Brown Miller Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Brown Miller Wealth Management, LLC

$227 Million
Q1 2024

A detailed history of Brown Miller Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Brown Miller Wealth Management, LLC holds 7,007 shares of IWM stock, worth $1.41 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

7,007

Previous 6,490 7.97%

Holding current value

$1.41 Million

Previous $1.3 Million 13.05%

% of portfolio

0.65%

Previous 0.65%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$189.48 - $210.3 $97,961 - $108,725	517 Added 7.97%	7,007 $1.47 Million
Q4 2023 Jan 18, 2024	BUY	$162.21 - $204.82 $46,878 - $59,192	289 Added 4.66%	6,490 $1.3 Million
Q3 2023 Oct 17, 2023	BUY	$174.36 - $198.71 $201,385 - $229,510	1,155 Added 22.89%	6,201 $1.1 Million
Q2 2023 Jul 18, 2023	SELL	$170.4 - $187.93 $325,634 - $359,134	-1,911 Reduced 27.47%	5,046 $945,000
Q1 2023 Apr 10, 2023	BUY	$170.25 - $198.32 $47,159 - $54,934	277 Added 4.15%	6,957 $1.24 Million

Q4 2022 Jan 12, 2023	BUY	$170.53 - $188.05 $176,839 - $195,007	1,037 Added 18.38%	6,680 $1.16 Million
Q3 2022 Oct 11, 2022	SELL	$167.31 - $201.07 $310,360 - $372,984	-1,855 Reduced 24.74%	5,643 $930,000
Q2 2022 Jul 18, 2022	SELL	$163.9 - $207.91 $6,883 - $8,732	-42 Reduced 0.56%	7,498 $1.27 Million
Q1 2022 Apr 14, 2022	BUY	$191.52 - $225.32 $37,537 - $44,162	196 Added 2.67%	7,540 $1.55 Million
Q4 2021 Jan 25, 2022	BUY	$212.12 - $242.56 $12,515 - $14,311	59 Added 0.81%	7,344 $1.63 Million
Q3 2021 Oct 20, 2021	BUY	$211.73 - $231.39 $235,867 - $257,768	1,114 Added 18.05%	7,285 $1.59 Million
Q2 2021 Jul 26, 2021	BUY	$211.85 - $232.89 $456,536 - $501,877	2,155 Added 53.66%	6,171 $1.42 Million
Q1 2021 Apr 21, 2021	BUY	$193.5 - $234.42 $126,549 - $153,310	654 Added 19.45%	4,016 $888,000
Q4 2020 Jan 26, 2021	BUY	$152.18 - $199.14 $511,629 - $669,508	3,362 New	3,362 $659,000

Others Institutions Holding IWM

# of Institutions

2,585

Shares Held

306M

Call Options Held

239M

Put Options Held

413M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Brown Miller Wealth Management, LLC Ishares Russell 2000 ETF Transaction History