Regent Peak Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History

Regent Peak Wealth Advisors LLC

  • $509 Million
  • Q3 2025

A detailed history of Regent Peak Wealth Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 7,861 shares of IWM stock, worth $1.87 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
7,861
Previous 7,737 1.6%
Holding current value
$1.87 Million
Previous $1.55 Million 22.71%
% of portfolio
0.37%
Previous 0.36%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$214.92 - $244.84 $26,650 - $30,360
124 Added 1.6%
7,861 $1.9 Million
Q1 2025

Apr 14, 2025
SELL
$198.1 - $229.79 $476,826 - $553,104
-2,407 Reduced 23.73%
7,737 $1.55 Million
Q4 2024

Jan 07, 2025
SELL
$216.13 - $242.4 $84,290 - $94,536
-390 Reduced 3.7%
10,144 $2.24 Million
Q3 2024

Oct 16, 2024
BUY
$200.87 - $224.6 $87,981 - $98,374
438 Added 4.34%
10,534 $2.33 Million
Q2 2024

Aug 14, 2024
SELL
$192.84 - $209.44 $1.8 Million - $1.95 Million
-9,317 Reduced 47.99%
10,096 $2.05 Million
Q1 2024

May 01, 2024
SELL
$189.48 - $210.3 $32,211 - $35,751
-170 Reduced 0.87%
19,413 $4.08 Million
Q4 2023

Jan 23, 2024
SELL
$162.21 - $204.82 $19,302 - $24,373
-119 Reduced 0.6%
19,583 $3.93 Million
Q3 2023

Nov 03, 2023
SELL
$174.36 - $198.71 $47,774 - $54,446
-274 Reduced 1.37%
19,702 $3.48 Million
Q2 2023

Jul 19, 2023
SELL
$170.4 - $187.93 $259,008 - $285,653
-1,520 Reduced 7.07%
19,976 $3.74 Million
Q1 2023

Apr 24, 2023
SELL
$170.25 - $198.32 $177,741 - $207,046
-1,044 Reduced 4.63%
21,496 $3.83 Million
Q4 2022

Feb 08, 2023
BUY
$166.81 - $188.05 $40,201 - $45,320
241 Added 1.08%
22,540 $3.93 Million
Q3 2022

Nov 14, 2022
SELL
$164.17 - $201.07 $51,713 - $63,337
-315 Reduced 1.39%
22,299 $3.68 Million
Q2 2022

Aug 11, 2022
BUY
$163.9 - $207.91 $3.34 Million - $4.23 Million
20,357 Added 901.95%
22,614 $3.83 Million
Q3 2021

Nov 08, 2021
BUY
$211.73 - $231.39 $69,023 - $75,433
326 Added 16.88%
2,257 $494,000
Q1 2021

Apr 28, 2021
BUY
$193.5 - $234.42 $16,254 - $19,691
84 Added 4.55%
1,931 $426,000
Q2 2020

Aug 05, 2020
BUY
$104.62 - $153.09 $7,846 - $11,481
75 Added 4.23%
1,847 $264,000
Q1 2020

Apr 27, 2020
BUY
$99.9 - $169.53 $1,198 - $2,034
12 Added 0.68%
1,772 $202,000
Q4 2019

Feb 14, 2020
BUY
$146.46 - $166.68 $257,769 - $293,356
1,760 New
1,760 $291,000

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

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Regent Peak Wealth Advisors LLC Portfolio

Follow Regent Peak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regent Peak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email