Mission Wealth Management, LP Ishares Russell 2000 ETF Transaction History

Mission Wealth Management, LP

  • $4.95 Billion
  • Q3 2025

A detailed history of Mission Wealth Management, LP transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Mission Wealth Management, LP holds 13,110 shares of IWM stock, worth $3.11 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
13,110
Previous 14,606 10.24%
Holding current value
$3.11 Million
Previous $3.15 Million 0.67%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 04, 2025
SELL
$214.92 - $244.84 $321,520 - $366,280
-1,496 Reduced 10.24%
13,110 $3.17 Million
Q2 2025

Aug 05, 2025
BUY
$174.82 - $215.79 $377,436 - $465,890
2,159 Added 17.35%
14,606 $3.15 Million
Q1 2025

Apr 17, 2025
BUY
$198.1 - $229.79 $41,799 - $48,485
211 Added 1.72%
12,447 $2.48 Million
Q4 2024

Feb 06, 2025
BUY
$216.13 - $242.4 $7,780 - $8,726
36 Added 0.3%
12,236 $2.7 Million
Q3 2024

Oct 31, 2024
BUY
$200.87 - $224.6 $411,984 - $460,654
2,051 Added 20.21%
12,200 $2.69 Million
Q2 2024

Aug 02, 2024
SELL
$192.84 - $209.44 $306,037 - $332,381
-1,587 Reduced 13.52%
10,149 $2.06 Million
Q1 2024

Apr 30, 2024
BUY
$189.48 - $210.3 $282,135 - $313,136
1,489 Added 14.53%
11,736 $2.47 Million
Q4 2023

Feb 05, 2024
BUY
$162.21 - $204.82 $157,668 - $199,085
972 Added 10.48%
10,247 $2.06 Million
Q3 2023

Oct 23, 2023
BUY
$174.36 - $198.71 $193,713 - $220,766
1,111 Added 13.61%
9,275 $1.64 Million
Q2 2023

Aug 04, 2023
BUY
$170.4 - $187.93 $42,088 - $46,418
247 Added 3.12%
8,164 $1.53 Million
Q1 2023

Apr 07, 2023
SELL
$170.25 - $198.32 $21,111 - $24,591
-124 Reduced 1.54%
7,917 $1.41 Million
Q4 2022

Feb 02, 2023
BUY
$166.81 - $188.05 $178,987 - $201,777
1,073 Added 15.4%
8,041 $1.4 Million
Q3 2022

Oct 12, 2022
BUY
$164.17 - $201.07 $25,446 - $31,165
155 Added 2.28%
6,968 $1.15 Million
Q1 2022

Apr 25, 2022
BUY
$191.52 - $225.32 $51,327 - $60,385
268 Added 4.09%
6,813 $1.4 Million
Q4 2021

Feb 11, 2022
BUY
$212.12 - $242.56 $16,333 - $18,677
77 Added 1.19%
6,545 $1.46 Million
Q3 2021

Nov 05, 2021
SELL
$211.73 - $231.39 $41,922 - $45,815
-198 Reduced 2.97%
6,468 $1.42 Million
Q2 2021

Aug 10, 2021
BUY
$211.85 - $232.89 $78,808 - $86,635
372 Added 5.91%
6,666 $1.53 Million
Q1 2021

May 10, 2021
BUY
$193.5 - $234.42 $88,623 - $107,364
458 Added 7.85%
6,294 $1.39 Million
Q4 2020

Jan 19, 2021
BUY
$152.18 - $199.14 $28,762 - $37,637
189 Added 3.35%
5,836 $1.14 Million
Q3 2020

Oct 16, 2020
SELL
$139.07 - $158.46 $31,290 - $35,653
-225 Reduced 3.83%
5,647 $846,000
Q2 2020

Aug 03, 2020
SELL
$104.62 - $153.09 $18,203 - $26,637
-174 Reduced 2.88%
5,872 $841,000
Q1 2020

Apr 10, 2020
SELL
$99.9 - $169.53 $52,647 - $89,342
-527 Reduced 8.02%
6,046 $692,000
Q4 2019

Jan 21, 2020
BUY
$146.46 - $166.68 $102,961 - $117,176
703 Added 11.98%
6,573 $1.09 Million
Q3 2019

Oct 16, 2019
BUY
$144.85 - $157.9 $39,109 - $42,633
270 Added 4.82%
5,870 $888,000
Q2 2019

Aug 09, 2019
SELL
$145.86 - $160.71 $22,900 - $25,231
-157 Reduced 2.73%
5,600 $871,000
Q1 2019

May 14, 2019
BUY
$132.25 - $158.24 $62,025 - $74,214
469 Added 8.87%
5,757 $881,000
Q4 2018

Feb 08, 2019
BUY
$125.88 - $166.33 $3,272 - $4,324
26 Added 0.49%
5,288 $708,000
Q3 2018

Nov 01, 2018
BUY
$164.2 - $173.02 $305,576 - $321,990
1,861 Added 54.72%
5,262 $887,000
Q2 2018

Aug 08, 2018
BUY
$148.13 - $169.97 $95,840 - $109,970
647 Added 23.49%
3,401 $557,000
Q1 2018

May 04, 2018
SELL
$145.44 - $159.96 $107,334 - $118,050
-738 Reduced 21.13%
2,754 $418,000
Q4 2017

Feb 09, 2018
SELL
$145.63 - $154.3 $232,279 - $246,108
-1,595 Reduced 31.35%
3,492 $532,000
Q3 2017

Nov 13, 2017
BUY
$144.61 - $148.18 $1,879 - $1,926
13 Added 0.26%
5,087 $754,000
Q2 2017

Aug 11, 2017
BUY
N/A
5,074
5,074 $715,000

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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