Destination Wealth Management Ishares Russell 2000 ETF Transaction History

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025

A detailed history of Destination Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Destination Wealth Management holds 1,005 shares of IWM stock, worth $210,075. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,005
Previous 953 5.46%
Holding current value
$210,075
Previous $210,000 4.76%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$198.1 - $229.79 $10,301 - $11,949
52 Added 5.46%
1,005 $200,000
Q4 2024

Feb 06, 2025
BUY
$216.13 - $242.4 $205,971 - $231,007
953 New
953 $210,000
Q1 2020

May 13, 2020
SELL
$99.9 - $169.53 $193,506 - $328,379
-1,937 Closed
0 $0
Q4 2019

Feb 12, 2020
BUY
$146.46 - $166.68 $283,693 - $322,859
1,937 New
1,937 $321,000
Q3 2019

Nov 13, 2019
SELL
$144.85 - $157.9 $88,648 - $96,634
-612 Closed
0 $0
Q2 2019

Jul 19, 2019
SELL
$145.86 - $160.71 $49,738 - $54,802
-341 Reduced 35.78%
612 $95,000
Q1 2019

May 01, 2019
BUY
$132.25 - $158.24 $38,220 - $45,731
289 Added 43.52%
953 $146,000
Q4 2018

Feb 05, 2019
SELL
$125.88 - $166.33 $86,227 - $113,936
-685 Reduced 50.78%
664 $89,000
Q3 2018

Nov 07, 2018
BUY
$164.2 - $173.02 $115,432 - $121,633
703 Added 108.82%
1,349 $227,000
Q2 2018

Jul 31, 2018
SELL
$148.13 - $169.97 $117,763 - $135,126
-795 Reduced 55.17%
646 $106,000
Q1 2018

Apr 05, 2018
SELL
$145.44 - $159.96 $114,752 - $126,208
-789 Reduced 35.38%
1,441 $219,000
Q4 2017

Feb 09, 2018
SELL
$145.63 - $154.3 $29,271 - $31,014
-201 Reduced 8.27%
2,230 $340,000
Q3 2017

Nov 09, 2017
BUY
$144.61 - $148.18 $49,167 - $50,381
340 Added 16.26%
2,431 $360,000
Q2 2017

Aug 11, 2017
BUY
N/A
2,091
2,091 $295,000

Others Institutions Holding IWM

# of Institutions
2,858
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
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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