Clifford Swan Investment Counsel LLC Ishares Russell 2000 ETF Transaction History

Clifford Swan Investment Counsel LLC

  • $2.67 Billion
  • Q4 2024

A detailed history of Clifford Swan Investment Counsel LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 2,151 shares of IWM stock, worth $491,826. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,151
Previous 2,151 -0.0%
Holding current value
$491,826
Previous $475,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
SELL
$189.48 - $210.3 $47,370 - $52,575
-250 Reduced 10.41%
2,151 $452,000
Q2 2023

Aug 03, 2023
BUY
$170.4 - $187.93 $17,040 - $18,793
100 Added 4.35%
2,401 $449,000
Q4 2022

Feb 02, 2023
SELL
$166.81 - $188.05 $500 - $564
-3 Reduced 0.13%
2,301 $401,000
Q2 2022

Aug 04, 2022
BUY
$163.9 - $207.91 $69,165 - $87,738
422 Added 22.42%
2,304 $390,000
Q1 2022

May 03, 2022
BUY
$191.52 - $225.32 $1,915 - $2,253
10 Added 0.53%
1,882 $386,000
Q3 2021

Nov 02, 2021
SELL
$211.73 - $231.39 $2,117 - $2,313
-10 Reduced 0.53%
1,872 $409,000
Q4 2020

Feb 11, 2021
SELL
$152.18 - $199.14 $60,872 - $79,656
-400 Reduced 17.53%
1,882 $369,000
Q2 2020

Aug 06, 2020
SELL
$104.62 - $153.09 $1.54 Million - $2.25 Million
-14,718 Reduced 86.58%
2,282 $327,000
Q1 2020

Apr 09, 2020
SELL
$99.9 - $169.53 $21,278 - $36,109
-213 Reduced 1.24%
17,000 $1.95 Million
Q4 2019

Jan 30, 2020
SELL
$146.46 - $166.68 $21,969 - $25,002
-150 Reduced 0.86%
17,213 $2.85 Million
Q2 2019

Aug 13, 2019
BUY
$145.86 - $160.71 $77,889 - $85,819
534 Added 3.17%
17,363 $2.7 Million
Q1 2019

May 14, 2019
BUY
$132.25 - $158.24 $4,761 - $5,696
36 Added 0.21%
16,829 $2.58 Million
Q4 2018

Feb 13, 2019
SELL
$125.88 - $166.33 $50,352 - $66,532
-400 Reduced 2.33%
16,793 $2.25 Million
Q3 2018

Nov 14, 2018
BUY
$164.2 - $173.02 $32,840 - $34,604
200 Added 1.18%
17,193 $2.9 Million
Q2 2018

Aug 13, 2018
BUY
$148.13 - $169.97 $3,555 - $4,079
24 Added 0.14%
16,993 $2.78 Million
Q1 2018

May 09, 2018
SELL
$145.44 - $159.96 $7,272 - $7,998
-50 Reduced 0.29%
16,969 $2.58 Million
Q4 2017

Feb 09, 2018
SELL
$145.63 - $154.3 $1,456 - $1,543
-10 Reduced 0.06%
17,019 $2.6 Million
Q3 2017

Nov 13, 2017
SELL
$144.61 - $148.18 $1.14 Million - $1.17 Million
-7,879 Reduced 31.63%
17,029 $2.52 Million
Q2 2017

Aug 11, 2017
BUY
N/A
24,908
24,908 $3.51 Million

Others Institutions Holding IWM

# of Institutions
2,790
Shares Held
311M
Call Options Held
232M
Put Options Held
522M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Clifford Swan Investment Counsel LLC Portfolio

Follow Clifford Swan Investment Counsel LLC 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 Clifford Swan Investment Counsel LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clifford Swan Investment Counsel LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email