A detailed history of Capital Performance Advisors LLP transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Capital Performance Advisors LLP holds 3,147 shares of IWM stock, worth $698,382. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,147
Previous 1,944 61.88%
Holding current value
$698,382
Previous $394,000 76.4%
% of portfolio
0.21%
Previous 0.15%

Shares

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

Nov 01, 2024

BUY
$200.87 - $224.6 $241,646 - $270,193
1,203 Added 61.88%
3,147 $695,000
Q2 2024

Aug 01, 2024

BUY
$192.84 - $209.44 $578 - $628
3 Added 0.15%
1,944 $394,000
Q1 2024

Apr 26, 2024

BUY
$189.48 - $210.3 $378 - $420
2 Added 0.1%
1,941 $408,000
Q4 2023

Feb 06, 2024

BUY
$162.21 - $204.82 $1,297 - $1,638
8 Added 0.41%
1,939 $389,000
Q2 2023

Aug 10, 2023

BUY
$170.4 - $187.93 $511 - $563
3 Added 0.16%
1,931 $361,000
Q1 2023

May 08, 2023

BUY
$170.25 - $198.32 $510 - $594
3 Added 0.16%
1,928 $343,000
Q4 2022

Feb 06, 2023

BUY
$166.81 - $188.05 $321,109 - $361,996
1,925 New
1,925 $335,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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