Nicolet Advisory Services, LLC Ishares Russell 2000 ETF Transaction History

Nicolet Advisory Services, LLC

$1.25 Billion
Q3 2025

A detailed history of Nicolet Advisory Services, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 2,628 shares of IWM stock, worth $624,097. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,628

Previous 2,054 27.95%

Holding current value

$624,097

Previous $443,000 43.34%

% of portfolio

0.05%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$214.92 - $244.84 $123,364 - $140,538	574 Added 27.95%	2,628 $635,000
Q2 2025 Aug 13, 2025	BUY	$174.82 - $215.79 $47,551 - $58,694	272 Added 15.26%	2,054 $443,000
Q1 2025 May 08, 2025	BUY	$198.1 - $229.79 $149,169 - $173,031	753 Added 73.18%	1,782 $355,000
Q4 2024 Feb 12, 2025	BUY	$216.13 - $242.4 $222,397 - $249,429	1,029 New	1,029 $227,000
Q1 2021 May 03, 2021	SELL	$193.5 - $234.42 $271,867 - $329,360	-1,405 Closed	0 $0

Q4 2020 Feb 09, 2021	BUY	$152.18 - $199.14 $213,812 - $279,791	1,405 New	1,405 $275,000
Q2 2020 Aug 14, 2020	SELL	$104.62 - $153.09 $193,965 - $283,828	-1,854 Closed	0 $0
Q1 2020 Apr 21, 2020	BUY	$99.9 - $169.53 $30,069 - $51,028	301 Added 19.38%	1,854 $212,000
Q4 2019 Jan 23, 2020	BUY	$146.46 - $166.68 $227,452 - $258,854	1,553 New	1,553 $257,000

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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Nicolet Advisory Services, LLC Ishares Russell 2000 ETF Transaction History