A detailed history of Acorn Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 1,631 shares of IWM stock, worth $361,951. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,631
Previous 1,314 24.12%
Holding current value
$361,951
Previous $266,000 35.34%
% of portfolio
0.16%
Previous 0.14%

Shares

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

Nov 13, 2024

BUY
$200.87 - $224.6 $63,675 - $71,198
317 Added 24.12%
1,631 $360,000
Q2 2024

Jul 30, 2024

BUY
$192.84 - $209.44 $8,870 - $9,634
46 Added 3.63%
1,314 $266,000
Q1 2024

Apr 26, 2024

BUY
$189.48 - $210.3 $378 - $420
2 Added 0.16%
1,268 $266,000
Q4 2023

Feb 07, 2024

SELL
$162.21 - $204.82 $15,085 - $19,048
-93 Reduced 6.84%
1,266 $254,000
Q2 2023

Aug 02, 2023

BUY
$170.4 - $187.93 $340 - $375
2 Added 0.15%
1,359 $254,000
Q1 2023

May 09, 2023

BUY
$170.25 - $198.32 $340 - $396
2 Added 0.15%
1,357 $242,000
Q4 2022

Feb 10, 2023

SELL
$166.81 - $188.05 $20,684 - $23,318
-124 Reduced 8.38%
1,355 $236,000
Q3 2022

Nov 09, 2022

SELL
$164.17 - $201.07 $12,312 - $15,080
-75 Reduced 4.83%
1,479 $244,000
Q2 2022

Aug 08, 2022

BUY
$163.9 - $207.91 $4,425 - $5,613
27 Added 1.77%
1,554 $263,000
Q1 2022

May 03, 2022

SELL
$191.52 - $225.32 $3,638 - $4,281
-19 Reduced 1.23%
1,527 $313,000
Q4 2021

Feb 14, 2022

BUY
$212.12 - $242.56 $6,787 - $7,761
32 Added 2.11%
1,546 $344,000
Q3 2021

Nov 12, 2021

BUY
$211.73 - $231.39 $2,329 - $2,545
11 Added 0.73%
1,514 $331,000
Q2 2021

Aug 16, 2021

BUY
$211.85 - $232.89 $847 - $931
4 Added 0.27%
1,503 $345,000
Q1 2021

May 14, 2021

BUY
$193.5 - $234.42 $50,503 - $61,183
261 Added 21.08%
1,499 $331,000
Q4 2020

Feb 16, 2021

BUY
$152.18 - $199.14 $188,398 - $246,535
1,238 New
1,238 $243,000
Q3 2018

Nov 13, 2018

SELL
$164.2 - $173.02 $107,715 - $113,501
-656 Closed
0 $0
Q1 2018

May 14, 2018

BUY
$145.44 - $159.96 $145 - $159
1 Added 0.15%
656 $101,000
Q4 2017

Feb 14, 2018

BUY
$145.63 - $154.3 $95,387 - $101,066
655
655 $101,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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