A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 1,521 shares of IWM stock, worth $366,424. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,521
Previous 1,516 0.33%
Holding current value
$366,424
Previous $307,000 9.12%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$200.87 - $224.6 $1,004 - $1,123
5 Added 0.33%
1,521 $335,000
Q2 2024

Jul 08, 2024

BUY
$192.84 - $209.44 $2,699 - $2,932
14 Added 0.93%
1,516 $307,000
Q1 2024

Apr 05, 2024

BUY
$189.48 - $210.3 $284,598 - $315,870
1,502 New
1,502 $315,000
Q2 2022

Jul 01, 2022

SELL
$163.9 - $207.91 $438,104 - $555,743
-2,673 Closed
0 $0
Q1 2022

Apr 12, 2022

BUY
$191.52 - $225.32 $511,932 - $602,280
2,673 New
2,673 $549,000
Q4 2021

Jan 31, 2022

SELL
$212.12 - $242.56 $216,786 - $247,896
-1,022 Closed
0 $0
Q3 2021

Oct 28, 2021

BUY
$211.73 - $231.39 $12,703 - $13,883
60 Added 6.24%
1,022 $224,000
Q2 2021

Aug 12, 2021

BUY
$211.85 - $232.89 $203,799 - $224,040
962 New
962 $221,000
Q1 2020

Apr 21, 2020

SELL
$99.9 - $169.53 $136,962 - $232,425
-1,371 Closed
0 $0
Q4 2019

Feb 21, 2020

BUY
$146.46 - $166.68 $200,796 - $228,518
1,371 New
1,371 $227,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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