Gradient Capital Advisors, LLC Ishares Russell 2000 ETF Transaction History

Gradient Capital Advisors, LLC

  • $296 Million
  • Q3 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 7,550 shares of IWM stock, worth $1.68 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
7,550
Previous 5,316 42.02%
Holding current value
$1.68 Million
Previous $1.08 Million 54.64%
% of portfolio
0.56%
Previous 0.39%

Shares

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

Oct 16, 2024
BUY
$200.87 - $224.6 $448,743 - $501,756
2,234 Added 42.02%
7,550 $1.67 Million
Q2 2024

Jul 19, 2024
BUY
$192.84 - $209.44 $33,554 - $36,442
174 Added 3.38%
5,316 $1.08 Million
Q3 2022

Nov 04, 2022
BUY
$164.17 - $201.07 $609,070 - $745,969
3,710 Added 259.08%
5,142 $848,000
Q2 2022

Jul 18, 2022
SELL
$163.9 - $207.91 $3,605 - $4,574
-22 Reduced 1.51%
1,432 $243,000
Q4 2021

Jan 31, 2022
BUY
$212.12 - $242.56 $11,242 - $12,855
53 Added 3.78%
1,454 $323,000
Q4 2020

Jan 20, 2021
SELL
$152.18 - $199.14 $39,262 - $51,378
-258 Reduced 15.55%
1,401 $275,000
Q2 2020

Jul 28, 2020
BUY
$104.62 - $153.09 $173,564 - $253,976
1,659 New
1,659 $238,000
Q1 2020

Apr 22, 2020
SELL
$99.9 - $169.53 $165,734 - $281,250
-1,659 Closed
0 $0
Q1 2019

Apr 16, 2019
SELL
$132.25 - $158.24 $92,707 - $110,926
-701 Reduced 29.7%
1,659 $254,000
Q3 2018

Nov 06, 2018
BUY
$164.2 - $173.02 $70,113 - $73,879
427 Added 22.09%
2,360 $398,000
Q4 2017

Feb 12, 2018
BUY
$145.63 - $154.3 $281,502 - $298,261
1,933
1,933 $295,000

Others Institutions Holding IWM

# of Institutions
2,663
Shares Held
308M
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
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