Sterling Investment Advisors, Ltd. Ishares Russell 2000 ETF Transaction History

Sterling Investment Advisors, Ltd.

  • $457 Million
  • Q3 2025

A detailed history of Sterling Investment Advisors, Ltd. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 916 shares of IWM stock, worth $217,531. This represents 0.05% of its overall portfolio holdings.

Number of Shares
916
Holding current value
$217,531
% of portfolio
0.05%

Shares

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

Oct 28, 2025
BUY
$214.92 - $244.84 $196,866 - $224,273
916 New
916 $221,000
Q3 2024

Oct 24, 2024
BUY
$200.87 - $224.6 $188,014 - $210,225
936 New
936 $206,000
Q1 2022

May 03, 2022
SELL
$191.52 - $225.32 $11,491 - $13,519
-60 Reduced 12.1%
436 $95,000
Q3 2021

Nov 09, 2021
SELL
$211.73 - $231.39 $25,407 - $27,766
-120 Reduced 19.48%
496 $113,000
Q3 2018

Nov 09, 2018
BUY
$164.2 - $173.02 $3,776 - $3,979
23 Added 3.88%
616 $102,000
Q3 2017

Nov 03, 2017
BUY
$144.61 - $148.18 $27,765 - $28,450
192 Added 47.88%
593 $86,000
Q2 2017

Aug 09, 2017
BUY
N/A
401
401 $57,000

Others Institutions Holding IWM

# of Institutions
3,046
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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