Ownership history in Geller Advisors LLC · 77 quarters on record
This page tracks every 13F SEC filing in which Geller Advisors LLC reported a position in ISHARES TR RUSSELL 2000 (IWM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 216,800 | +1,046 | +0.5% | 3.15% | $47.9M | $218.11 |
| 2024 Q3 | ADDED | 215,754 | +447 | +0.2% | 3.29% | $47.7M | $217.40 |
| 2024 Q2 | REDUCED | 215,307 | -1,688 | -0.8% | 3.24% | $43.7M | $199.01 |
| 2024 Q1 | REDUCED | 216,995 | -9,669 | -4.3% | 3.70% | $45.6M | $205.70 |
| 2023 Q4 | ADDED | 226,664 | +22,240 | +10.9% | 4.43% | $45.5M | $195.82 |
| 2023 Q3 | REDUCED | 204,424 | -1,070 | -0.5% | 4.22% | $36.3M | $171.81 |
| 2023 Q2 | ADDED | 205,494 | +3 | +0.0% | 4.80% | $38.5M | $181.19 |
| 2023 Q1 | REDUCED | 205,491 | -23,373 | -10.2% | 5.41% | $36.7M | $172.13 |
| 2022 Q4 | ADDED | 228,864 | +89,833 | +64.6% | 6.75% | $39.9M | $167.62 |
| 2022 Q3 | ADDED | 139,031 | +9,962 | +7.7% | 4.98% | $22.9M | $157.81 |
As of 2025 Q4 — sorted by position size