Bordeaux Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History

Bordeaux Wealth Advisors LLC

  • $302 Million
  • Q1 2024

A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 1,798 shares of IWM stock, worth $361,164. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,798
Previous 6,018 70.12%
Holding current value
$361,164
Previous $1.21 Million 68.68%
% of portfolio
0.13%
Previous 0.41%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$189.48 - $210.3 $799,605 - $887,466
-4,220 Reduced 70.12%
1,798 $378,000
Q4 2023

Feb 06, 2024
SELL
$162.21 - $204.82 $88,566 - $111,831
-546 Reduced 8.32%
6,018 $1.21 Million
Q3 2023

Oct 27, 2023
BUY
$174.36 - $198.71 $690,988 - $787,487
3,963 Added 152.36%
6,564 $1.16 Million
Q2 2023

Aug 09, 2023
BUY
$170.4 - $187.93 $4,941 - $5,449
29 Added 1.13%
2,601 $487,000
Q1 2023

May 04, 2023
BUY
$170.25 - $198.32 $37,114 - $43,233
218 Added 9.26%
2,572 $458,000
Q4 2022

Feb 13, 2023
BUY
$170.53 - $188.05 $52,011 - $57,355
305 Added 14.89%
2,354 $410,000
Q3 2022

Nov 04, 2022
SELL
$167.31 - $201.07 $65,920 - $79,221
-394 Reduced 16.13%
2,049 $338,000
Q2 2022

Jul 28, 2022
SELL
$163.9 - $207.91 $167,997 - $213,107
-1,025 Reduced 29.56%
2,443 $414,000
Q1 2022

May 03, 2022
SELL
$191.52 - $225.32 $201,670 - $237,261
-1,053 Reduced 23.29%
3,468 $712,000
Q4 2021

Jan 27, 2022
BUY
$212.12 - $242.56 $188,150 - $215,150
887 Added 24.41%
4,521 $1.01 Million
Q3 2021

Nov 08, 2021
SELL
$211.73 - $231.39 $58,225 - $63,632
-275 Reduced 7.04%
3,634 $795,000
Q1 2021

Apr 26, 2021
SELL
$193.5 - $234.42 $173,182 - $209,805
-895 Reduced 18.63%
3,909 $864,000
Q4 2020

Feb 04, 2021
BUY
$152.18 - $199.14 $731,072 - $956,668
4,804 New
4,804 $942,000

Others Institutions Holding IWM

# of Institutions
2,582
Shares Held
306M
Call Options Held
239M
Put Options Held
413M
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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