A detailed history of Trivant Custom Portfolio Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Trivant Custom Portfolio Group, LLC holds 800 shares of IWM stock, worth $190,768. This represents 0.1% of its overall portfolio holdings.

Number of Shares
800
Previous 800 -0.0%
Holding current value
$190,768
Previous $162 Million 8.87%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jan 25, 2024

BUY
$162.21 - $204.82 $129,768 - $163,856
800 New
800 $161 Million
Q1 2023

May 19, 2023

BUY
$170.25 - $198.32 $136,200 - $158,656
800 New
800 $143 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Trivant Custom Portfolio Group, LLC Portfolio

Follow Trivant Custom Portfolio Group, 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 Trivant Custom Portfolio Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trivant Custom Portfolio Group, LLC with notifications on news.