Triad Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 1,937 shares of IWM stock, worth $459,998. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,937
Previous 1,507 28.53%
Holding current value
$459,998
Previous $325 Million 44.13%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 30, 2025
BUY
$214.92 - $244.84 $92,415 - $105,281
430 Added 28.53%
1,937 $469 Million
Q2 2025

Jul 21, 2025
BUY
$174.82 - $215.79 $263,453 - $325,195
1,507 New
1,507 $325 Million
Q2 2024

Jul 18, 2024
BUY
$192.84 - $209.44 $41,267 - $44,820
214 New
214 $43.4 Million

Others Institutions Holding IWM

# of Institutions
3,027
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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