Hcr Wealth Advisors Ishares Russell 2000 ETF Transaction History

Hcr Wealth Advisors

$757 Million
Q3 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 4,799 shares of IWM stock, worth $1.06 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,799

Previous 4,544 5.61%

Holding current value

$1.06 Million

Previous $921,000 15.09%

% of portfolio

0.14%

Previous 0.13%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$200.87 - $224.6 $51,221 - $57,273	255 Added 5.61%	4,799 $1.06 Million
Q2 2024 Aug 06, 2024	BUY	$192.84 - $209.44 $50,331 - $54,663	261 Added 6.09%	4,544 $921,000
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

2,663

Shares Held

308M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Hcr Wealth Advisors Ishares Russell 2000 ETF Transaction History