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

Forth Right Wealth Management, LLC

  • $273 Million
  • Q2 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 1,323 shares of IWM stock, worth $298,534. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,323
Previous 1,534 13.75%
Holding current value
$298,534
Previous $322,000 16.77%
% of portfolio
0.1%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,547
Shares Held
294M
Call Options Held
232M
Put Options Held
363M
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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