Elevate Wealth Advisory, Inc Ishares Russell 2000 ETF Transaction History

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q1 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 378 shares of IWM stock, worth $77,682. This represents 0.05% of its overall portfolio holdings.

Number of Shares
378
Previous 377 0.27%
Holding current value
$77,682
Previous $83.3 Million 9.51%
% of portfolio
0.05%
Previous 0.06%

Shares

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

May 14, 2025
BUY
$198.1 - $229.79 $198 - $229
1 Added 0.27%
378 $75.4 Million
Q4 2024

Feb 11, 2025
BUY
$216.13 - $242.4 $216 - $242
1 Added 0.27%
377 $83.3 Million
Q3 2024

Nov 13, 2024
BUY
$200.87 - $224.6 $200 - $224
1 Added 0.27%
376 $83 Million
Q2 2024

Aug 12, 2024
BUY
$192.84 - $209.44 $192 - $209
1 Added 0.27%
375 $76 Million
Q1 2024

May 02, 2024
BUY
$189.48 - $210.3 $189 - $210
1 Added 0.27%
374 $78.6 Million
Q4 2023

Feb 14, 2024
BUY
$162.21 - $204.82 $60,504 - $76,397
373 New
373 $74.8 Million

Others Institutions Holding IWM

# of Institutions
2,856
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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