Blodgett Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Blodgett Wealth Advisors, LLC

$119 Million
Q3 2024

A detailed history of Blodgett Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Blodgett Wealth Advisors, LLC holds 2,995 shares of IWM stock, worth $720,656. This represents 0.56% of its overall portfolio holdings.

Number of Shares

2,995

Previous 2,995 -0.0%

Holding current value

$720,656

Previous $607,000 8.9%

% of portfolio

0.56%

Previous 0.51%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$192.84 - $209.44 $3,856 - $4,188	-20 Reduced 0.66%	2,995 $607,000
Q4 2023 Feb 02, 2024	SELL	$162.21 - $204.82 $324,420 - $409,640	-2,000 Reduced 39.88%	3,015 $605,000
Q1 2023 Apr 21, 2023	SELL	$170.25 - $198.32 $20,430 - $23,798	-120 Reduced 2.34%	5,015 $894,000
Q4 2022 Feb 02, 2023	SELL	$166.81 - $188.05 $358,641 - $404,307	-2,150 Reduced 29.51%	5,135 $895,000
Q3 2022 Oct 21, 2022	SELL	$164.17 - $201.07 $95,218 - $116,620	-580 Reduced 7.37%	7,285 $1.2 Million
Q2 2022 Jul 20, 2022	SELL	$163.9 - $207.91 $499,895 - $634,125	-3,050 Reduced 27.94%	7,865 $1.33 Million
Q1 2022 Apr 27, 2022	SELL	$191.52 - $225.32 $148,428 - $174,623	-775 Reduced 6.63%	10,915 $2.24 Million
Q4 2021 Feb 02, 2022	BUY	$212.12 - $242.56 $2.48 Million - $2.84 Million	11,690 New	11,690 $2.6 Million

Others Institutions Holding IWM

# of Institutions

2,662

Shares Held

308M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blodgett Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blodgett Wealth Advisors, LLC with notifications on news.

Account

Blodgett Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History