Vest Gen Advisors, LLC Ishares Russell 2000 ETF Transaction History

Vest Gen Advisors, LLC

  • $3 Trillion
  • Q3 2025

A detailed history of Vest Gen Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 40,346 shares of IWM stock, worth $9.58 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
40,346
Previous 55,046 26.7%
Holding current value
$9.58 Million
Previous $12 Billion 18.59%
% of portfolio
0.33%
Previous 0.48%

Shares

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

Nov 14, 2025
SELL
$214.92 - $244.84 $3.16 Million - $3.6 Million
-14,700 Reduced 26.7%
40,346 $9.76 Billion
Q2 2025

Aug 13, 2025
SELL
$174.82 - $215.79 $650,155 - $802,523
-3,719 Reduced 6.33%
55,046 $12 Billion
Q1 2025

May 13, 2025
BUY
$198.1 - $229.79 $11.6 Million - $13.5 Million
58,765 New
58,765 $11.7 Billion

Others Institutions Holding IWM

# of Institutions
3,025
Shares Held
284M
Call Options Held
216M
Put Options Held
517M
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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