A detailed history of Coastwise Capital Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 2,984 shares of IWM stock, worth $661,552. This represents 0.54% of its overall portfolio holdings.

Number of Shares
2,984
Previous 2,278 30.99%
Holding current value
$661,552
Previous $462,000 42.64%
% of portfolio
0.54%
Previous 0.45%

Shares

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

Nov 14, 2024

BUY
$200.87 - $224.6 $141,814 - $158,567
706 Added 30.99%
2,984 $659,000
Q2 2024

Aug 14, 2024

BUY
$192.84 - $209.44 $189,176 - $205,460
981 Added 75.64%
2,278 $462,000
Q1 2024

May 14, 2024

BUY
$189.48 - $210.3 $5,115 - $5,678
27 Added 2.13%
1,297 $272,000
Q4 2023

Feb 14, 2024

BUY
$162.21 - $204.82 $21,736 - $27,445
134 Added 11.8%
1,270 $254,000
Q3 2023

Nov 13, 2023

SELL
$174.36 - $198.71 $17,436 - $19,871
-100 Reduced 8.09%
1,136 $200,000
Q2 2023

Aug 10, 2023

BUY
$170.4 - $187.93 $170 - $187
1 Added 0.08%
1,236 $231,000
Q1 2023

May 11, 2023

SELL
$170.25 - $198.32 $1,362 - $1,586
-8 Reduced 0.64%
1,235 $220,000
Q4 2022

Feb 14, 2023

BUY
$166.81 - $188.05 $207,344 - $233,746
1,243 New
1,243 $216,000
Q2 2022

Aug 15, 2022

SELL
$163.9 - $207.91 $15,406 - $19,543
-94 Reduced 6.56%
1,338 $227,000
Q1 2022

Aug 15, 2022

BUY
$191.52 - $225.32 $274,256 - $322,658
1,432 New
1,432 $294,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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