1858 Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

1858 Wealth Management, LLC

  • $126 Billion
  • Q4 2024

A detailed history of 1858 Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, 1858 Wealth Management, LLC holds 5,431 shares of IWM stock, worth $1.23 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
5,431
Previous 4,111 32.11%
Holding current value
$1.23 Million
Previous $908 Million 32.15%
% of portfolio
0.95%
Previous 0.75%

Shares

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

Jan 27, 2025
BUY
$216.13 - $242.4 $285,291 - $319,968
1,320 Added 32.11%
5,431 $1.2 Billion
Q3 2024

Oct 21, 2024
BUY
$200.87 - $224.6 $825,776 - $923,330
4,111 New
4,111 $908 Million

Others Institutions Holding IWM

# of Institutions
2,772
Shares Held
308M
Call Options Held
232M
Put Options Held
522M
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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