Global Wealth Management Investment Advisory, Inc. Ishares Russell 2000 ETF Transaction History

Global Wealth Management Investment Advisory, Inc.

  • $429 Million
  • Q2 2024

A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 1,421 shares of IWM stock, worth $318,261. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,421
Previous 1,316 7.98%
Holding current value
$318,261
Previous $276,000 4.35%
% of portfolio
0.07%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$192.84 - $209.44 $20,248 - $21,991
105 Added 7.98%
1,421 $288,000
Q1 2024

May 10, 2024
BUY
$189.48 - $210.3 $9,474 - $10,515
50 Added 3.95%
1,316 $276,000
Q4 2023

Feb 05, 2024
BUY
$162.21 - $204.82 $17,518 - $22,120
108 Added 9.33%
1,266 $254,000
Q3 2023

Nov 06, 2023
SELL
$174.36 - $198.71 $8,718 - $9,935
-50 Reduced 4.14%
1,158 $204,000
Q2 2023

Aug 10, 2023
SELL
$170.4 - $187.93 $20,618 - $22,739
-121 Reduced 9.1%
1,208 $226,000
Q1 2023

May 08, 2023
SELL
$170.25 - $198.32 $31,666 - $36,887
-186 Reduced 12.28%
1,329 $237,000
Q4 2022

Feb 07, 2023
SELL
$166.81 - $188.05 $5,004 - $5,641
-30 Reduced 1.94%
1,515 $264,000
Q3 2022

Nov 09, 2022
BUY
$164.17 - $201.07 $253,642 - $310,653
1,545 New
1,545 $255,000
Q2 2022

Aug 15, 2022
BUY
$163.9 - $207.91 $1,802 - $2,287
11 Added 0.66%
1,678 $284,000
Q3 2021

Nov 16, 2021
BUY
$211.73 - $231.39 $109,464 - $119,628
517 Added 44.96%
1,667 $365,000
Q2 2021

Aug 11, 2021
SELL
$211.85 - $232.89 $16,100 - $17,699
-76 Reduced 6.2%
1,150 $264,000
Q1 2021

May 17, 2021
BUY
$193.5 - $234.42 $14,706 - $17,815
76 Added 6.61%
1,226 $271,000
Q1 2020

May 14, 2020
SELL
$99.9 - $169.53 $11,088 - $18,817
-111 Reduced 8.8%
1,150 $132,000
Q4 2019

Feb 14, 2020
BUY
$146.46 - $166.68 $1,611 - $1,833
11 Added 0.88%
1,261 $209,000
Q3 2019

Nov 14, 2019
SELL
$144.85 - $157.9 $22,451 - $24,474
-155 Reduced 11.03%
1,250 $189,000
Q2 2019

Aug 20, 2019
SELL
$145.86 - $160.71 $24,504 - $26,999
-168 Reduced 10.68%
1,405 $218,000
Q4 2018

Feb 14, 2019
BUY
$125.88 - $166.33 $198,009 - $261,637
1,573 New
1,573 $211,000

Others Institutions Holding IWM

# of Institutions
2,544
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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