A detailed history of Apella Capital, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Apella Capital, LLC holds 9,776 shares of IWM stock, worth $2.12 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,776
Previous 9,737 0.4%
Holding current value
$2.12 Million
Previous $2.05 Million 3.13%
% of portfolio
0.09%
Previous 0.1%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024

BUY
$192.84 - $209.44 $7,520 - $8,168
39 Added 0.4%
9,776 $1.98 Million
Q1 2024

Apr 10, 2024

BUY
$189.48 - $210.3 $1,326 - $1,472
7 Added 0.07%
9,737 $2.05 Million
Q4 2023

Jan 05, 2024

BUY
$162.21 - $204.82 $914,539 - $1.15 Million
5,638 Added 137.78%
9,730 $1.95 Million
Q3 2023

Oct 10, 2023

BUY
$174.36 - $198.71 $1,917 - $2,185
11 Added 0.27%
4,092 $723,000
Q2 2023

Jul 06, 2023

BUY
$170.4 - $187.93 $255,600 - $281,895
1,500 Added 58.12%
4,081 $764,000
Q4 2022

Jan 10, 2023

BUY
$166.81 - $188.05 $160,804 - $181,280
964 Added 59.62%
2,581 $0
Q3 2022

Oct 11, 2022

BUY
$164.17 - $201.07 $2,462 - $3,016
15 Added 0.94%
1,617 $267,000
Q2 2022

Jul 08, 2022

BUY
$163.9 - $207.91 $10,161 - $12,890
62 Added 4.03%
1,602 $271,000
Q1 2022

Apr 11, 2022

BUY
$191.52 - $225.32 $21,258 - $25,010
111 Added 7.77%
1,540 $316,000
Q4 2021

Jan 13, 2022

BUY
$212.12 - $242.56 $17,181 - $19,647
81 Added 6.01%
1,429 $318,000
Q3 2021

Jan 18, 2022

SELL
$211.73 - $231.39 $25,407 - $27,766
-120 Reduced 8.17%
1,348 $295,000
Q3 2021

Oct 12, 2021

SELL
$211.73 - $231.39 $8,892 - $9,718
-42 Reduced 2.78%
1,468 $324,000
Q2 2021

Jul 02, 2021

BUY
$211.85 - $232.89 $73,723 - $81,045
348 Added 29.95%
1,510 $346,000
Q4 2020

Feb 18, 2021

BUY
$152.18 - $199.14 $176,833 - $231,400
1,162 New
1,162 $228,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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