Andrews, Lucia Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Andrews, Lucia Wealth Management LLC

  • $150 Million
  • Q3 2024

A detailed history of Andrews, Lucia Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 3,570 shares of IWM stock, worth $791,469. This represents 0.52% of its overall portfolio holdings.

Number of Shares
3,570
Previous 7,140 50.0%
Holding current value
$791,469
Previous $1.45 Million 45.58%
% of portfolio
0.52%
Previous 1.02%

Shares

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

Oct 11, 2024
SELL
$200.87 - $224.6 $717,105 - $801,822
-3,570 Reduced 50.0%
3,570 $788,000
Q2 2024

Jul 25, 2024
BUY
$192.84 - $209.44 $688,438 - $747,700
3,570 Added 100.0%
7,140 $1.45 Million
Q4 2022

Feb 13, 2023
SELL
$166.81 - $188.05 $45,872 - $51,713
-275 Reduced 7.15%
3,570 $622,000
Q4 2021

Feb 04, 2022
BUY
$212.12 - $242.56 $815,601 - $932,643
3,845 New
3,845 $855,000

Others Institutions Holding IWM

# of Institutions
2,667
Shares Held
305M
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 Andrews, Lucia Wealth Management LLC Portfolio

Follow Andrews, Lucia Wealth Management 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 Andrews, Lucia Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Andrews, Lucia Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email