Altium Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Altium Wealth Management LLC

$1.39 Billion
Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Altium Wealth Management LLC holds 3,535 shares of IWM stock, worth $773,564. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,535

Previous 2,757 28.22%

Holding current value

$773,564

Previous $566,000 5.83%

% of portfolio

0.04%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	BUY	$163.9 - $207.91 $127,514 - $161,753	778 Added 28.22%	3,535 $599,000
Q1 2021 May 06, 2021	SELL	$193.5 - $234.42 $193 - $234	-1 Reduced 0.04%	2,757 $609,000
Q4 2020 Feb 04, 2021	BUY	$152.18 - $199.14 $5,174 - $6,770	34 Added 1.25%	2,758 $541,000
Q2 2020 Jul 31, 2020	SELL	$104.62 - $153.09 $81,289 - $118,950	-777 Reduced 22.19%	2,724 $390,000
Q1 2020 Apr 23, 2020	BUY	$99.9 - $169.53 $31,568 - $53,571	316 Added 9.92%	3,501 $401,000
Q4 2019 Jan 17, 2020	SELL	$146.46 - $166.68 $72,937 - $83,006	-498 Reduced 13.52%	3,185 $528,000
Q2 2019 Jul 18, 2019	SELL	$145.86 - $160.71 $235,563 - $259,546	-1,615 Reduced 30.48%	3,683 $573,000
Q1 2019 Apr 26, 2019	BUY	$132.25 - $158.24 $35,443 - $42,408	268 Added 5.33%	5,298 $811,000
Q4 2018 Jan 18, 2019	SELL	$125.88 - $166.33 $107,879 - $142,544	-857 Reduced 14.56%	5,030 $674,000
Q3 2018 Nov 13, 2018	SELL	$164.2 - $173.02 $53,364 - $56,231	-325 Reduced 5.23%	5,887 $992,000
Q2 2018 Aug 14, 2018	BUY	$148.13 - $169.97 $288,409 - $330,931	1,947 Added 45.65%	6,212 $1.02 Million
Q1 2018 Jun 06, 2018	SELL	$145.44 - $159.96 $12,071 - $13,276	-83 Reduced 1.91%	4,265 $648,000
Q4 2017 Jun 01, 2018	BUY	$145.63 - $154.3 $633,199 - $670,896	4,348	4,348 $663,000

Others Institutions Holding IWM

# of Institutions

2,544

Shares Held

293M

Call Options Held

232M

Put Options Held

363M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Altium Wealth Management LLC Ishares Russell 2000 ETF Transaction History