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

Andrews, Lucia Wealth Management LLC

  • $147 Million
  • Q4 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 $806,712. This represents 0.53% of its overall portfolio holdings.

Number of Shares
3,570
Previous 3,570 -0.0%
Holding current value
$806,712
Previous $788,000 -0.0%
% of portfolio
0.53%
Previous 0.52%

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
2,910
Shares Held
310M
Call Options Held
204M
Put Options Held
488M
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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