Bennett Associates Wealth Management Ishares Russell 2000 ETF Transaction History

Bennett Associates Wealth Management

  • $121 Billion
  • Q4 2024

A detailed history of Bennett Associates Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Bennett Associates Wealth Management holds 19,889 shares of IWM stock, worth $4.49 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares
19,889
Previous 18,680 6.47%
Holding current value
$4.49 Million
Previous $4.13 Billion 6.51%
% of portfolio
3.65%
Previous 3.38%

Shares

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

Jan 14, 2025
BUY
$216.13 - $242.4 $261,301 - $293,061
1,209 Added 6.47%
19,889 $4.39 Billion
Q3 2024

Nov 07, 2024
SELL
$200.87 - $224.6 $250,886 - $280,525
-1,249 Reduced 6.27%
18,680 $4.13 Billion
Q2 2024

Jul 16, 2024
BUY
$192.84 - $209.44 $86,585 - $94,038
449 Added 2.3%
19,929 $4.04 Billion
Q1 2024

Apr 22, 2024
SELL
$189.48 - $210.3 $1.38 Million - $1.53 Million
-7,280 Reduced 27.2%
19,480 $4.1 Billion
Q4 2023

Feb 14, 2024
BUY
$162.21 - $204.82 $4.34 Million - $5.48 Million
26,760 New
26,760 $5.37 Billion

Others Institutions Holding IWM

# of Institutions
2,801
Shares Held
312M
Call Options Held
232M
Put Options Held
521M
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 Bennett Associates Wealth Management Portfolio

Follow Bennett Associates Wealth Management 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 Bennett Associates Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bennett Associates Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email