Executive Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Executive Wealth Management, LLC

  • $1.16 Billion
  • Q3 2024

A detailed history of Executive Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Executive Wealth Management, LLC holds 1,700 shares of IWM stock, worth $377,264. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,700
Holding current value
$377,264
% of portfolio
0.03%

Shares

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

Nov 14, 2024
BUY
$200.87 - $224.6 $341,479 - $381,820
1,700 New
1,700 $375,000
Q1 2024

May 13, 2024
BUY
$189.48 - $210.3 $304,494 - $337,952
1,607 New
1,607 $337,000
Q2 2022

Jul 26, 2022
SELL
$163.9 - $207.91 $258,306 - $327,666
-1,576 Closed
0 $0
Q1 2022

Apr 13, 2022
SELL
$191.52 - $225.32 $137,511 - $161,779
-718 Reduced 31.3%
1,576 $323,000
Q4 2021

Feb 03, 2022
BUY
$212.12 - $242.56 $99,060 - $113,275
467 Added 25.56%
2,294 $510,000
Q3 2021

Oct 27, 2021
SELL
$211.73 - $231.39 $26,042 - $28,460
-123 Reduced 6.31%
1,827 $399,000
Q2 2021

Jul 26, 2021
BUY
$211.85 - $232.89 $54,233 - $59,619
256 Added 15.11%
1,950 $447,000
Q1 2021

May 03, 2021
BUY
$193.5 - $234.42 $111,262 - $134,791
575 Added 51.39%
1,694 $374,000
Q4 2020

Feb 04, 2021
BUY
$152.18 - $199.14 $4,413 - $5,775
29 Added 2.66%
1,119 $219,000
Q3 2019

Oct 30, 2019
SELL
$144.85 - $157.9 $52,725 - $57,475
-364 Reduced 25.03%
1,090 $165,000
Q2 2019

Aug 01, 2019
BUY
$145.86 - $160.71 $48,863 - $53,837
335 Added 29.94%
1,454 $226,000
Q1 2019

May 02, 2019
BUY
$132.25 - $158.24 $84,111 - $100,640
636 Added 131.68%
1,119 $171,000
Q4 2018

Feb 19, 2019
BUY
$125.88 - $166.33 $60,800 - $80,337
483 New
483 $65,000

Others Institutions Holding IWM

# of Institutions
2,663
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 Executive Wealth Management, LLC Portfolio

Follow Executive Wealth Management, 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 Executive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Executive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email