A detailed history of Belpointe Asset Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Belpointe Asset Management LLC holds 29,227 shares of IWM stock, worth $6.49 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
29,227
Previous 24,689 18.38%
Holding current value
$6.49 Million
Previous $5.01 Million 28.87%
% of portfolio
0.43%
Previous 0.39%

Shares

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

Nov 12, 2024

BUY
$200.87 - $224.6 $911,548 - $1.02 Million
4,538 Added 18.38%
29,227 $6.46 Million
Q2 2024

Aug 02, 2024

SELL
$192.84 - $209.44 $2.4 Million - $2.61 Million
-12,456 Reduced 33.53%
24,689 $5.01 Million
Q1 2024

May 08, 2024

SELL
$189.48 - $210.3 $4.71 Million - $5.23 Million
-24,861 Reduced 40.09%
37,145 $7.81 Million
Q4 2023

Feb 13, 2024

BUY
$162.21 - $204.82 $1.01 Million - $1.28 Million
6,245 Added 11.2%
62,006 $12.4 Million
Q3 2023

Nov 15, 2023

SELL
$174.36 - $198.71 $579,921 - $660,909
-3,326 Reduced 5.63%
55,761 $9.86 Million
Q2 2023

Aug 14, 2023

BUY
$170.4 - $187.93 $5.07 Million - $5.59 Million
29,729 Added 101.26%
59,087 $11.1 Million
Q1 2023

May 15, 2023

BUY
$170.25 - $198.32 $319,559 - $372,246
1,877 Added 6.83%
29,358 $5.24 Million
Q4 2022

Feb 08, 2023

SELL
$166.81 - $188.05 $76,732 - $86,503
-460 Reduced 1.65%
27,481 $4.79 Million
Q3 2022

Nov 14, 2022

SELL
$164.17 - $201.07 $560,148 - $686,050
-3,412 Reduced 10.88%
27,941 $4.61 Million
Q2 2022

Aug 02, 2022

SELL
$163.9 - $207.91 $1.91 Million - $2.42 Million
-11,636 Reduced 27.07%
31,353 $4.9 Million
Q1 2022

Apr 28, 2022

BUY
$191.52 - $225.32 $4.06 Million - $4.78 Million
21,213 Added 97.41%
42,989 $8.83 Million
Q4 2021

Feb 15, 2022

SELL
$212.12 - $242.56 $24,181 - $27,651
-114 Reduced 0.52%
21,776 $4.84 Million
Q3 2021

Nov 15, 2021

SELL
$211.73 - $231.39 $9.85 Million - $10.8 Million
-46,531 Reduced 68.01%
21,890 $4.79 Million
Q2 2021

Aug 09, 2021

SELL
$211.85 - $232.89 $1.93 Million - $2.12 Million
-9,109 Reduced 11.75%
68,421 $13.4 Million
Q1 2021

May 14, 2021

BUY
$193.5 - $234.42 $7.79 Million - $9.44 Million
40,252 Added 107.98%
77,530 $15 Million
Q4 2020

Feb 16, 2021

BUY
$152.18 - $199.14 $3.29 Million - $4.31 Million
21,650 Added 138.53%
37,278 $7.31 Million
Q3 2020

Nov 13, 2020

BUY
$139.07 - $158.46 $133,924 - $152,596
963 Added 6.57%
15,628 $2.34 Million
Q3 2020

Nov 13, 2020

SELL
$139.07 - $158.46 $330,847 - $376,976
-2,379 Reduced 13.96%
14,665 $1.68 Million
Q2 2020

Jul 20, 2020

BUY
$104.62 - $153.09 $248,890 - $364,201
2,379 Added 16.22%
17,044 $2.43 Million
Q1 2020

Jul 20, 2020

BUY
$99.9 - $169.53 $12,887 - $21,869
129 Added 0.89%
14,665 $1.68 Million
Q4 2019

Feb 18, 2020

SELL
$146.46 - $166.68 $24,605 - $28,002
-168 Reduced 1.14%
14,536 $2.41 Million
Q3 2019

Jan 16, 2020

BUY
$144.85 - $157.9 $52,580 - $57,317
363 Added 2.53%
14,704 $2.23 Million
Q2 2019

Nov 22, 2019

BUY
$145.86 - $160.71 $2.09 Million - $2.3 Million
14,341 New
14,341 $0
Q1 2019

Jun 11, 2019

SELL
$132.25 - $158.24 $1.58 Million - $1.89 Million
-11,944 Closed
0 $0
Q4 2018

Mar 06, 2019

SELL
$125.88 - $166.33 $149,797 - $197,932
-1,190 Reduced 9.06%
11,944 $1.6 Million
Q3 2018

Nov 23, 2018

BUY
$164.2 - $173.02 $1.59 Million - $1.68 Million
9,693 Added 281.69%
13,134 $2.21 Million
Q2 2018

Aug 06, 2018

BUY
$148.13 - $169.97 $509,715 - $584,866
3,441 New
3,441 $564,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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