Angeles Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Angeles Wealth Management, LLC

$1.16 Billion
Q3 2024

A detailed history of Angeles Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 4,181 shares of IWM stock, worth $927,847. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,181

Previous 4,181 -0.0%

Holding current value

$927,847

Previous $848,000 8.84%

% of portfolio

0.08%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	BUY	$192.84 - $209.44 $129,974 - $141,162	674 Added 19.22%	4,181 $848,000
Q4 2023 Feb 13, 2024	BUY	$162.21 - $204.82 $17,843 - $22,530	110 Added 3.24%	3,507 $703,000
Q3 2023 Oct 27, 2023	BUY	$174.36 - $198.71 $329,889 - $375,959	1,892 Added 125.71%	3,397 $600,000
Q2 2023 Aug 10, 2023	SELL	$170.4 - $187.93 $681 - $751	-4 Reduced 0.27%	1,505 $281,000
Q1 2023 May 11, 2023	SELL	$170.25 - $198.32 $8,512 - $9,916	-50 Reduced 3.21%	1,509 $269,000
Q4 2022 Feb 14, 2023	SELL	$166.81 - $188.05 $1.06 Million - $1.19 Million	-6,350 Reduced 80.29%	1,559 $271,000
Q3 2022 Nov 03, 2022	SELL	$164.17 - $201.07 $233,121 - $285,519	-1,420 Reduced 15.22%	7,909 $1.3 Million
Q2 2022 Aug 04, 2022	SELL	$163.9 - $207.91 $740,828 - $939,753	-4,520 Reduced 32.64%	9,329 $1.58 Million
Q1 2022 May 16, 2022	BUY	$191.52 - $225.32 $2.65 Million - $3.12 Million	13,849 New	13,849 $2.84 Million

Others Institutions Holding IWM

# of Institutions

2,663

Shares Held

308M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Angeles Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Angeles Wealth Management, LLC with notifications on news.

Account

Angeles Wealth Management, LLC Ishares Russell 2000 ETF Transaction History