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

Alley Investment Management Company, LLC

$727 Million
Q1 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 9,386 shares of IWM stock, worth $1.89 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

9,386

Previous 9,466 0.85%

Holding current value

$1.89 Million

Previous $1.9 Million 3.9%

% of portfolio

0.27%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$170.53 - $188.05 $129,432 - $142,729	-759 Reduced 10.56%	6,431 $1.12 Million

Q3 2022 Oct 27, 2022	SELL	$167.31 - $201.07 $15,894 - $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

2,582

Shares Held

306M

Call Options Held

239M

Put Options Held

413M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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