A detailed history of Fiduciary Alliance LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Fiduciary Alliance LLC holds 2,205 shares of IWM stock, worth $442,918. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,205
Previous 2,212 0.32%
Holding current value
$442,918
Previous $444 Million 3.45%
% of portfolio
0.08%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

SELL
$189.48 - $210.3 $1,326 - $1,472
-7 Reduced 0.32%
2,205 $459 Million
Q4 2023

Jan 17, 2024

BUY
$162.21 - $204.82 $18,654 - $23,554
115 Added 5.48%
2,212 $444 Million
Q3 2023

Oct 18, 2023

SELL
$174.36 - $198.71 $21,446 - $24,441
-123 Reduced 5.54%
2,097 $371 Million
Q2 2023

Jul 18, 2023

BUY
$170.4 - $187.93 $3,067 - $3,382
18 Added 0.82%
2,220 $416 Million
Q1 2023

Apr 18, 2023

BUY
$170.25 - $198.32 $3,064 - $3,569
18 Added 0.82%
2,202 $393 Million
Q4 2022

Jan 19, 2023

BUY
$170.53 - $188.05 $372,437 - $410,701
2,184 New
2,184 $381 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Fiduciary Alliance LLC Portfolio

Follow Fiduciary Alliance 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 Fiduciary Alliance LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Alliance LLC with notifications on news.