A detailed history of Excalibur Management Corp transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Excalibur Management Corp holds 4,611 shares of IWM stock, worth $1.1 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
4,611
Previous 3,790 21.66%
Holding current value
$1.1 Million
Previous $768,000 32.55%
% of portfolio
0.39%
Previous 0.31%

Shares

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

Nov 14, 2024

BUY
$200.87 - $224.6 $164,914 - $184,396
821 Added 21.66%
4,611 $1.02 Million
Q2 2024

Aug 09, 2024

BUY
$192.84 - $209.44 $405,542 - $440,452
2,103 Added 124.66%
3,790 $768,000
Q1 2024

May 13, 2024

BUY
$189.48 - $210.3 $58,359 - $64,772
308 Added 22.34%
1,687 $354,000
Q4 2023

Feb 12, 2024

BUY
$162.21 - $204.82 $223,687 - $282,446
1,379 New
1,379 $276,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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