Excalibur Management Corp Ishares Russell 2000 ETF Transaction History

Excalibur Management Corp

  • $253 Million
  • Q1 2025

A detailed history of Excalibur Management Corp transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Excalibur Management Corp holds 5,146 shares of IWM stock, worth $1.08 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
5,146
Previous 4,975 3.44%
Holding current value
$1.08 Million
Previous $1.1 Million 6.64%
% of portfolio
0.41%
Previous 0.44%

Shares

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

May 08, 2025
BUY
$198.1 - $229.79 $33,875 - $39,294
171 Added 3.44%
5,146 $1.03 Million
Q4 2024

Feb 11, 2025
BUY
$216.13 - $242.4 $78,671 - $88,233
364 Added 7.89%
4,975 $1.1 Million
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

# of Institutions
2,858
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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