Destiny Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

Destiny Wealth Partners, LLC

  • $528 Million
  • Q3 2024

A detailed history of Destiny Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 2,072 shares of IWM stock, worth $494,089. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,072
Previous 2,061 0.53%
Holding current value
$494,089
Previous $418,000 9.33%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 15, 2024
BUY
$200.87 - $224.6 $2,209 - $2,470
11 Added 0.53%
2,072 $457,000
Q1 2024

Apr 09, 2024
SELL
$189.48 - $210.3 $205,585 - $228,175
-1,085 Reduced 34.49%
2,061 $433,000
Q4 2023

Jan 19, 2024
BUY
$162.21 - $204.82 $58,720 - $74,144
362 Added 13.0%
3,146 $631,000
Q3 2023

Oct 10, 2023
BUY
$174.36 - $198.71 $24,933 - $28,415
143 Added 5.41%
2,784 $492,000
Q2 2023

Jul 26, 2023
SELL
$170.4 - $187.93 $24,026 - $26,498
-141 Reduced 5.07%
2,641 $494,000
Q1 2023

Apr 26, 2023
BUY
$170.25 - $198.32 $77,974 - $90,830
458 Added 19.71%
2,782 $496,000
Q4 2022

Jan 26, 2023
BUY
$166.81 - $188.05 $2,001 - $2,256
12 Added 0.52%
2,324 $0
Q3 2022

Oct 25, 2022
SELL
$164.17 - $201.07 $222,450 - $272,449
-1,355 Reduced 36.95%
2,312 $381,000
Q2 2022

Jul 15, 2022
SELL
$163.9 - $207.91 $88,178 - $111,855
-538 Reduced 12.79%
3,667 $621,000
Q3 2021

Oct 28, 2021
SELL
$211.73 - $231.39 $172,136 - $188,120
-813 Reduced 16.2%
4,205 $920,000
Q2 2021

Jul 27, 2021
BUY
$211.85 - $232.89 $129,016 - $141,830
609 Added 13.81%
5,018 $1.15 Million
Q1 2021

Apr 22, 2021
BUY
$193.5 - $234.42 $27,090 - $32,818
140 Added 3.28%
4,409 $974,000
Q4 2020

Feb 05, 2021
BUY
$152.18 - $199.14 $649,656 - $850,128
4,269 New
4,269 $837,000

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
Track This Portfolio

Track Destiny Wealth Partners, LLC Portfolio

Follow Destiny Wealth Partners, 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 Destiny Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Destiny Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email