Stephenson & Company, Inc. Ishares Russell 2000 ETF Transaction History

Stephenson & Company, Inc.

  • $148 Billion
  • Q3 2024

A detailed history of Stephenson & Company, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Stephenson & Company, Inc. holds 5,376 shares of IWM stock, worth $1.19 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
5,376
Previous 5,596 3.93%
Holding current value
$1.19 Million
Previous $1.14 Billion 4.59%
% of portfolio
0.8%
Previous 0.84%

Shares

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

Oct 25, 2024
SELL
$200.87 - $224.6 $44,191 - $49,412
-220 Reduced 3.93%
5,376 $1.19 Billion
Q2 2024

Aug 06, 2024
SELL
$192.84 - $209.44 $5,013 - $5,445
-26 Reduced 0.46%
5,596 $1.14 Billion
Q1 2024

Apr 30, 2024
BUY
$189.48 - $210.3 $44,148 - $48,999
233 Added 4.32%
5,622 $1.18 Billion
Q4 2023

Jan 31, 2024
BUY
$162.21 - $204.82 $874,149 - $1.1 Million
5,389 New
5,389 $1.08 Billion

Others Institutions Holding IWM

# of Institutions
2,663
Shares Held
308M
Call Options Held
232M
Put Options Held
524M
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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