A detailed history of Schechter Investment Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 8,865 shares of IWM stock, worth $1.99 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,865
Previous 8,971 1.18%
Holding current value
$1.99 Million
Previous $1.89 Million 4.67%
% of portfolio
0.18%
Previous 0.18%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$192.84 - $209.44 $20,441 - $22,200
-106 Reduced 1.18%
8,865 $1.8 Million
Q4 2023

Jan 17, 2024

BUY
$162.21 - $204.82 $38,119 - $48,132
235 Added 2.69%
8,971 $1.8 Million
Q3 2023

Nov 06, 2023

BUY
$174.36 - $198.71 $69,744 - $79,484
400 Added 4.8%
8,736 $1.54 Million
Q1 2023

Apr 28, 2023

BUY
$170.25 - $198.32 $1,021 - $1,189
6 Added 0.07%
8,336 $1.49 Million
Q4 2022

Feb 13, 2023

SELL
$166.81 - $188.05 $84,739 - $95,529
-508 Reduced 5.75%
8,330 $1.45 Million
Q3 2022

Nov 04, 2022

SELL
$164.17 - $201.07 $90,786 - $111,191
-553 Reduced 5.89%
8,838 $1.46 Million
Q2 2022

Nov 03, 2022

BUY
$163.9 - $207.91 $1.54 Million - $1.95 Million
9,391 New
9,391 $1.59 Million
Q1 2022

Nov 18, 2022

BUY
$191.52 - $225.32 $67,415 - $79,312
352 Added 3.98%
9,190 $1.89 Million
Q4 2021

Dec 27, 2022

BUY
$212.12 - $242.56 $526,693 - $602,276
2,483 Added 28.09%
11,321 $2.52 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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