A detailed history of Cooper/Haims Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cooper/Haims Advisors, LLC holds 3,824 shares of IWM stock, worth $862,885. This represents 0.44% of its overall portfolio holdings.

Number of Shares
3,824
Previous 3,823 0.03%
Holding current value
$862,885
Previous $803,000 3.49%
% of portfolio
0.44%
Previous 0.47%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$192.84 - $209.44 $192 - $209
1 Added 0.03%
3,824 $775,000
Q1 2024

May 10, 2024

SELL
$189.48 - $210.3 $37,706 - $41,849
-199 Reduced 4.95%
3,823 $803,000
Q4 2023

Feb 13, 2024

BUY
$162.21 - $204.82 $65,046 - $82,132
401 Added 11.07%
4,022 $807,000
Q2 2023

Aug 11, 2023

BUY
$170.4 - $187.93 $170 - $187
1 Added 0.03%
3,621 $678,000
Q1 2023

May 12, 2023

SELL
$170.25 - $198.32 $21,281 - $24,790
-125 Reduced 3.34%
3,620 $645,000
Q4 2022

Feb 10, 2023

BUY
$166.81 - $188.05 $333 - $376
2 Added 0.05%
3,745 $653,000
Q2 2022

Jul 25, 2022

SELL
$163.9 - $207.91 $4,589 - $5,821
-28 Reduced 0.74%
3,743 $634,000
Q4 2021

Jan 21, 2022

BUY
$212.12 - $242.56 $212 - $242
1 Added 0.03%
3,771 $839,000
Q2 2021

Aug 04, 2021

SELL
$211.85 - $232.89 $22,667 - $24,919
-107 Reduced 2.76%
3,770 $865,000
Q4 2020

Feb 10, 2021

BUY
$152.18 - $199.14 $152 - $199
1 Added 0.03%
3,877 $760,000
Q2 2020

Aug 14, 2020

BUY
$104.62 - $153.09 $104 - $153
1 Added 0.03%
3,876 $555,000
Q4 2019

Feb 11, 2020

BUY
$146.46 - $166.68 $292 - $333
2 Added 0.05%
3,875 $642,000
Q2 2019

Jul 26, 2019

SELL
$145.86 - $160.71 $16,773 - $18,481
-115 Reduced 2.88%
3,873 $602,000
Q1 2019

Apr 29, 2019

SELL
$132.25 - $158.24 $1.5 Million - $1.79 Million
-11,324 Reduced 73.96%
3,988 $611,000
Q1 2019

Apr 26, 2019

BUY
$132.25 - $158.24 $1.48 Million - $1.77 Million
11,174 Added 270.03%
15,312 $2.34 Million
Q4 2018

Jan 25, 2019

SELL
$125.88 - $166.33 $47,205 - $62,373
-375 Reduced 8.31%
4,138 $554,000
Q3 2018

Nov 09, 2018

SELL
$164.2 - $173.02 $72,412 - $76,301
-441 Reduced 8.9%
4,513 $761,000
Q2 2018

Aug 01, 2018

BUY
$148.13 - $169.97 $79,397 - $91,103
536 Added 12.13%
4,954 $811,000
Q4 2017

Feb 13, 2018

BUY
$145.63 - $154.3 $643,393 - $681,697
4,418
4,418 $674,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Cooper/Haims Advisors, LLC Portfolio

Follow Cooper/Haims Advisors, 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 Cooper/Haims Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cooper/Haims Advisors, LLC with notifications on news.