Principle Wealth Partners LLC Ishares Russell 2000 ETF Transaction History

Principle Wealth Partners LLC

$1.56 Billion
Q3 2025

A detailed history of Principle Wealth Partners LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Principle Wealth Partners LLC holds 2,466 shares of IWM stock, worth $585,625. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,466

Previous 2,466 -0.0%

Holding current value

$585,625

Previous $532,000 12.03%

% of portfolio

0.04%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$174.82 - $215.79 $23,950 - $29,563	137 Added 5.88%	2,466 $532,000
Q3 2024 Nov 13, 2024	BUY	$200.87 - $224.6 $227,987 - $254,921	1,135 Added 95.06%	2,329 $514,000
Q4 2023 Feb 05, 2024	SELL	$162.21 - $204.82 $75,265 - $95,036	-464 Reduced 27.99%	1,194 $239,000
Q3 2023 Nov 01, 2023	SELL	$174.36 - $198.71 $871 - $993	-5 Reduced 0.3%	1,658 $293,000
Q2 2023 Jul 31, 2023	BUY	$170.4 - $187.93 $852 - $939	5 Added 0.3%	1,663 $311,000

Q1 2023 May 10, 2023	SELL	$170.25 - $198.32 $23,324 - $27,169	-137 Reduced 7.63%	1,658 $295,000
Q4 2022 Feb 02, 2023	SELL	$166.81 - $188.05 $22,185 - $25,010	-133 Reduced 6.9%	1,795 $312,000
Q3 2022 Nov 14, 2022	BUY	$164.17 - $201.07 $21,834 - $26,742	133 Added 7.41%	1,928 $318,000
Q1 2022 May 12, 2022	SELL	$191.52 - $225.32 $52,668 - $61,963	-275 Reduced 13.29%	1,795 $368,000
Q4 2021 Feb 11, 2022	BUY	$212.12 - $242.56 $4,666 - $5,336	22 Added 1.07%	2,070 $460,000
Q2 2021 Aug 13, 2021	BUY	$211.85 - $232.89 $18,007 - $19,795	85 Added 4.33%	2,048 $470,000
Q1 2021 May 18, 2021	BUY	$193.5 - $234.42 $379,840 - $460,166	1,963 New	1,963 $434,000
Q3 2020 Nov 16, 2020	SELL	$139.07 - $158.46 $34,072 - $38,822	-245 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$104.62 - $153.09 $25,631 - $37,507	245 New	245 $35,000

Others Institutions Holding IWM

# of Institutions

3,033

Shares Held

284M

Call Options Held

196M

Put Options Held

484M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Principle Wealth Partners LLC Ishares Russell 2000 ETF Transaction History