Powell Investment Advisors, LLC Ishares Russell 2000 ETF Transaction History

Powell Investment Advisors, LLC

  • $210 Million
  • Q4 2024

A detailed history of Powell Investment Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 5,454 shares of IWM stock, worth $1.19 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
5,454
Previous 5,448 0.11%
Holding current value
$1.19 Million
Previous $1.2 Million 0.17%
% of portfolio
0.57%
Previous 0.57%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$216.13 - $242.4 $1,296 - $1,454
6 Added 0.11%
5,454 $1.21 Million
Q3 2024

Nov 01, 2024
SELL
$200.87 - $224.6 $172,547 - $192,931
-859 Reduced 13.62%
5,448 $1.2 Million
Q2 2024

Jul 30, 2024
BUY
$192.84 - $209.44 $216,366 - $234,991
1,122 Added 21.64%
6,307 $1.28 Million
Q1 2024

Apr 15, 2024
BUY
$189.48 - $210.3 $947 - $1,051
5 Added 0.1%
5,185 $1.09 Million
Q4 2023

Jan 31, 2024
BUY
$162.21 - $204.82 $2,433 - $3,072
15 Added 0.29%
5,180 $1.04 Million
Q2 2023

Aug 02, 2023
SELL
$170.4 - $187.93 $101,217 - $111,630
-594 Reduced 10.31%
5,165 $967,000
Q1 2023

May 10, 2023
BUY
$170.25 - $198.32 $103,171 - $120,181
606 Added 11.76%
5,759 $1.03 Million
Q4 2022

Feb 14, 2023
BUY
$166.81 - $188.05 $220,189 - $248,226
1,320 Added 34.44%
5,153 $898,000
Q3 2022

Nov 14, 2022
SELL
$164.17 - $201.07 $49,250 - $60,321
-300 Reduced 7.26%
3,833 $632,000
Q2 2022

Aug 02, 2022
BUY
$163.9 - $207.91 $305,017 - $386,920
1,861 Added 81.91%
4,133 $700,000
Q1 2022

May 09, 2022
BUY
$191.52 - $225.32 $66,648 - $78,411
348 Added 18.09%
2,272 $466,000
Q4 2021

Jan 14, 2022
BUY
$212.12 - $242.56 $171,392 - $195,988
808 Added 72.4%
1,924 $428,000
Q3 2021

Oct 13, 2021
SELL
$211.73 - $231.39 $171,077 - $186,963
-808 Reduced 42.0%
1,116 $244,000
Q1 2021

Apr 14, 2021
SELL
$193.5 - $234.42 $125,194 - $151,669
-647 Reduced 25.17%
1,924 $425,000
Q4 2020

Jan 14, 2021
BUY
$152.18 - $199.14 $116,113 - $151,943
763 Added 42.2%
2,571 $504,000
Q3 2020

Oct 07, 2020
BUY
$139.07 - $158.46 $67,031 - $76,377
482 Added 36.35%
1,808 $271,000
Q2 2020

Jul 31, 2020
SELL
$104.62 - $153.09 $2,092 - $3,061
-20 Reduced 1.49%
1,326 $190,000
Q1 2020

May 12, 2020
SELL
$99.9 - $169.53 $16,283 - $27,633
-163 Reduced 10.8%
1,346 $154,000
Q4 2019

Feb 10, 2020
BUY
$146.46 - $166.68 $221,008 - $251,520
1,509 New
1,509 $250,000

Others Institutions Holding IWM

# of Institutions
2,930
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
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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