Goal Vest Advisory LLC Ishares Russell 2000 ETF Transaction History

Goal Vest Advisory LLC

$309 Million
Q2 2024

A detailed history of Goal Vest Advisory LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 321 shares of IWM stock, worth $70,725. This represents 0.02% of its overall portfolio holdings.

Number of Shares

321

Previous 392 18.11%

Holding current value

$70,725

Previous $82,000 20.73%

% of portfolio

0.02%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$192.84 - $209.44 $13,691 - $14,870	-71 Reduced 18.11%	321 $65,000
Q1 2024 Apr 15, 2024	BUY	$189.48 - $210.3 $1,515 - $1,682	8 Added 2.08%	392 $82,000
Q4 2023 Jan 02, 2024	SELL	$162.21 - $204.82 $69,101 - $87,253	-426 Reduced 52.59%	384 $77,000
Q3 2023 Oct 10, 2023	BUY	$174.36 - $198.71 $55,969 - $63,785	321 Added 65.64%	810 $143,000
Q2 2023 Jul 17, 2023	BUY	$170.4 - $187.93 $56,402 - $62,204	331 Added 209.49%	489 $91,000
Q1 2023 Apr 03, 2023	SELL	$170.25 - $198.32 $4,596 - $5,354	-27 Reduced 14.59%	158 $28,000
Q3 2022 Oct 11, 2022	SELL	$164.17 - $201.07 $62,384 - $76,406	-380 Reduced 67.26%	185 $31,000
Q1 2021 May 13, 2021	SELL	$193.5 - $234.42 $5,998 - $7,267	-31 Reduced 5.2%	565 $125,000
Q4 2020 Jan 28, 2021	BUY	$152.18 - $199.14 $90,699 - $118,687	596 New	596 $117,000

Others Institutions Holding IWM

# of Institutions

2,545

Shares Held

294M

Call Options Held

232M

Put Options Held

363M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.

Account

Goal Vest Advisory LLC Ishares Russell 2000 ETF Transaction History