Steel Peak Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Steel Peak Wealth Management LLC

  • $2.41 Billion
  • Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 64,385 shares of IWM stock, worth $14.6 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
64,385
Previous 58,143 10.74%
Holding current value
$14.6 Million
Previous $12.8 Million 10.77%
% of portfolio
0.59%
Previous 0.57%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$216.13 - $242.4 $1.35 Million - $1.51 Million
6,242 Added 10.74%
64,385 $14.2 Million
Q3 2024

Oct 25, 2024
SELL
$200.87 - $224.6 $3.05 Million - $3.41 Million
-15,201 Reduced 20.73%
58,143 $12.8 Million
Q2 2024

Jul 16, 2024
BUY
$192.84 - $209.44 $1.44 Million - $1.56 Million
7,455 Added 11.31%
73,344 $14.9 Million
Q1 2024

Apr 17, 2024
BUY
$189.48 - $210.3 $397,339 - $440,999
2,097 Added 3.29%
65,889 $13.9 Million
Q4 2023

Jan 23, 2024
SELL
$162.21 - $204.82 $1.14 Million - $1.44 Million
-7,047 Reduced 9.95%
63,792 $12.8 Million
Q3 2023

Nov 02, 2023
BUY
$174.36 - $198.71 $2.79 Million - $3.18 Million
16,013 Added 29.21%
70,839 $12.5 Million
Q2 2023

Aug 02, 2023
SELL
$170.4 - $187.93 $1.23 Million - $1.36 Million
-7,227 Reduced 11.65%
54,826 $10.3 Million
Q1 2023

May 05, 2023
BUY
$170.25 - $198.32 $2.28 Million - $2.65 Million
13,383 Added 27.5%
62,053 $11.1 Million
Q4 2022

Jan 25, 2023
BUY
$166.81 - $188.05 $572,325 - $645,199
3,431 Added 7.58%
48,670 $0
Q3 2022

Oct 26, 2022
SELL
$164.17 - $201.07 $2.17 Million - $2.65 Million
-13,188 Reduced 22.57%
45,239 $7.46 Million
Q2 2022

Aug 02, 2022
BUY
$163.9 - $207.91 $764,101 - $969,276
4,662 Added 8.67%
58,427 $9.9 Million
Q1 2022

May 10, 2022
BUY
$191.52 - $225.32 $2.87 Million - $3.37 Million
14,961 Added 38.56%
53,765 $11 Million
Q4 2021

Jan 31, 2022
SELL
$212.12 - $242.56 $543,027 - $620,953
-2,560 Reduced 6.19%
38,804 $8.63 Million
Q3 2021

Nov 15, 2021
BUY
$211.73 - $231.39 $1.09 Million - $1.19 Million
5,148 Added 14.21%
41,364 $9.05 Million
Q2 2021

Aug 13, 2021
SELL
$211.85 - $232.89 $445,308 - $489,534
-2,102 Reduced 5.49%
36,216 $8.31 Million
Q1 2021

May 18, 2021
BUY
$193.5 - $234.42 $175,504 - $212,618
907 Added 2.42%
38,318 $8.47 Million
Q4 2020

Feb 04, 2021
SELL
$152.18 - $199.14 $1.02 Million - $1.33 Million
-6,688 Reduced 15.17%
37,411 $7.34 Million
Q3 2020

Oct 26, 2020
BUY
$139.07 - $158.46 $33,515 - $38,188
241 Added 0.55%
44,099 $6.61 Million
Q2 2020

Jul 21, 2020
BUY
$104.62 - $153.09 $191,349 - $280,001
1,829 Added 4.35%
43,858 $6.28 Million
Q1 2020

Apr 16, 2020
SELL
$99.9 - $169.53 $345,554 - $586,404
-3,459 Reduced 7.6%
42,029 $4.81 Million
Q4 2019

Feb 06, 2020
BUY
$146.46 - $166.68 $6.66 Million - $7.58 Million
45,488 New
45,488 $7.54 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

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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