Bennett Associates Wealth Management Ishares Russell 2000 ETF Transaction History

Bennett Associates Wealth Management

$121 Billion
Q4 2024

A detailed history of Bennett Associates Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Bennett Associates Wealth Management holds 19,889 shares of IWM stock, worth $4.05 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares

19,889

Previous 18,680 6.47%

Holding current value

$4.05 Million

Previous $4.13 Billion 6.51%

% of portfolio

3.65%

Previous 3.38%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$216.13 - $242.4 $261,301 - $293,061	1,209 Added 6.47%	19,889 $4.39 Billion
Q3 2024 Nov 07, 2024	SELL	$200.87 - $224.6 $250,886 - $280,525	-1,249 Reduced 6.27%	18,680 $4.13 Billion
Q2 2024 Jul 16, 2024	BUY	$192.84 - $209.44 $86,585 - $94,038	449 Added 2.3%	19,929 $4.04 Billion
Q1 2024 Apr 22, 2024	SELL	$189.48 - $210.3 $1.38 Million - $1.53 Million	-7,280 Reduced 27.2%	19,480 $4.1 Billion
Q4 2023 Feb 14, 2024	BUY	$162.21 - $204.82 $4.34 Million - $5.48 Million	26,760 New	26,760 $5.37 Billion

Others Institutions Holding IWM

# of Institutions

2,949

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Bennett Associates Wealth Management Ishares Russell 2000 ETF Transaction History