A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 516 shares of IWM stock, worth $114,510. This represents 0.09% of its overall portfolio holdings.

Number of Shares
516
Previous 517 0.19%
Holding current value
$114,510
Previous $104,000 8.65%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 07, 2024

SELL
$200.87 - $224.6 $200 - $224
-1 Reduced 0.19%
516 $113,000
Q3 2023

Nov 09, 2023

SELL
$174.36 - $198.71 $81,251 - $92,598
-466 Reduced 47.41%
517 $91,000
Q1 2023

May 12, 2023

BUY
$170.25 - $198.32 $167,355 - $194,948
983 New
983 $175,000
Q2 2022

Jul 06, 2022

SELL
$163.9 - $207.91 $169,308 - $214,771
-1,033 Closed
0 $0
Q4 2021

Jan 19, 2022

BUY
$212.12 - $242.56 $219,119 - $250,564
1,033 New
1,033 $230,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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