Alley Investment Management Company, LLC Ishares Russell 2000 ETF Transaction History

Alley Investment Management Company, LLC

  • $789 Million
  • Q3 2024

A detailed history of Alley Investment Management Company, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Alley Investment Management Company, LLC holds 12,199 shares of IWM stock, worth $2.91 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
12,199
Previous 9,386 29.97%
Holding current value
$2.91 Million
Previous $1.9 Million 41.49%
% of portfolio
0.34%
Previous 0.26%

Shares

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

Nov 13, 2024
BUY
$200.87 - $224.6 $565,047 - $631,799
2,813 Added 29.97%
12,199 $2.69 Million
Q1 2024

May 10, 2024
SELL
$189.48 - $210.3 $15,158 - $16,824
-80 Reduced 0.85%
9,386 $1.97 Million
Q4 2023

Feb 12, 2024
BUY
$162.21 - $204.82 $370,649 - $468,013
2,285 Added 31.82%
9,466 $1.9 Million
Q3 2023

Oct 27, 2023
BUY
$174.36 - $198.71 $26,154 - $29,806
150 Added 2.13%
7,181 $1.27 Million
Q1 2023

May 12, 2023
BUY
$170.25 - $198.32 $102,150 - $118,992
600 Added 9.33%
7,031 $1.25 Million
Q4 2022

Feb 07, 2023
SELL
$166.81 - $188.05 $126,608 - $142,729
-759 Reduced 10.56%
6,431 $1.12 Million
Q3 2022

Oct 27, 2022
SELL
$164.17 - $201.07 $15,596 - $19,101
-95 Reduced 1.3%
7,190 $1.19 Million
Q1 2022

May 10, 2022
BUY
$191.52 - $225.32 $1.4 Million - $1.64 Million
7,285 New
7,285 $1.5 Million

Others Institutions Holding IWM

# of Institutions
2,661
Shares Held
307M
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
Track This Portfolio

Track Alley Investment Management Company, LLC Portfolio

Follow Alley Investment Management Company, LLC 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 Alley Investment Management Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alley Investment Management Company, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email