Shepherd Wealth Management LTD Liability CO Ishares Russell 2000 ETF Transaction History

Shepherd Wealth Management LTD Liability CO

  • $144 Billion
  • Q4 2025

A detailed history of Shepherd Wealth Management LTD Liability CO transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Shepherd Wealth Management LTD Liability CO holds 23,910 shares of IWM stock, worth $5.68 Million. This represents 4.42% of its overall portfolio holdings.

Number of Shares
23,910
Previous 51,848 53.88%
Holding current value
$5.68 Million
Previous $12.7 Billion 50.01%
% of portfolio
4.42%
Previous 8.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
$236.79 - $250.33 $6.62 Million - $6.99 Million
-27,938 Reduced 53.88%
23,910 $6.35 Billion
Q3 2025

Nov 05, 2025
BUY
$214.92 - $244.84 $10.7 Million - $12.2 Million
49,675 Added 2286.01%
51,848 $12.7 Billion
Q1 2025

May 12, 2025
SELL
$198.1 - $229.79 $24.5 Million - $28.4 Million
-123,509 Reduced 98.27%
2,173 $433 Million
Q4 2024

Feb 07, 2025
BUY
$216.13 - $242.4 $27.2 Million - $30.5 Million
125,682 New
125,682 $27.8 Billion

Others Institutions Holding IWM

# of Institutions
3,048
Shares Held
284M
Call Options Held
196M
Put Options Held
483M
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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