Oakwell Private Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Oakwell Private Wealth Management, LLC

$357 Million
Q4 2024

A detailed history of Oakwell Private Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 9,553 shares of IWM stock, worth $2.16 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

9,553

Previous 9,661 1.12%

Holding current value

$2.16 Million

Previous $2.13 Million 1.12%

% of portfolio

0.59%

Previous 0.61%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$216.13 - $242.4 $23,342 - $26,179	-108 Reduced 1.12%	9,553 $2.11 Million
Q3 2024 Nov 04, 2024	SELL	$200.87 - $224.6 $17,073 - $19,091	-85 Reduced 0.87%	9,661 $2.13 Million
Q3 2022 Oct 27, 2022	SELL	$164.17 - $201.07 $328 - $402	-2 Reduced 0.02%	9,746 $1.61 Million
Q2 2022 Aug 03, 2022	SELL	$163.9 - $207.91 $177,667 - $225,374	-1,084 Reduced 10.01%	9,748 $1.65 Million
Q1 2022 May 03, 2022	SELL	$191.52 - $225.32 $49,412 - $58,132	-258 Reduced 2.33%	10,832 $2.22 Million
Q4 2021 Jan 21, 2022	BUY	$212.12 - $242.56 $1,060 - $1,212	5 Added 0.05%	11,090 $2.47 Million
Q3 2021 Oct 14, 2021	SELL	$211.73 - $231.39 $464,747 - $507,901	-2,195 Reduced 16.53%	11,085 $2.43 Million
Q2 2021 Jul 29, 2021	BUY	$211.85 - $232.89 $45,759 - $50,304	216 Added 1.65%	13,280 $3.05 Million
Q1 2021 Apr 21, 2021	BUY	$193.5 - $234.42 $82,431 - $99,862	426 Added 3.37%	13,064 $2.89 Million
Q4 2020 Feb 10, 2021	BUY	$152.18 - $199.14 $1.92 Million - $2.52 Million	12,638 New	12,638 $2.48 Million

Others Institutions Holding IWM

# of Institutions

2,827

Shares Held

307M

Call Options Held

230M

Put Options Held

527M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Oakwell Private Wealth Management, LLC Ishares Russell 2000 ETF Transaction History