Delos Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Delos Wealth Advisors, LLC

  • $111 Million
  • Q3 2024

A detailed history of Delos Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 6,140 shares of IWM stock, worth $1.46 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
6,140
Previous 5,343 14.92%
Holding current value
$1.46 Million
Previous $1.08 Million 25.09%
% of portfolio
1.23%
Previous 1.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 15, 2024
BUY
$200.87 - $224.6 $160,093 - $179,006
797 Added 14.92%
6,140 $1.36 Million
Q2 2024

Aug 13, 2024
BUY
$192.84 - $209.44 $321,271 - $348,927
1,666 Added 45.31%
5,343 $1.08 Million
Q1 2024

May 09, 2024
BUY
$189.48 - $210.3 $696,717 - $773,273
3,677 New
3,677 $773,000
Q3 2021

Nov 12, 2021
SELL
$211.73 - $231.39 $1,058 - $1,156
-5 Closed
0 $0
Q2 2021

Aug 13, 2021
BUY
$211.85 - $232.89 $1,059 - $1,164
5 New
5 $1,000

Others Institutions Holding IWM

# of Institutions
2,661
Shares Held
307M
Call Options Held
232M
Put Options Held
524M
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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