A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 35,020 shares of IWM stock, worth $7.77 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
35,020
Previous 34,660 1.04%
Holding current value
$7.77 Million
Previous $7.03 Million 10.0%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Nov 04, 2024

BUY
$200.87 - $224.6 $72,313 - $80,856
360 Added 1.04%
35,020 $7.74 Million
Q2 2024

Aug 09, 2024

SELL
$192.84 - $209.44 $2.81 Million - $3.06 Million
-14,594 Reduced 29.63%
34,660 $7.03 Million
Q1 2024

May 14, 2024

SELL
$189.48 - $210.3 $1.44 Million - $1.6 Million
-7,601 Reduced 13.37%
49,254 $10.4 Million
Q4 2023

Feb 06, 2024

BUY
$162.21 - $204.82 $1.97 Million - $2.48 Million
12,132 Added 27.13%
56,855 $11.4 Million
Q3 2023

Nov 14, 2023

BUY
$174.36 - $198.71 $4.97 Million - $5.66 Million
28,506 Added 175.78%
44,723 $7.9 Million
Q2 2023

Aug 08, 2023

SELL
$170.4 - $187.93 $114,168 - $125,913
-670 Reduced 3.97%
16,217 $3.04 Million
Q1 2023

May 03, 2023

SELL
$170.25 - $198.32 $1.01 Million - $1.18 Million
-5,929 Reduced 25.99%
16,887 $3.01 Million
Q4 2022

Feb 14, 2023

BUY
$166.81 - $188.05 $2.08 Million - $2.34 Million
12,458 Added 120.27%
22,816 $3.98 Million
Q3 2022

Nov 14, 2022

BUY
$164.17 - $201.07 $21,670 - $26,541
132 Added 1.29%
10,358 $1.71 Million
Q2 2022

Aug 11, 2022

SELL
$163.9 - $207.91 $2.33 Million - $2.96 Million
-14,222 Reduced 58.17%
10,226 $1.73 Million
Q1 2022

Aug 11, 2022

BUY
$191.52 - $225.32 $1.19 Million - $1.4 Million
6,216 Added 34.09%
24,448 $5.02 Million
Q4 2021

Aug 11, 2022

BUY
$212.12 - $242.56 $3.87 Million - $4.42 Million
18,232 New
18,232 $4.06 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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