Vital Stone Financial, LLC Ishares Russell 2000 ETF Transaction History

Vital Stone Financial, LLC

  • $141 Million
  • Q3 2024

A detailed history of Vital Stone Financial, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Vital Stone Financial, LLC holds 217 shares of IWM stock, worth $49,617. This represents 0.03% of its overall portfolio holdings.

Number of Shares
217
Previous 214 1.4%
Holding current value
$49,617
Previous $43,000 9.3%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 11, 2024
BUY
$200.87 - $224.6 $602 - $673
3 Added 1.4%
217 $47,000
Q2 2024

Aug 07, 2024
BUY
$192.84 - $209.44 $1,157 - $1,256
6 Added 2.88%
214 $43,000
Q1 2024

May 06, 2024
BUY
$189.48 - $210.3 $5,684 - $6,309
30 Added 16.85%
208 $44,000
Q4 2023

Feb 14, 2024
BUY
$162.21 - $204.82 $15,734 - $19,867
97 Added 119.75%
178 $36,000
Q3 2023

Nov 15, 2023
SELL
$174.36 - $198.71 $24,933 - $28,415
-143 Reduced 63.84%
81 $14,000
Q2 2023

Aug 21, 2023
BUY
$170.4 - $187.93 $38,169 - $42,096
224 New
224 $39,000
Q4 2022

Jan 30, 2023
BUY
$166.81 - $188.05 $7,006 - $7,898
42 New
42 $7 Million

Others Institutions Holding IWM

# of Institutions
2,790
Shares Held
311M
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
Track This Portfolio

Track Vital Stone Financial, LLC Portfolio

Follow Vital Stone Financial, 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 Vital Stone Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vital Stone Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email