Alpha Omega Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Alpha Omega Wealth Management LLC

  • $510 Million
  • Q1 2025

A detailed history of Alpha Omega Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Alpha Omega Wealth Management LLC holds 1,150 shares of IWM stock, worth $240,384. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,150
Previous 1,150 -0.0%
Holding current value
$240,384
Previous $254,000 9.45%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
$189.48 - $210.3 $9,474 - $10,515
-50 Reduced 4.17%
1,150 $241,000
Q2 2023

Jul 28, 2023
SELL
$170.4 - $187.93 $3,748 - $4,134
-22 Reduced 1.8%
1,200 $224,000
Q4 2021

Jan 18, 2022
BUY
$212.12 - $242.56 $4,666 - $5,336
22 Added 1.83%
1,222 $262,000
Q4 2020

Feb 05, 2021
BUY
$152.18 - $199.14 $182,616 - $238,967
1,200 New
1,200 $235,000
Q1 2020

May 04, 2020
SELL
$99.9 - $169.53 $120,679 - $204,792
-1,208 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
$146.46 - $166.68 $176,923 - $201,349
1,208 New
1,208 $200,000
Q3 2019

Nov 12, 2019
SELL
$144.85 - $157.9 $174,978 - $190,743
-1,208 Closed
0 $0
Q1 2019

May 02, 2019
BUY
$132.25 - $158.24 $1,058 - $1,265
8 Added 0.67%
1,208 $185,000
Q3 2018

Nov 01, 2018
SELL
$164.2 - $173.02 $656 - $692
-4 Reduced 0.33%
1,200 $202,000
Q1 2018

May 01, 2018
BUY
$145.44 - $159.96 $581 - $639
4 Added 0.33%
1,204 $183,000
Q2 2017

Aug 07, 2017
BUY
N/A
1,200
1,200 $169,000

Others Institutions Holding IWM

# of Institutions
2,859
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
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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