Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 29, 2022

SELL
$163.9 - $207.91 $583,647 - $740,367
-3,561 Closed
0 $0
Q1 2022

Apr 28, 2022

SELL
$191.52 - $225.32 $63,967 - $75,256
-334 Reduced 8.58%
3,561 $731,000
Q4 2021

Jan 26, 2022

SELL
$212.12 - $242.56 $9,333 - $10,672
-44 Reduced 1.12%
3,895 $866,000
Q3 2021

Oct 28, 2021

SELL
$211.73 - $231.39 $5,504 - $6,016
-26 Reduced 0.66%
3,939 $862,000
Q2 2021

Jul 12, 2021

BUY
$211.85 - $232.89 $11,439 - $12,576
54 Added 1.38%
3,965 $909,000
Q1 2021

May 13, 2021

BUY
$193.5 - $234.42 $121,131 - $146,746
626 Added 19.06%
3,911 $864,000
Q4 2020

Feb 26, 2021

BUY
$152.18 - $199.14 $499,911 - $654,174
3,285 New
3,285 $644,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Avitas Wealth Management LLC Portfolio

Follow Avitas Wealth Management 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 Avitas Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avitas Wealth Management LLC with notifications on news.