Dynasty Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 2,786 shares of IWM stock, worth $629,552. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,786
Previous 2,781 0.18%
Holding current value
$629,552
Previous $614 Million 0.21%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$216.13 - $242.4 $1,080 - $1,212
5 Added 0.18%
2,786 $616 Million
Q3 2024

Nov 12, 2024
BUY
$200.87 - $224.6 $1,205 - $1,347
6 Added 0.22%
2,781 $614 Million
Q2 2024

Aug 12, 2024
SELL
$192.84 - $209.44 $18,898 - $20,525
-98 Reduced 3.41%
2,775 $563 Million
Q1 2024

May 15, 2024
BUY
$189.48 - $210.3 $544,376 - $604,191
2,873 New
2,873 $604 Million

Others Institutions Holding IWM

# of Institutions
2,910
Shares Held
310M
Call Options Held
204M
Put Options Held
488M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email