Hcr Wealth Advisors Ishares Russell 2000 ETF Transaction History

Hcr Wealth Advisors

  • $658 Million
  • Q1 2024

A detailed history of Hcr Wealth Advisors transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Hcr Wealth Advisors holds 4,283 shares of IWM stock, worth $864,652. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,283
Previous 3,998 7.13%
Holding current value
$864,652
Previous $802,000 12.22%
% of portfolio
0.14%
Previous 0.13%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$189.48 - $210.3 $54,001 - $59,935
285 Added 7.13%
4,283 $900,000
Q4 2023

Feb 09, 2024
BUY
$162.21 - $204.82 $648,515 - $818,870
3,998 New
3,998 $802,000
Q1 2021

May 13, 2021
SELL
$193.5 - $234.42 $133,128 - $161,280
-688 Closed
0 $0
Q2 2020

Jul 30, 2020
SELL
$104.62 - $153.09 $20,400 - $29,852
-195 Reduced 22.08%
688 $98,000
Q1 2020

May 08, 2020
SELL
$99.9 - $169.53 $65,134 - $110,533
-652 Reduced 42.48%
883 $101,000
Q4 2019

Feb 07, 2020
BUY
$146.46 - $166.68 $7,323 - $8,334
50 Added 3.37%
1,535 $254,000
Q3 2019

Nov 07, 2019
SELL
$144.85 - $157.9 $9,704 - $10,579
-67 Reduced 4.32%
1,485 $227,000
Q2 2019

Jul 25, 2019
BUY
$145.86 - $160.71 $17,649 - $19,445
121 Added 8.46%
1,552 $241,000
Q1 2019

May 10, 2019
BUY
$132.25 - $158.24 $189,249 - $226,441
1,431 New
1,431 $218,000
Q4 2018

Jan 31, 2019
SELL
$125.88 - $166.33 $300,097 - $396,530
-2,384 Closed
0 $0
Q3 2018

Nov 09, 2018
SELL
$164.2 - $173.02 $15,434 - $16,263
-94 Reduced 3.79%
2,384 $388,000
Q2 2018

Aug 14, 2018
SELL
$148.13 - $169.97 $7,406 - $8,498
-50 Reduced 1.98%
2,478 $413,000
Q1 2018

May 15, 2018
BUY
$145.44 - $159.96 $23,997 - $26,393
165 Added 6.98%
2,528 $384,000
Q4 2017

Feb 13, 2018
BUY
$145.63 - $154.3 $114,319 - $121,125
785 Added 49.75%
2,363 $360,000
Q2 2017

Aug 16, 2017
BUY
N/A
1,578
1,578 $222,000

Others Institutions Holding IWM

# of Institutions
2,579
Shares Held
306M
Call Options Held
239M
Put Options Held
413M
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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