Leo Wealth, LLC Ishares Russell 2000 ETF Transaction History

Leo Wealth, LLC

  • $1.12 Trillion
  • Q4 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Leo Wealth, LLC holds 2,964 shares of IWM stock, worth $639,275. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,964
Previous 2,320 27.76%
Holding current value
$639,275
Previous $513 Million 27.79%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Jan 27, 2025
BUY
$216.13 - $242.4 $139,187 - $156,105
644 Added 27.76%
2,964 $655 Million
Q3 2024

Oct 21, 2024
BUY
$200.87 - $224.6 $200 - $224
1 Added 0.04%
2,320 $513 Million
Q2 2024

Jul 17, 2024
SELL
$192.84 - $209.44 $13,113 - $14,241
-68 Reduced 2.85%
2,319 $470 Million
Q1 2024

May 09, 2024
BUY
$189.48 - $210.3 $2,084 - $2,313
11 Added 0.46%
2,387 $502 Million
Q4 2023

Mar 14, 2024
BUY
$162.21 - $204.82 $385,410 - $486,652
2,376 New
2,376 $477 Million

Others Institutions Holding IWM

# of Institutions
2,935
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
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 Leo Wealth, LLC Portfolio

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

News

Stay updated on Leo Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email