Surience Private Wealth LLC Ishares Russell 2000 ETF Transaction History

Surience Private Wealth LLC

  • $76.2 Million
  • Q4 2024

A detailed history of Surience Private Wealth LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Surience Private Wealth LLC holds 19,427 shares of IWM stock, worth $4.38 Million. This represents 5.63% of its overall portfolio holdings.

Number of Shares
19,427
Previous 50,354 61.42%
Holding current value
$4.38 Million
Previous $11.1 Million 61.41%
% of portfolio
5.63%
Previous 11.43%

Shares

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

Jan 14, 2025
SELL
$216.13 - $242.4 $6.68 Million - $7.5 Million
-30,927 Reduced 61.42%
19,427 $4.29 Million
Q3 2024

Oct 21, 2024
BUY
$200.87 - $224.6 $4.87 Million - $5.44 Million
24,222 Added 92.69%
50,354 $11.1 Million
Q2 2024

Aug 09, 2024
SELL
$192.84 - $209.44 $3.86 Million - $4.19 Million
-19,998 Reduced 43.35%
26,132 $5.3 Million
Q1 2024

May 13, 2024
BUY
$189.48 - $210.3 $3.12 Million - $3.46 Million
16,469 Added 55.52%
46,130 $9.7 Million
Q4 2023

Feb 14, 2024
BUY
$162.21 - $204.82 $4.81 Million - $6.08 Million
29,661 New
29,661 $5.95 Million
Q2 2023

Aug 07, 2023
BUY
$170.4 - $187.93 $140,580 - $155,042
825 Added 31.98%
3,405 $637,000
Q1 2023

May 04, 2023
SELL
$170.25 - $198.32 $7.12 Million - $8.29 Million
-41,817 Reduced 94.19%
2,580 $460,000
Q4 2022

Feb 14, 2023
BUY
$166.81 - $188.05 $6.98 Million - $7.86 Million
41,817 Added 1620.81%
44,397 $7.74 Million
Q2 2022

Jul 26, 2022
SELL
$163.9 - $207.91 $4.06 Million - $5.15 Million
-24,789 Reduced 90.57%
2,580 $437,000
Q1 2022

Apr 20, 2022
BUY
$191.52 - $225.32 $4.96 Million - $5.84 Million
25,915 Added 1782.32%
27,369 $5.62 Million
Q4 2021

Jan 25, 2022
BUY
$212.12 - $242.56 $308,422 - $352,682
1,454 New
1,454 $323,000

Others Institutions Holding IWM

# of Institutions
2,827
Shares Held
307M
Call Options Held
230M
Put Options Held
527M
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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