Vision Point Advisory Group, LLC Ishares Russell 2000 ETF Transaction History

Vision Point Advisory Group, LLC

$473 Million
Q3 2025

A detailed history of Vision Point Advisory Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 3,201 shares of IWM stock, worth $760,173. This represents 0.16% of its overall portfolio holdings.

Number of Shares

3,201

Previous 3,201 -0.0%

Holding current value

$760,173

Previous $690,000 12.17%

% of portfolio

0.16%

Previous 0.16%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$174.82 - $215.79 $559,598 - $690,743	3,201 New	3,201 $690,000
Q2 2024 Aug 01, 2024	SELL	$192.84 - $209.44 $1,928 - $2,094	-10 Reduced 25.0%	30 $6,000
Q1 2024 May 10, 2024	SELL	$189.48 - $210.3 $2,842 - $3,154	-15 Reduced 27.27%	40 $8,000
Q4 2023 Feb 07, 2024	SELL	$162.21 - $204.82 $12,976 - $16,385	-80 Reduced 59.26%	55 $11,000
Q3 2023 Dec 06, 2023	BUY	$174.36 - $198.71 $6,974 - $7,948	40 Added 42.11%	135 $23,000

Q2 2023 Aug 21, 2023	BUY	$170.4 - $187.93 $16,188 - $17,853	95 New	95 $17,000
Q2 2020 Aug 14, 2020	SELL	$104.62 - $153.09 $812,792 - $1.19 Million	-7,769 Closed	0 $0
Q1 2020 May 15, 2020	SELL	$99.9 - $169.53 $16,183 - $27,463	-162 Reduced 2.04%	7,769 $889,000
Q3 2019 Nov 14, 2019	BUY	$144.85 - $157.9 $14,919 - $16,263	103 Added 1.32%	7,931 $1.18 Million
Q2 2019 Aug 14, 2019	BUY	$145.86 - $160.71 $2,771 - $3,053	19 Added 0.24%	7,828 $1.22 Million
Q1 2019 May 10, 2019	BUY	$132.25 - $158.24 $1.03 Million - $1.24 Million	7,809 New	7,809 $1.2 Million

Others Institutions Holding IWM

# of Institutions

3,021

Shares Held

284M

Call Options Held

197M

Put Options Held

484M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Vision Point Advisory Group, LLC Ishares Russell 2000 ETF Transaction History