A detailed history of Clearstead Trust, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Clearstead Trust, LLC holds 356 shares of IWM stock, worth $79,003. This represents 0.02% of its overall portfolio holdings.

Number of Shares
356
Previous 383 7.05%
Holding current value
$79,003
Previous $77,000 1.3%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024

SELL
$200.87 - $224.6 $5,423 - $6,064
-27 Reduced 7.05%
356 $78,000
Q3 2023

Nov 13, 2023

BUY
$174.36 - $198.71 $4,707 - $5,365
27 Added 7.58%
383 $67,000
Q3 2022

Nov 10, 2022

BUY
$164.17 - $201.07 $58,444 - $71,580
356 New
356 $59,000
Q1 2019

May 13, 2019

SELL
$132.25 - $158.24 $19,308 - $23,103
-146 Closed
0 $0
Q4 2018

Feb 13, 2019

BUY
$125.88 - $166.33 $18,378 - $24,284
146 New
146 $19,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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