Capital Advisors Inc Ishares Russell 2000 ETF Transaction History

Capital Advisors Inc

  • $4.86 Billion
  • Q3 2024

A detailed history of Capital Advisors Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Capital Advisors Inc holds 1,206 shares of IWM stock, worth $287,582. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,206
Previous 1,088 10.85%
Holding current value
$287,582
Previous $220,000 20.91%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Oct 28, 2024
BUY
$200.87 - $224.6 $23,702 - $26,502
118 Added 10.85%
1,206 $266,000
Q2 2024

Jul 31, 2024
BUY
$192.84 - $209.44 $209,809 - $227,870
1,088 New
1,088 $220,000
Q1 2022

May 05, 2022
SELL
$191.52 - $225.32 $325,967 - $383,494
-1,702 Closed
0 $0
Q4 2021

Jan 27, 2022
BUY
$212.12 - $242.56 $361,028 - $412,837
1,702 New
1,702 $378,000
Q3 2021

Oct 25, 2021
SELL
$211.73 - $231.39 $441,245 - $482,216
-2,084 Closed
0 $0
Q2 2021

Aug 02, 2021
BUY
$211.85 - $232.89 $441,495 - $485,342
2,084 New
2,084 $478,000

Others Institutions Holding IWM

# of Institutions
2,661
Shares Held
307M
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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