High Net Worth Advisory Group LLC Ishares Russell 2000 ETF Transaction History

High Net Worth Advisory Group LLC

$334 Million
Q2 2024

A detailed history of High Net Worth Advisory Group LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 1,953 shares of IWM stock, worth $430,304. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,953

Previous 1,953 -0.0%

Holding current value

$430,304

Previous $410,000 3.41%

% of portfolio

0.12%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 20, 2023	SELL	$170.25 - $198.32 $340 - $396	-2 Reduced 0.1%	1,953 $348,000
Q4 2022 Feb 14, 2023	SELL	$166.81 - $188.05 $166 - $188	-1 Reduced 0.05%	1,955 $340,000
Q3 2022 Oct 24, 2022	SELL	$164.17 - $201.07 $164 - $201	-1 Reduced 0.05%	1,956 $323,000
Q2 2022 Aug 10, 2022	SELL	$163.9 - $207.91 $1,639 - $2,079	-10 Reduced 0.51%	1,957 $331,000
Q1 2022 May 13, 2022	SELL	$191.52 - $225.32 $102,271 - $120,320	-534 Reduced 21.35%	1,967 $403,000
Q4 2021 Aug 10, 2022	BUY	$212.12 - $242.56 $23,333 - $26,681	110 Added 4.6%	2,501 $556,000
Q4 2021 Apr 27, 2022	BUY	$212.12 - $242.56 $507,178 - $579,960	2,391 New	2,391 $515,000

Others Institutions Holding IWM

# of Institutions

2,545

Shares Held

294M

Call Options Held

232M

Put Options Held

363M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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High Net Worth Advisory Group LLC Ishares Russell 2000 ETF Transaction History