A detailed history of Trifecta Capital Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 17,405 shares of IWM stock, worth $4.13 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
17,405
Previous 17,399 0.03%
Holding current value
$4.13 Million
Previous $3.53 Billion 8.91%
% of portfolio
0.8%
Previous 0.78%

Shares

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

Oct 16, 2024

BUY
$200.87 - $224.6 $1,205 - $1,347
6 Added 0.03%
17,405 $3.84 Billion
Q2 2024

Aug 07, 2024

SELL
$192.84 - $209.44 $24,297 - $26,389
-126 Reduced 0.72%
17,399 $3.53 Billion
Q1 2024

Apr 16, 2024

SELL
$189.48 - $210.3 $38,653 - $42,901
-204 Reduced 1.15%
17,525 $3.69 Billion
Q4 2023

Jan 25, 2024

SELL
$162.21 - $204.82 $20,276 - $25,602
-125 Reduced 0.7%
17,729 $3.56 Billion
Q3 2023

Nov 01, 2023

BUY
$174.36 - $198.71 $485,592 - $553,407
2,785 Added 18.48%
17,854 $3.16 Billion
Q2 2023

Aug 14, 2023

SELL
$170.4 - $187.93 $13,632 - $15,034
-80 Reduced 0.53%
15,069 $2.82 Billion
Q1 2023

May 09, 2023

BUY
$170.25 - $198.32 $200,724 - $233,819
1,179 Added 8.44%
15,149 $2.7 Billion
Q4 2022

Jan 17, 2023

BUY
$166.81 - $188.05 $2.33 Million - $2.63 Million
13,970 New
13,970 $2.44 Billion

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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