Dynamic Wealth Strategies, LLC Ishares Russell 2000 ETF Transaction History

Dynamic Wealth Strategies, LLC

  • $123 Million
  • Q3 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 653 shares of IWM stock, worth $155,714. This represents 0.12% of its overall portfolio holdings.

Number of Shares
653
Previous 681 4.11%
Holding current value
$155,714
Previous $138,000 4.35%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Nov 13, 2024
SELL
$200.87 - $224.6 $5,624 - $6,288
-28 Reduced 4.11%
653 $144,000
Q2 2024

Aug 15, 2024
SELL
$192.84 - $209.44 $578 - $628
-3 Reduced 0.44%
681 $138,000
Q4 2023

Feb 13, 2024
BUY
$162.21 - $204.82 $110,951 - $140,096
684 New
684 $137 Million

Others Institutions Holding IWM

# of Institutions
2,662
Shares Held
308M
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 Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, 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 Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email