Leelyn Smith, LLC Ishares Russell 2000 ETF Transaction History

Leelyn Smith, LLC

$543 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$166.81 - $188.05 $65,055 - $73,339	390 Added 291.04%	524 $91,000
Q3 2022 Nov 14, 2022	SELL	$164.17 - $201.07 $992,900 - $1.22 Million	-6,048 Reduced 97.83%	134 $22,000
Q2 2022 Aug 09, 2022	BUY	$163.9 - $207.91 $494,814 - $627,680	3,019 Added 95.45%	6,182 $1.05 Million
Q4 2021 Feb 14, 2022	BUY	$212.12 - $242.56 $66,817 - $76,406	315 Added 11.06%	3,163 $704,000
Q2 2021 Aug 31, 2021	SELL	$211.85 - $232.89 $3,177 - $3,493	-15 Reduced 0.52%	2,848 $653,000
Q1 2021 May 05, 2021	BUY	$193.5 - $234.42 $344,817 - $417,736	1,782 Added 164.85%	2,863 $633,000
Q4 2020 Jan 15, 2021	BUY	$152.18 - $199.14 $137,570 - $180,022	904 Added 510.73%	1,081 $212,000
Q3 2020 Nov 05, 2020	SELL	$139.07 - $158.46 $7,926 - $9,032	-57 Reduced 24.36%	177 $27,000
Q4 2019 Feb 06, 2020	BUY	$146.46 - $166.68 $34,271 - $39,003	234 New	234 $39,000

Others Institutions Holding IWM

# of Institutions

2,723

Shares Held

306M

Call Options Held

232M

Put Options Held

524M

Bank Of America Corp Charlotte, NC

40.2M
Shares

$9.17 Billion
0.75% of portfolio
Goldman Sachs Group Inc New York, NY

22.8M
Shares

$5.21 Billion
0.83% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$4.14 Billion
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

18.1M
Shares

$4.12 Billion
0.92% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.9M
Shares

$2.73 Billion
6.48% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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