A detailed history of Endurance Wealth Management, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Endurance Wealth Management, Inc. holds 774 shares of IWM stock, worth $171,766. This represents 0.02% of its overall portfolio holdings.

Number of Shares
774
Previous 769 0.65%
Holding current value
$171,766
Previous $137,000 5.84%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

BUY
$170.4 - $187.93 $852 - $939
5 Added 0.65%
774 $145,000
Q1 2023

May 02, 2023

BUY
$170.25 - $198.32 $28,942 - $33,714
170 Added 28.38%
769 $137,000
Q4 2022

Feb 01, 2023

BUY
$166.81 - $188.05 $12,010 - $13,539
72 Added 13.66%
599 $104,000
Q1 2022

Apr 20, 2022

SELL
$191.52 - $225.32 $50,369 - $59,259
-263 Reduced 33.29%
527 $108,000
Q2 2021

Aug 04, 2021

SELL
$211.85 - $232.89 $21,185 - $23,289
-100 Reduced 11.24%
790 $180,000
Q1 2021

May 05, 2021

SELL
$193.5 - $234.42 $19,737 - $23,910
-102 Reduced 10.28%
890 $196,000
Q3 2020

Oct 27, 2020

BUY
$139.07 - $158.46 $78,574 - $89,529
565 Added 132.32%
992 $148,000
Q4 2019

Jan 14, 2020

BUY
$146.46 - $166.68 $1,025 - $1,166
7 Added 1.67%
427 $70,000
Q2 2019

Jul 30, 2019

BUY
$145.86 - $160.71 $291 - $321
2 Added 0.48%
420 $65,000
Q3 2017

Oct 19, 2017

BUY
$144.61 - $148.18 $60,446 - $61,939
418
418 $62,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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