added 30.46%	1,285 $217,000
Q4 2021 May 03, 2022	BUY	$212.12 - $242.56 $208,938 - $238,921	985 New	985 $219,000

Others Institutions Holding IWM

# of Institutions

3,021

Shares Held

284M

Call Options Held

197M

Put Options Held

484M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Investmark Advisory Group LLC Ishares Russell 2000 ETF Transaction History