Bogart Wealth, LLC Ishares Russell 2000 ETF Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Bogart Wealth, LLC holds 543 shares of IWM stock, worth $120,502. This represents 0.01% of its overall portfolio holdings.

Number of Shares
543
Previous 454 19.6%
Holding current value
$120,502
Previous $92,000 29.35%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Oct 22, 2024
BUY
$200.87 - $224.6 $17,877 - $19,989
89 Added 19.6%
543 $119,000
Q2 2024

Jul 31, 2024
SELL
$192.84 - $209.44 $8,677 - $9,424
-45 Reduced 9.02%
454 $92,000
Q1 2024

Apr 25, 2024
BUY
$189.48 - $210.3 $7,579 - $8,412
40 Added 8.71%
499 $104,000
Q4 2023

Feb 06, 2024
BUY
$162.21 - $204.82 $12,814 - $16,180
79 Added 20.79%
459 $92,000
Q1 2023

Apr 21, 2023
BUY
$170.25 - $198.32 $29,793 - $34,706
175 Added 85.37%
380 $67,000
Q4 2022

Feb 06, 2023
SELL
$166.81 - $188.05 $3,503 - $3,949
-21 Reduced 9.29%
205 $35,000
Q3 2022

Nov 03, 2022
BUY
$164.17 - $201.07 $3,447 - $4,222
21 Added 10.24%
226 $37,000
Q2 2021

Aug 06, 2021
BUY
$211.85 - $232.89 $43,429 - $47,742
205 New
205 $47,000

Others Institutions Holding IWM

# of Institutions
2,663
Shares Held
308M
Call Options Held
232M
Put Options Held
524M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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