A detailed history of Bos Asset Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Bos Asset Management, LLC holds 1,567 shares of IWM stock, worth $370,360. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,567
Previous 1,507 3.98%
Holding current value
$370,360
Previous $306 Million 13.21%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Oct 16, 2024

BUY
$200.87 - $224.6 $12,052 - $13,476
60 Added 3.98%
1,567 $346 Million
Q2 2024

Jul 30, 2024

SELL
$192.84 - $209.44 $50,331 - $54,663
-261 Reduced 14.76%
1,507 $306 Million
Q1 2024

May 07, 2024

BUY
$189.48 - $210.3 $45,854 - $50,892
242 Added 15.86%
1,768 $372 Million
Q2 2023

Aug 14, 2023

BUY
$170.4 - $187.93 $60,321 - $66,527
354 Added 30.2%
1,526 $286 Million
Q1 2023

May 15, 2023

BUY
$170.25 - $198.32 $2,894 - $3,371
17 Added 1.47%
1,172 $209 Million
Q4 2022

Feb 14, 2023

BUY
$166.81 - $188.05 $192,665 - $217,197
1,155 New
1,155 $201 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Bos Asset Management, LLC Portfolio

Follow Bos Asset Management, 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 Bos Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bos Asset Management, LLC with notifications on news.