A detailed history of Carmichael Hill & Associates, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Carmichael Hill & Associates, Inc. holds 300 shares of IWM stock, worth $66,576. This represents 0.02% of its overall portfolio holdings.

Number of Shares
300
Previous 503 40.36%
Holding current value
$66,576
Previous $102,000 35.29%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Oct 29, 2024

BUY
$200.87 - $224.6 $83,762 - $93,658
417 Added 82.9%
920 $203,000
Q2 2024

Aug 02, 2024

SELL
$192.84 - $209.44 $69,422 - $75,398
-360 Reduced 41.71%
503 $102,000
Q1 2024

Apr 24, 2024

SELL
$189.48 - $210.3 $1,515 - $1,682
-8 Reduced 0.92%
863 $181,000
Q3 2023

Oct 30, 2023

BUY
$174.36 - $198.71 $1,917 - $2,185
11 Added 1.28%
871 $153,000
Q2 2023

Aug 04, 2023

SELL
$170.4 - $187.93 $622,471 - $686,508
-3,653 Reduced 80.94%
860 $161,000
Q4 2022

Feb 13, 2023

SELL
$166.81 - $188.05 $2,835 - $3,196
-17 Reduced 0.38%
4,513 $786,000
Q2 2022

Aug 05, 2022

BUY
$163.9 - $207.91 $2,786 - $3,534
17 Added 0.38%
4,530 $767,000
Q4 2021

Jan 31, 2022

BUY
$212.12 - $242.56 $805,631 - $921,242
3,798 Added 531.19%
4,513 $1 Million
Q2 2021

Aug 03, 2021

SELL
$211.85 - $232.89 $37,073 - $40,755
-175 Reduced 19.66%
715 $164,000
Q3 2020

Nov 12, 2020

BUY
$139.07 - $158.46 $33,376 - $38,030
240 Added 36.92%
890 $133,000
Q4 2019

Jan 30, 2020

BUY
$146.46 - $166.68 $95,199 - $108,342
650 New
650 $108,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Carmichael Hill & Associates, Inc. Portfolio

Follow Carmichael Hill & Associates, Inc. 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 Carmichael Hill & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carmichael Hill & Associates, Inc. with notifications on news.