Aspireon Wealth Advisors Ishares Russell 2000 ETF Transaction History

Aspireon Wealth Advisors

  • $183 Million
  • Q1 2023

A detailed history of Aspireon Wealth Advisors transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Aspireon Wealth Advisors holds 2,778 shares of IWM stock, worth $659,719. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,778
Previous 6,836 59.36%
Holding current value
$659,719
Previous $1 Million 50.5%
% of portfolio
0.27%
Previous 0.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 22, 2023
SELL
$170.25 - $198.32 $690,874 - $804,782
-4,058 Reduced 59.36%
2,778 $496,000
Q4 2022

Feb 08, 2023
BUY
$166.81 - $188.05 $525,618 - $592,545
3,151 Added 85.51%
6,836 $1 Million
Q3 2022

Nov 18, 2022
BUY
$164.17 - $201.07 $604,966 - $740,942
3,685 New
3,685 $608,000
Q2 2022

Jul 29, 2022
BUY
$163.9 - $207.91 $739,680 - $938,297
4,513 New
4,513 $765,000

Others Institutions Holding IWM

# of Institutions
3,026
Shares Held
284M
Call Options Held
230M
Put Options Held
551M
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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