Concord Wealth Partners Ishares Russell 2000 ETF Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Concord Wealth Partners holds 2,121 shares of IWM stock, worth $480,364. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,121
Previous 2,151 1.39%
Holding current value
$480,364
Previous $475,000 1.47%
% of portfolio
0.08%
Previous 0.08%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$216.13 - $242.4 $6,483 - $7,272
-30 Reduced 1.39%
2,121 $468,000
Q3 2024

Oct 24, 2024
BUY
$200.87 - $224.6 $1,606 - $1,796
8 Added 0.37%
2,151 $475,000
Q2 2024

Jul 31, 2024
SELL
$192.84 - $209.44 $11,956 - $12,985
-62 Reduced 2.81%
2,143 $434,000
Q1 2024

Apr 30, 2024
BUY
$189.48 - $210.3 $23,116 - $25,656
122 Added 5.86%
2,205 $463,000
Q4 2023

Apr 30, 2024
BUY
$162.21 - $204.82 $2,757 - $3,481
17 Added 0.82%
2,083 $418,000
Q4 2023

Feb 05, 2024
BUY
$162.21 - $204.82 $2,757 - $3,481
17 Added 0.82%
2,083 $418,000
Q3 2023

Apr 30, 2024
SELL
$174.36 - $198.71 $2,964 - $3,378
-17 Reduced 0.82%
2,066 $365,000
Q2 2023

Aug 07, 2023
BUY
$170.4 - $187.93 $1,874 - $2,067
11 Added 0.54%
2,066 $386,000
Q1 2023

Apr 26, 2023
SELL
$170.25 - $198.32 $50,223 - $58,504
-295 Reduced 12.55%
2,055 $366,000
Q4 2022

Jan 27, 2023
SELL
$166.81 - $188.05 $12,343 - $13,915
-74 Reduced 3.05%
2,350 $409,000
Q3 2022

Nov 10, 2022
BUY
$164.17 - $201.07 $1,970 - $2,412
12 Added 0.5%
2,424 $400,000
Q2 2022

Aug 04, 2022
SELL
$163.9 - $207.91 $4,589 - $5,821
-28 Reduced 1.15%
2,412 $408,000
Q1 2022

Apr 20, 2022
BUY
$191.52 - $225.32 $957 - $1,126
5 Added 0.21%
2,440 $501,000
Q4 2021

Jan 21, 2022
BUY
$212.12 - $242.56 $516,512 - $590,633
2,435 New
2,435 $542,000
Q1 2021

May 13, 2021
SELL
$193.5 - $234.42 $77,400 - $93,768
-400 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$152.18 - $199.14 $60,872 - $79,656
400 New
400 $78,000

Others Institutions Holding IWM

# of Institutions
2,761
Shares Held
308M
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
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