Aegis Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025

A detailed history of Aegis Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 4,600 shares of IWM stock, worth $1.02 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
4,600
Previous 4,600 -0.0%
Holding current value
$1.02 Million
Previous $1.02 Billion 9.72%
% of portfolio
0.54%
Previous 0.69%

Shares

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

Mar 07, 2025
BUY
$216.13 - $242.4 $994,198 - $1.12 Million
4,600 New
4,600 $1.02 Billion

Others Institutions Holding IWM

# of Institutions
2,900
Shares Held
314M
Call Options Held
232M
Put Options Held
544M
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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