A detailed history of D. Scott Neal, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, D. Scott Neal, Inc. holds 1,860 shares of IWM stock, worth $405,201. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,860
Previous 1,860 -0.0%
Holding current value
$405,201
Previous $391,000 3.58%
% of portfolio
0.21%
Previous 0.26%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Jan 21, 2022

SELL
$212.12 - $242.56 $73,817 - $84,410
-348 Reduced 15.76%
1,860 $414,000
Q2 2021

Aug 02, 2021

BUY
$211.85 - $232.89 $7,838 - $8,616
37 Added 1.7%
2,208 $506,000
Q1 2021

Apr 30, 2021

SELL
$193.5 - $234.42 $281,155 - $340,612
-1,453 Reduced 40.09%
2,171 $480,000
Q4 2020

Feb 05, 2021

SELL
$152.18 - $199.14 $34,240 - $44,806
-225 Reduced 5.85%
3,624 $710,000
Q2 2020

Jul 16, 2020

SELL
$104.62 - $153.09 $4,707 - $6,889
-45 Reduced 1.16%
3,849 $551,000
Q1 2020

Apr 27, 2020

SELL
$99.9 - $169.53 $5.81 Million - $9.87 Million
-58,197 Reduced 93.73%
3,894 $446,000
Q4 2019

Jan 16, 2020

SELL
$146.46 - $166.68 $352,822 - $401,532
-2,409 Reduced 3.73%
62,091 $10.3 Million
Q3 2019

Oct 16, 2019

SELL
$144.85 - $157.9 $128,916 - $140,531
-890 Reduced 1.36%
64,500 $9.76 Million
Q2 2019

Jul 25, 2019

SELL
$145.86 - $160.71 $233,959 - $257,778
-1,604 Reduced 2.39%
65,390 $10.2 Million
Q1 2019

Apr 11, 2019

SELL
$132.25 - $158.24 $306,952 - $367,275
-2,321 Reduced 3.35%
66,994 $10.3 Million
Q4 2018

Feb 06, 2019

SELL
$125.88 - $166.33 $8.31 Million - $11 Million
-66,000 Reduced 48.78%
69,315 $9.28 Million
Q3 2018

Nov 13, 2018

SELL
$164.2 - $173.02 $745,796 - $785,856
-4,542 Reduced 3.25%
135,315 $22.8 Million
Q2 2018

Aug 15, 2018

SELL
$148.13 - $169.97 $540,822 - $620,560
-3,651 Reduced 2.54%
139,857 $22.9 Million
Q1 2018

Apr 19, 2018

BUY
$145.44 - $159.96 $24,143 - $26,553
166 Added 0.12%
143,508 $21.8 Million
Q4 2017

Feb 16, 2018

BUY
$145.63 - $154.3 $3.06 Million - $3.24 Million
21,005 Added 17.17%
143,342 $21.9 Million
Q3 2017

Oct 18, 2017

BUY
$144.61 - $148.18 $17.7 Million - $18.1 Million
122,337
122,337 $18.1 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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