Wellspring Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History

Wellspring Financial Advisors, LLC

  • $1.09 Trillion
  • Q3 2025

A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 4,448 shares of IWM stock, worth $1.06 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,448
Previous 4,481 0.74%
Holding current value
$1.06 Million
Previous $967 Million 11.3%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 13, 2025
SELL
$214.92 - $244.84 $7,092 - $8,079
-33 Reduced 0.74%
4,448 $1.08 Billion
Q2 2025

Aug 13, 2025
BUY
$174.82 - $215.79 $783,368 - $966,954
4,481 New
4,481 $967 Million
Q2 2021

Aug 13, 2021
SELL
$211.85 - $232.89 $438,529 - $482,082
-2,070 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$193.5 - $234.42 $400,545 - $485,249
2,070 New
2,070 $237,000
Q2 2020

Aug 14, 2020
SELL
$104.62 - $153.09 $216,563 - $316,896
-2,070 Closed
0 $0
Q1 2020

May 14, 2020
BUY
$99.9 - $169.53 $206,793 - $350,927
2,070 New
2,070 $237,000

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

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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