A detailed history of Annis Gardner Whiting Capital Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 36,292 shares of IWM stock, worth $7.29 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
36,292
Previous 34,199 6.12%
Holding current value
$7.29 Million
Previous $6.86 Billion 11.19%
% of portfolio
2.73%
Previous 3.03%

Shares

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

May 13, 2024

BUY
$189.48 - $210.3 $396,581 - $440,157
2,093 Added 6.12%
36,292 $7.63 Billion
Q4 2023

Feb 09, 2024

BUY
$162.21 - $204.82 $606,016 - $765,207
3,736 Added 12.26%
34,199 $6.86 Billion
Q3 2023

Nov 08, 2023

BUY
$174.36 - $198.71 $5.31 Million - $6.05 Million
30,463 New
30,463 $5.38 Billion

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Annis Gardner Whiting Capital Advisors, LLC Portfolio

Follow Annis Gardner Whiting Capital Advisors, 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 Annis Gardner Whiting Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annis Gardner Whiting Capital Advisors, LLC with notifications on news.