A detailed history of Aspen Investment Management Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Aspen Investment Management Inc holds 35,220 shares of IWM stock, worth $7.82 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares
35,220
Previous 29,611 18.94%
Holding current value
$7.82 Million
Previous $6.01 Million 29.49%
% of portfolio
3.63%
Previous 3.0%

Shares

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

Nov 08, 2024

BUY
$200.87 - $224.6 $1.13 Million - $1.26 Million
5,609 Added 18.94%
35,220 $7.78 Million
Q2 2024

Jul 26, 2024

BUY
$192.84 - $209.44 $102,976 - $111,840
534 Added 1.84%
29,611 $6.01 Million
Q1 2024

Apr 26, 2024

BUY
$189.48 - $210.3 $6,442 - $7,150
34 Added 0.12%
29,077 $6.12 Million
Q4 2023

Feb 09, 2024

BUY
$162.21 - $204.82 $173,564 - $219,157
1,070 Added 3.83%
29,043 $5.83 Million
Q3 2023

Nov 01, 2023

BUY
$174.36 - $198.71 $363,540 - $414,310
2,085 Added 8.05%
27,973 $4.94 Million
Q2 2023

Jul 28, 2023

BUY
$170.4 - $187.93 $119,280 - $131,551
700 Added 2.78%
25,888 $4.85 Million
Q1 2023

May 16, 2023

SELL
$170.25 - $198.32 $4,086 - $4,759
-24 Reduced 0.1%
25,188 $4.49 Million
Q4 2022

Feb 06, 2023

SELL
$166.81 - $188.05 $58,883 - $66,381
-353 Reduced 1.38%
25,212 $4.4 Million
Q3 2022

Nov 09, 2022

SELL
$164.17 - $201.07 $28,893 - $35,388
-176 Reduced 0.68%
25,565 $4.22 Million
Q2 2022

Aug 15, 2022

SELL
$163.9 - $207.91 $7,375 - $9,355
-45 Reduced 0.17%
25,741 $4.36 Million
Q1 2022

May 11, 2022

SELL
$191.52 - $225.32 $1.12 Million - $1.32 Million
-5,863 Reduced 18.53%
25,786 $5.29 Million
Q4 2021

Jan 26, 2022

SELL
$212.12 - $242.56 $23,757 - $27,166
-112 Reduced 0.35%
31,649 $7.04 Million
Q3 2021

Dec 06, 2021

BUY
$211.73 - $231.39 $273,766 - $299,187
1,293 Added 4.24%
31,761 $6.95 Million
Q2 2021

Aug 04, 2021

SELL
$211.85 - $232.89 $28,811 - $31,673
-136 Reduced 0.44%
30,468 $6.99 Million
Q1 2021

Jun 10, 2021

SELL
$193.5 - $234.42 $142,803 - $173,001
-738 Reduced 2.35%
30,604 $6.76 Million
Q4 2020

Jan 25, 2021

BUY
$152.18 - $199.14 $422,908 - $553,410
2,779 Added 9.73%
31,342 $6.15 Million
Q3 2020

Nov 30, 2020

SELL
$139.07 - $158.46 $91,508 - $104,266
-658 Reduced 2.25%
28,563 $4.28 Million
Q2 2020

Aug 06, 2020

BUY
$104.62 - $153.09 $474,765 - $694,722
4,538 Added 18.39%
29,221 $4.18 Million
Q1 2020

May 15, 2020

SELL
$99.9 - $169.53 $694,005 - $1.18 Million
-6,947 Reduced 21.96%
24,683 $2.83 Million
Q4 2019

Feb 14, 2020

SELL
$146.46 - $166.68 $39,690 - $45,170
-271 Reduced 0.85%
31,630 $5.24 Million
Q3 2019

Nov 13, 2019

SELL
$144.85 - $157.9 $66,196 - $72,160
-457 Reduced 1.41%
31,901 $4.83 Million
Q2 2019

Aug 12, 2019

SELL
$145.86 - $160.71 $62,136 - $68,462
-426 Reduced 1.3%
32,358 $5.03 Million
Q1 2019

May 15, 2019

SELL
$132.25 - $158.24 $22,747 - $27,217
-172 Reduced 0.52%
32,784 $5.02 Million
Q4 2018

Feb 15, 2019

SELL
$125.88 - $166.33 $467,014 - $617,084
-3,710 Reduced 10.12%
32,956 $4.41 Million
Q3 2018

Nov 13, 2018

BUY
$164.2 - $173.02 $1 Million - $1.06 Million
6,104 Added 19.97%
36,666 $6.18 Million
Q2 2018

Aug 14, 2018

BUY
$148.13 - $169.97 $80,730 - $92,633
545 Added 1.82%
30,562 $5.01 Million
Q1 2018

May 16, 2018

BUY
$145.44 - $159.96 $132,059 - $145,243
908 Added 3.12%
30,017 $4.56 Million
Q4 2017

Feb 15, 2018

BUY
$145.63 - $154.3 $40,630 - $43,049
279 Added 0.97%
29,109 $0
Q3 2017

Nov 15, 2017

BUY
$144.61 - $148.18 $4.17 Million - $4.27 Million
28,830
28,830 $4.27 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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