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 $628,800. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,786
Previous 2,781 0.18%
Holding current value
$628,800
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
2,827
Shares Held
307M
Call Options Held
230M
Put Options Held
527M
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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