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

Shepherd Wealth Management LTD Liability CO

  • $150 Billion
  • Q3 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 51,848 shares of IWM stock, worth $12.3 Million. This represents 8.45% of its overall portfolio holdings.

Number of Shares
51,848
Previous 2,173 2286.01%
Holding current value
$12.3 Million
Previous $433 Million 2832.34%
% of portfolio
8.45%
Previous 0.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,022
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
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