Integris Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Integris Wealth Management, LLC

  • $358 Billion
  • Q3 2024

A detailed history of Integris Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Integris Wealth Management, LLC holds 2,100 shares of IWM stock, worth $500,052. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,100
Previous 2,100 -0.0%
Holding current value
$500,052
Previous $426 Million 8.87%
% of portfolio
0.13%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
SELL
$174.36 - $198.71 $2,266 - $2,583
-13 Reduced 0.62%
2,100 $371 Million
Q2 2023

Jul 13, 2023
BUY
$170.4 - $187.93 $2,215 - $2,443
13 Added 0.62%
2,113 $396 Million
Q4 2022

Feb 07, 2023
BUY
$166.81 - $188.05 $350,301 - $394,905
2,100 New
2,100 $366 Million

Others Institutions Holding IWM

# of Institutions
2,606
Shares Held
300M
Call Options Held
230M
Put Options Held
366M
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 Integris Wealth Management, LLC Portfolio

Follow Integris 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 Integris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email