A detailed history of Milestone Asset Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Milestone Asset Management, LLC holds 1,014 shares of IWM stock, worth $225,026. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,014
Previous 1,136 10.74%
Holding current value
$225,026
Previous $230 Million 2.75%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 25, 2024

SELL
$200.87 - $224.6 $24,506 - $27,401
-122 Reduced 10.74%
1,014 $224 Million
Q2 2024

Jul 19, 2024

BUY
$192.84 - $209.44 $2,892 - $3,141
15 Added 1.34%
1,136 $230 Million
Q1 2024

Apr 23, 2024

SELL
$189.48 - $210.3 $19,516 - $21,660
-103 Reduced 8.42%
1,121 $236 Million
Q4 2023

Jan 23, 2024

BUY
$162.21 - $204.82 $198,545 - $250,699
1,224 New
1,224 $246 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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