Costello Asset Management, Inc Ishares Russell 2000 ETF Transaction History

Costello Asset Management, Inc

  • $151 Million
  • Q4 2024

A detailed history of Costello Asset Management, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Costello Asset Management, Inc holds 2,126 shares of IWM stock, worth $463,042. This represents 0.31% of its overall portfolio holdings.

Number of Shares
2,126
Previous 2,370 10.3%
Holding current value
$463,042
Previous $523,000 10.33%
% of portfolio
0.31%
Previous 0.35%

Shares

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

Jan 24, 2025
SELL
$216.13 - $242.4 $52,735 - $59,145
-244 Reduced 10.3%
2,126 $469,000
Q3 2024

Nov 01, 2024
BUY
$200.87 - $224.6 $248,275 - $277,605
1,236 Added 108.99%
2,370 $523,000
Q2 2024

Aug 01, 2024
BUY
$192.84 - $209.44 $24,105 - $26,180
125 Added 12.39%
1,134 $230,000
Q1 2024

Apr 24, 2024
BUY
$189.48 - $210.3 $190,806 - $211,772
1,007 Added 50350.0%
1,009 $212,000
Q2 2022

Jul 22, 2022
SELL
$163.9 - $207.91 $23,765 - $30,146
-145 Reduced 98.64%
2 $0
Q1 2022

Apr 26, 2022
SELL
$191.52 - $225.32 $11,491 - $13,519
-60 Reduced 28.99%
147 $30,000
Q4 2021

Jan 28, 2022
BUY
$212.12 - $242.56 $212 - $242
1 Added 0.49%
207 $46,000
Q1 2021

May 03, 2021
BUY
$193.5 - $234.42 $193 - $234
1 Added 0.49%
206 $45,000
Q3 2020

Nov 04, 2020
BUY
$139.07 - $158.46 $139 - $158
1 Added 0.49%
205 $31,000
Q2 2020

Jul 28, 2020
BUY
$104.62 - $153.09 $21,342 - $31,230
204 New
204 $29,000

Others Institutions Holding IWM

# of Institutions
2,930
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
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