A detailed history of Garrett Investment Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 3,250 shares of IWM stock, worth $733,362. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,250
Previous 3,015 7.79%
Holding current value
$733,362
Previous $611,000 17.35%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 17, 2024

BUY
$200.87 - $224.6 $47,204 - $52,781
235 Added 7.79%
3,250 $717,000
Q1 2024

Apr 12, 2024

BUY
$189.48 - $210.3 $162,005 - $179,806
855 Added 39.58%
3,015 $634,000
Q4 2023

Jan 05, 2024

BUY
$162.21 - $204.82 $145,340 - $183,518
896 Added 70.89%
2,160 $433,000
Q3 2023

Oct 13, 2023

BUY
$174.36 - $198.71 $220,391 - $251,169
1,264 New
1,264 $223,000
Q3 2022

Oct 18, 2022

BUY
$164.17 - $201.07 $496,285 - $607,834
3,023 New
3,023 $498,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Garrett Investment Advisors LLC Portfolio

Follow Garrett Investment 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 Garrett Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Garrett Investment Advisors LLC with notifications on news.