Ccg Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Ccg Wealth Management, LLC

  • $165 Million
  • Q1 2025

A detailed history of Ccg Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Ccg Wealth Management, LLC holds 1,568 shares of IWM stock, worth $322,239. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,568
Previous 1,353 15.89%
Holding current value
$322,239
Previous $298,000 4.7%
% of portfolio
0.19%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$198.1 - $229.79 $42,591 - $49,404
215 Added 15.89%
1,568 $312,000
Q4 2024

Jan 24, 2025
SELL
$216.13 - $242.4 $787,577 - $883,305
-3,644 Reduced 72.92%
1,353 $298,000
Q3 2024

Oct 15, 2024
SELL
$200.87 - $224.6 $2,611 - $2,919
-13 Reduced 0.26%
4,997 $1.1 Million
Q2 2024

Jul 31, 2024
BUY
$192.84 - $209.44 $2,506 - $2,722
13 Added 0.26%
5,010 $1.02 Million
Q1 2024

Apr 18, 2024
BUY
$189.48 - $210.3 $946,831 - $1.05 Million
4,997 New
4,997 $1.05 Million

Others Institutions Holding IWM

# of Institutions
2,856
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
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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