Elevate Wealth Advisory, Inc Ishares Russell 2000 ETF Transaction History

Elevate Wealth Advisory, Inc

  • $133 Billion
  • Q4 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 377 shares of IWM stock, worth $85,190. This represents 0.06% of its overall portfolio holdings.

Number of Shares
377
Previous 376 0.27%
Holding current value
$85,190
Previous $83 Million 0.34%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$216.13 - $242.4 $216 - $242
1 Added 0.27%
377 $83.3 Million
Q3 2024

Nov 13, 2024
BUY
$200.87 - $224.6 $200 - $224
1 Added 0.27%
376 $83 Million
Q2 2024

Aug 12, 2024
BUY
$192.84 - $209.44 $192 - $209
1 Added 0.27%
375 $76 Million
Q1 2024

May 02, 2024
BUY
$189.48 - $210.3 $189 - $210
1 Added 0.27%
374 $78.6 Million
Q4 2023

Feb 14, 2024
BUY
$162.21 - $204.82 $60,504 - $76,397
373 New
373 $74.8 Million

Others Institutions Holding IWM

# of Institutions
2,910
Shares Held
310M
Call Options Held
204M
Put Options Held
488M
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 Elevate Wealth Advisory, Inc Portfolio

Follow Elevate Wealth Advisory, Inc 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 Elevate Wealth Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Wealth Advisory, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email