Gerber Kawasaki Wealth & Investment Management Ishares Russell 2000 ETF Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 15,801 shares of IWM stock, worth $3.77 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

15,801

Previous 6,276 151.77%

Holding current value

$3.77 Million

Previous $1.27 Million 174.16%

% of portfolio

0.16%

Previous 0.06%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$200.87 - $224.6 $1.91 Million - $2.14 Million	9,525 Added 151.77%	15,801 $3.49 Million
Q2 2024 Aug 13, 2024	SELL	$192.84 - $209.44 $831,140 - $902,686	-4,310 Reduced 40.71%	6,276 $1.27 Million
Q1 2024 May 13, 2024	BUY	$189.48 - $210.3 $862,891 - $957,706	4,554 Added 75.5%	10,586 $2.23 Million
Q4 2023 Feb 12, 2024	SELL	$162.21 - $204.82 $200,004 - $252,543	-1,233 Reduced 16.97%	6,032 $1.21 Million
Q3 2023 Nov 14, 2023	BUY	$174.36 - $198.71 $228,760 - $260,707	1,312 Added 22.04%	7,265 $1.28 Million
Q2 2023 Aug 10, 2023	BUY	$170.4 - $187.93 $150,804 - $166,318	885 Added 17.46%	5,953 $1.11 Million
Q1 2023 May 15, 2023	BUY	$170.25 - $198.32 $8,342 - $9,717	49 Added 0.98%	5,068 $904,000
Q4 2022 Feb 08, 2023	SELL	$166.81 - $188.05 $58,717 - $66,193	-352 Reduced 6.55%	5,019 $875,000
Q3 2022 Nov 14, 2022	BUY	$164.17 - $201.07 $209,973 - $257,168	1,279 Added 31.26%	5,371 $885,000
Q2 2022 Aug 04, 2022	SELL	$163.9 - $207.91 $187,665 - $238,056	-1,145 Reduced 21.86%	4,092 $693,000
Q1 2022 May 12, 2022	SELL	$191.52 - $225.32 $13,597 - $15,997	-71 Reduced 1.34%	5,237 $1.07 Million
Q4 2021 Feb 11, 2022	BUY	$212.12 - $242.56 $1.11 Million - $1.27 Million	5,238 Added 7482.86%	5,308 $1.18 Million
Q3 2021 Nov 15, 2021	SELL	$211.73 - $231.39 $547,110 - $597,911	-2,584 Reduced 97.36%	70 $70,000
Q2 2021 Aug 11, 2021	BUY	$211.85 - $232.89 $242,991 - $267,124	1,147 Added 76.11%	2,654 $608,000
Q1 2021 May 07, 2021	SELL	$193.5 - $234.42 $7,740 - $9,376	-40 Reduced 2.59%	1,507 $332,000
Q4 2020 Feb 09, 2021	BUY	$152.18 - $199.14 $235,422 - $308,069	1,547 New	1,547 $303,000
Q3 2020 Nov 02, 2020	SELL	$139.07 - $158.46 $244,763 - $278,889	-1,760 Closed	0 $0
Q2 2020 Aug 10, 2020	SELL	$104.62 - $153.09 $226,920 - $332,052	-2,169 Reduced 55.2%	1,760 $251,000
Q1 2020 May 05, 2020	SELL	$99.9 - $169.53 $285,414 - $484,347	-2,857 Reduced 42.1%	3,929 $449,000
Q4 2019 Feb 06, 2020	SELL	$146.46 - $166.68 $44,670 - $50,837	-305 Reduced 4.3%	6,786 $1.12 Million
Q3 2019 Nov 07, 2019	SELL	$144.85 - $157.9 $11,008 - $12,000	-76 Reduced 1.06%	7,091 $1.07 Million
Q2 2019 Aug 09, 2019	BUY	$145.86 - $160.71 $53,530 - $58,980	367 Added 5.4%	7,167 $1.11 Million
Q1 2019 May 07, 2019	BUY	$132.25 - $158.24 $87,946 - $105,229	665 Added 10.84%	6,800 $1.04 Million
Q4 2018 Feb 08, 2019	SELL	$125.88 - $166.33 $888,838 - $1.17 Million	-7,061 Reduced 53.51%	6,135 $821,000
Q3 2018 Nov 06, 2018	BUY	$164.2 - $173.02 $420,680 - $443,277	2,562 Added 24.09%	13,196 $2.19 Million
Q2 2018 Aug 03, 2018	BUY	$148.13 - $169.97 $212,714 - $244,076	1,436 Added 15.61%	10,634 $1.75 Million
Q1 2018 May 08, 2018	SELL	$145.44 - $159.96 $24,724 - $27,193	-170 Reduced 1.81%	9,198 $1.4 Million
Q4 2017 Feb 06, 2018	SELL	$145.63 - $154.3 $43,980 - $46,598	-302 Reduced 3.12%	9,368 $1.43 Million
Q3 2017 Nov 13, 2017	SELL	$144.61 - $148.18 $258,128 - $264,501	-1,785 Reduced 15.58%	9,670 $1.44 Million
Q2 2017 Aug 09, 2017	BUY	N/A	11,455	11,455 $1.6 Million

Others Institutions Holding IWM

# of Institutions

2,661

Shares Held

307M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Gerber Kawasaki Wealth & Investment Management Ishares Russell 2000 ETF Transaction History