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 $426,533. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,121
Previous 2,151 1.39%
Holding current value
$426,533
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
2,945
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
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 Concord Wealth Partners Portfolio

Follow Concord Wealth Partners 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 Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email