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

High Net Worth Advisory Group LLC

$358 Million
Q3 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 1,723 shares of IWM stock, worth $415,087. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,723

Previous 1,953 11.78%

Holding current value

$415,087

Previous $396,000 4.04%

% of portfolio

0.11%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$200.87 - $224.6 $46,200 - $51,658	-230 Reduced 11.78%	1,723 $380,000
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

2,662

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