Walkner Condon Financial Advisors LLC Ishares Russell 2000 ETF Transaction History

Walkner Condon Financial Advisors LLC

  • $612 Million
  • Q3 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 15,435 shares of IWM stock, worth $3.67 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
15,435
Previous 15,221 1.41%
Holding current value
$3.67 Million
Previous $3.28 Million 13.7%
% of portfolio
0.61%
Previous 0.62%

Shares

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

Oct 28, 2025
BUY
$214.92 - $244.84 $45,992 - $52,395
214 Added 1.41%
15,435 $3.73 Million
Q2 2025

Aug 06, 2025
SELL
$174.82 - $215.79 $10,838 - $13,378
-62 Reduced 0.41%
15,221 $3.28 Million
Q1 2025

Apr 22, 2025
BUY
$198.1 - $229.79 $46,355 - $53,770
234 Added 1.55%
15,283 $3.05 Million
Q4 2024

Jan 29, 2025
BUY
$216.13 - $242.4 $9,725 - $10,908
45 Added 0.3%
15,049 $3.33 Million
Q3 2024

Oct 31, 2024
SELL
$200.87 - $224.6 $39,973 - $44,695
-199 Reduced 1.31%
15,004 $3.31 Million
Q2 2024

Jul 26, 2024
BUY
$192.84 - $209.44 $258,598 - $280,859
1,341 Added 9.67%
15,203 $3.08 Million
Q4 2023

Jan 23, 2024
BUY
$162.21 - $204.82 $11,679 - $14,747
72 Added 0.52%
13,862 $2.78 Million
Q4 2022

Jan 25, 2023
BUY
$166.81 - $188.05 $431,203 - $486,109
2,585 Added 23.07%
13,790 $0
Q3 2022

Oct 28, 2022
SELL
$164.17 - $201.07 $2,626 - $3,217
-16 Reduced 0.14%
11,205 $1.85 Million
Q2 2022

Aug 04, 2022
SELL
$163.9 - $207.91 $13,439 - $17,048
-82 Reduced 0.73%
11,221 $1.9 Million
Q1 2022

May 03, 2022
BUY
$191.52 - $225.32 $2.16 Million - $2.55 Million
11,303 New
11,303 $2.32 Billion

Others Institutions Holding IWM

# of Institutions
3,023
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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