Redmont Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History

Redmont Wealth Advisors LLC

$56.1 Million
Q4 2024

A detailed history of Redmont Wealth Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Redmont Wealth Advisors LLC holds 2,100 shares of IWM stock, worth $475,608. This represents 0.83% of its overall portfolio holdings.

Number of Shares

2,100

Previous 2,088 0.57%

Holding current value

$475,608

Previous $461,000 0.65%

% of portfolio

0.83%

Previous 0.74%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$216.13 - $242.4 $2,593 - $2,908	12 Added 0.57%	2,100 $464,000
Q3 2024 Oct 16, 2024	BUY	$200.87 - $224.6 $13,458 - $15,048	67 Added 3.32%	2,088 $461,000
Q2 2024 Jul 10, 2024	BUY	$192.84 - $209.44 $37,989 - $41,259	197 Added 10.8%	2,021 $410,000
Q1 2024 Apr 19, 2024	SELL	$189.48 - $210.3 $238,555 - $264,767	-1,259 Reduced 40.84%	1,824 $383,000
Q4 2023 Jan 31, 2024	BUY	$162.21 - $204.82 $500,093 - $631,460	3,083 New	3,083 $618,000
Q4 2022 Feb 14, 2023	SELL	$166.81 - $188.05 $506,101 - $570,543	-3,034 Reduced 16.27%	15,610 $2.72 Million
Q3 2022 Nov 14, 2022	SELL	$164.17 - $201.07 $804,432 - $985,243	-4,900 Reduced 20.81%	18,644 $3.08 Million
Q2 2022 Aug 15, 2022	SELL	$163.9 - $207.91 $3,114 - $3,950	-19 Reduced 0.08%	23,544 $3.99 Million
Q1 2022 May 16, 2022	SELL	$191.52 - $225.32 $187,881 - $221,038	-981 Reduced 4.0%	23,563 $4.84 Million
Q4 2021 Feb 14, 2022	BUY	$212.12 - $242.56 $5.21 Million - $5.95 Million	24,544 New	24,544 $5.46 Million

Others Institutions Holding IWM

# of Institutions

2,761

Shares Held

308M

Call Options Held

232M

Put Options Held

522M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Redmont Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History