Fsm Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Fsm Wealth Advisors, LLC

  • $377 Million
  • Q3 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 2,400 shares of IWM stock, worth $553,512. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,400
Previous 2,394 0.25%
Holding current value
$553,512
Previous $485,000 9.28%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Oct 30, 2024
BUY
$200.87 - $224.6 $1,205 - $1,347
6 Added 0.25%
2,400 $530,000
Q2 2024

Jul 12, 2024
BUY
$192.84 - $209.44 $771 - $837
4 Added 0.17%
2,394 $485,000
Q1 2024

May 14, 2024
BUY
$189.48 - $210.3 $188,532 - $209,248
995 Added 71.33%
2,390 $502,000
Q4 2023

May 14, 2024
BUY
$162.21 - $204.82 $226,282 - $285,723
1,395 New
1,395 $279,000

Others Institutions Holding IWM

# of Institutions
2,662
Shares Held
307M
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 Fsm Wealth Advisors, LLC Portfolio

Follow Fsm Wealth Advisors, 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 Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email