Forth Right Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Forth Right Wealth Management, LLC

  • $290 Million
  • Q3 2024

A detailed history of Forth Right Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 1,128 shares of IWM stock, worth $268,982. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,128
Previous 1,323 14.74%
Holding current value
$268,982
Previous $268,000 7.09%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 28, 2024
SELL
$200.87 - $224.6 $39,169 - $43,797
-195 Reduced 14.74%
1,128 $249,000
Q2 2024

Jul 12, 2024
SELL
$192.84 - $209.44 $40,689 - $44,191
-211 Reduced 13.75%
1,323 $268,000
Q1 2024

Apr 23, 2024
SELL
$189.48 - $210.3 $15,158 - $16,824
-80 Reduced 4.96%
1,534 $322,000
Q4 2023

Jan 23, 2024
BUY
$162.21 - $204.82 $261,806 - $330,579
1,614 New
1,614 $323,000
Q1 2021

Apr 26, 2021
SELL
$193.5 - $234.42 $36,184 - $43,836
-187 Closed
0 $0
Q4 2020

Jan 29, 2021
BUY
$152.18 - $199.14 $28,457 - $37,239
187 New
187 $37,000

Others Institutions Holding IWM

# of Institutions
2,662
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 Forth Right Wealth Management, LLC Portfolio

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

News

Stay updated on Forth Right Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email