Dougherty Wealth Advisers LLC Ishares Russell 2000 ETF Transaction History

Dougherty Wealth Advisers LLC

  • $113 Million
  • Q1 2024

A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 177 shares of IWM stock, worth $35,723. This represents 0.03% of its overall portfolio holdings.

Number of Shares
177
Previous 223 20.63%
Holding current value
$35,723
Previous $44,000 15.91%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$189.48 - $210.3 $8,716 - $9,673
-46 Reduced 20.63%
177 $37,000
Q3 2021

Nov 02, 2021
BUY
$211.73 - $231.39 $47,215 - $51,599
223 New
223 $49,000
Q3 2019

Nov 12, 2019
SELL
$144.85 - $157.9 $4,200 - $4,579
-29 Closed
0 $0
Q4 2018

Feb 11, 2019
BUY
$125.88 - $166.33 $3,650 - $4,823
29 New
29 $4,000

Others Institutions Holding IWM

# of Institutions
2,580
Shares Held
306M
Call Options Held
239M
Put Options Held
413M
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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