Doyle Wealth Management Ishares Russell 2000 ETF Transaction History

Doyle Wealth Management

$1.16 Billion
Q3 2022

A detailed history of Doyle Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Doyle Wealth Management holds 2,920 shares of IWM stock, worth $589,343. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,920

Previous 2,919 0.03%

Holding current value

$589,343

Previous $494,000 2.43%

% of portfolio

0.04%

Previous 0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 15, 2022	BUY	$167.31 - $201.07 $167 - $201	1 Added 0.03%	2,920 $482,000
Q2 2022 Aug 10, 2022	BUY	$163.9 - $207.91 $163 - $207	1 Added 0.03%	2,919 $494,000
Q1 2022 May 13, 2022	BUY	$191.52 - $225.32 $130,233 - $153,217	680 Added 30.38%	2,918 $599,000
Q4 2021 Feb 11, 2022	BUY	$212.12 - $242.56 $34,999 - $40,022	165 Added 7.96%	2,238 $497,000
Q3 2021 Nov 12, 2021	BUY	$211.73 - $231.39 $6,775 - $7,404	32 Added 1.57%	2,073 $453,000

Q2 2021 Aug 03, 2021	BUY	$211.85 - $232.89 $7,414 - $8,151	35 Added 1.74%	2,041 $468,000
Q1 2021 May 07, 2021	BUY	$193.5 - $234.42 $193 - $234	1 Added 0.05%	2,006 $443,000
Q4 2020 Feb 04, 2021	SELL	$152.18 - $199.14 $5,326 - $6,969	-35 Reduced 1.72%	2,005 $393,000
Q3 2020 Nov 13, 2020	BUY	$139.07 - $158.46 $139 - $158	1 Added 0.05%	2,040 $306,000
Q2 2020 Aug 06, 2020	SELL	$104.62 - $153.09 $155,883 - $228,104	-1,490 Reduced 42.22%	2,039 $292,000
Q1 2020 Apr 29, 2020	SELL	$99.9 - $169.53 $52,647 - $89,342	-527 Reduced 12.99%	3,529 $404,000
Q4 2019 Feb 11, 2020	SELL	$146.46 - $166.68 $92,269 - $105,008	-630 Reduced 13.44%	4,056 $672,000
Q3 2019 Nov 05, 2019	BUY	$144.85 - $157.9 $289 - $315	2 Added 0.04%	4,686 $709,000
Q2 2019 Aug 15, 2019	BUY	$145.86 - $160.71 $437 - $482	3 Added 0.06%	4,684 $728,000
Q1 2019 May 13, 2019	BUY	$132.25 - $158.24 $78,953 - $94,469	597 Added 14.62%	4,681 $733,000
Q4 2018 Feb 08, 2019	BUY	$125.88 - $166.33 $10,699 - $14,138	85 Added 2.13%	4,084 $547,000
Q2 2018 Aug 08, 2018	BUY	$148.13 - $169.97 $311,369 - $357,276	2,102 Added 110.81%	3,999 $655,000
Q1 2018 May 11, 2018	SELL	$145.44 - $159.96 $9,162 - $10,077	-63 Reduced 3.21%	1,897 $288,000
Q4 2017 Feb 07, 2018	BUY	$145.63 - $154.3 $3,640 - $3,857	25 Added 1.29%	1,960 $299,000
Q3 2017 Oct 25, 2017	BUY	$144.61 - $148.18 $279,820 - $286,728	1,935	1,935 $287,000

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

Ticker IWM
Sector ETFs
Industry ETFs

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Doyle Wealth Management Ishares Russell 2000 ETF Transaction History