A detailed history of Great Waters Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Great Waters Wealth Management holds 149,329 shares of IWM stock, worth $35.6 Million. This represents 4.45% of its overall portfolio holdings.

Number of Shares
149,329
Previous 166,532 10.33%
Holding current value
$35.6 Million
Previous $33.8 Billion 2.38%
% of portfolio
4.45%
Previous 5.16%

Shares

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

Oct 04, 2024

SELL
$200.87 - $224.6 $3.46 Million - $3.86 Million
-17,203 Reduced 10.33%
149,329 $33 Billion
Q2 2024

Jul 08, 2024

SELL
$192.84 - $209.44 $2.39 Million - $2.59 Million
-12,389 Reduced 6.92%
166,532 $33.8 Billion
Q1 2024

Apr 08, 2024

SELL
$189.48 - $210.3 $3.44 Million - $3.81 Million
-18,140 Reduced 9.21%
178,921 $37.6 Billion
Q4 2023

Jan 19, 2024

SELL
$162.21 - $204.82 $2.07 Million - $2.61 Million
-12,760 Reduced 6.08%
197,061 $38.3 Billion
Q3 2023

Oct 11, 2023

SELL
$174.36 - $198.71 $2.36 Million - $2.69 Million
-13,550 Reduced 6.07%
209,821 $36.3 Billion
Q2 2023

Jul 07, 2023

SELL
$170.4 - $187.93 $2 Million - $2.2 Million
-11,719 Reduced 4.98%
223,371 $41.8 Billion
Q1 2023

Apr 25, 2023

SELL
$170.25 - $198.32 $2.43 Million - $2.84 Million
-14,299 Reduced 5.73%
235,090 $41.7 Billion
Q4 2022

Feb 03, 2023

BUY
$166.81 - $188.05 $41.6 Million - $46.9 Million
249,389 New
249,389 $46.7 Billion

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Great Waters Wealth Management Portfolio

Follow Great Waters Wealth Management 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 Great Waters Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Great Waters Wealth Management with notifications on news.