Forza Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Forza Wealth Management, LLC

  • $218 Billion
  • Q3 2024

A detailed history of Forza Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Forza Wealth Management, LLC holds 2,732 shares of IWM stock, worth $658,166. This represents 0.28% of its overall portfolio holdings.

Number of Shares
2,732
Previous 2,732 -0.0%
Holding current value
$658,166
Previous $554 Million 8.87%
% of portfolio
0.28%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 24, 2024
BUY
$162.21 - $204.82 $233,582 - $294,940
1,440 Added 111.46%
2,732 $548 Million
Q2 2023

Jul 25, 2023
BUY
$170.4 - $187.93 $4,600 - $5,074
27 Added 2.13%
1,292 $242 Million
Q1 2023

May 03, 2023
BUY
$170.25 - $198.32 $215,366 - $250,874
1,265 New
1,265 $226 Million

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
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