A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 100 shares of IWM stock, worth $23,846. This represents 0.01% of its overall portfolio holdings.

Number of Shares
100
Previous 311 67.85%
Holding current value
$23,846
Previous $65,000 69.23%
% of portfolio
0.01%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$192.84 - $209.44 $40,689 - $44,191
-211 Reduced 67.85%
100 $20,000
Q1 2024

Apr 26, 2024

SELL
$189.48 - $210.3 $13,642 - $15,141
-72 Reduced 18.8%
311 $65,000
Q4 2023

Feb 02, 2024

SELL
$162.21 - $204.82 $8,110 - $10,241
-50 Reduced 11.55%
383 $76,000
Q1 2023

May 08, 2023

BUY
$170.25 - $198.32 $73,718 - $85,872
433 New
433 $77,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Bradley & Co. Private Wealth Management, LLC Portfolio

Follow Bradley & Co. Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bradley & Co. Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bradley & Co. Private Wealth Management, LLC with notifications on news.