A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 494 shares of IWM stock, worth $111,881. This represents 0.01% of its overall portfolio holdings.

Number of Shares
494
Previous 494 -0.0%
Holding current value
$111,881
Previous $100,000 9.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2024

SELL
$192.84 - $209.44 $2,699 - $2,932
-14 Reduced 2.76%
494 $100,000
Q1 2024

May 15, 2024

SELL
$189.48 - $210.3 $25,011 - $27,759
-132 Reduced 20.63%
508 $106,000
Q2 2023

Aug 14, 2023

SELL
$170.4 - $187.93 $1.51 Million - $1.66 Million
-8,833 Reduced 93.24%
640 $119,000
Q1 2023

May 15, 2023

BUY
$170.25 - $198.32 $35,071 - $40,853
206 Added 2.22%
9,473 $1.69 Million
Q4 2022

Feb 14, 2023

SELL
$166.81 - $188.05 $12,343 - $13,915
-74 Reduced 0.79%
9,267 $1.62 Million
Q3 2022

Nov 14, 2022

SELL
$164.17 - $201.07 $69,443 - $85,052
-423 Reduced 4.33%
9,341 $1.54 Million
Q2 2022

Aug 15, 2022

BUY
$163.9 - $207.91 $257,486 - $326,626
1,571 Added 19.17%
9,764 $1.65 Million
Q1 2022

May 16, 2022

SELL
$191.52 - $225.32 $430,728 - $506,744
-2,249 Reduced 21.54%
8,193 $1.68 Million
Q4 2021

Feb 14, 2022

BUY
$212.12 - $242.56 $2.21 Million - $2.53 Million
10,442 New
10,442 $2.32 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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