Forza Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Forza Wealth Management, LLC

  • $219 Billion
  • Q4 2024

A detailed history of Forza Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Forza Wealth Management, LLC holds 2,732 shares of IWM stock, worth $588,500. This represents 0.28% of its overall portfolio holdings.

Number of Shares
2,732
Previous 2,732 -0.0%
Holding current value
$588,500
Previous $603 Million 0.03%
% of portfolio
0.28%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 24, 2024
BUY
$162.21 - $204.82 $233,582 - $294,940
1,440 Added 111.46%
2,732 $548 Million
Q2 2023

Jul 25, 2023
BUY
$170.4 - $187.93 $4,600 - $5,074
27 Added 2.13%
1,292 $242 Million
Q1 2023

May 03, 2023
BUY
$170.25 - $198.32 $215,366 - $250,874
1,265 New
1,265 $226 Million

Others Institutions Holding IWM

# of Institutions
2,933
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
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