A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 80,422 shares of IWM stock, worth $17.8 Million. This represents 8.87% of its overall portfolio holdings.

Number of Shares
80,422
Previous 79,122 1.64%
Holding current value
$17.8 Million
Previous $16.1 Million 10.66%
% of portfolio
8.87%
Previous 8.64%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$200.87 - $224.6 $261,131 - $291,980
1,300 Added 1.64%
80,422 $17.8 Million
Q2 2024

Jul 18, 2024

SELL
$192.84 - $209.44 $125,346 - $136,136
-650 Reduced 0.81%
79,122 $16.1 Million
Q1 2024

Apr 11, 2024

SELL
$189.48 - $210.3 $94,740 - $105,150
-500 Reduced 0.62%
79,772 $16.8 Million
Q4 2023

Jan 12, 2024

BUY
$162.21 - $204.82 $15,409 - $19,457
95 Added 0.12%
80,272 $16.1 Million
Q3 2023

Oct 17, 2023

BUY
$174.36 - $198.71 $816,004 - $929,962
4,680 Added 6.2%
80,177 $14.2 Million
Q2 2023

Jul 31, 2023

SELL
$170.4 - $187.93 $200,220 - $220,817
-1,175 Reduced 1.53%
75,497 $14.1 Million
Q1 2023

May 08, 2023

BUY
$170.25 - $198.32 $51,075 - $59,496
300 Added 0.39%
76,672 $13.7 Million
Q4 2022

Feb 08, 2023

BUY
$166.81 - $188.05 $16,681 - $18,805
100 Added 0.13%
76,372 $13.3 Million
Q3 2022

Nov 03, 2022

SELL
$164.17 - $201.07 $83,726 - $102,545
-510 Reduced 0.66%
76,272 $12.6 Million
Q2 2022

Aug 02, 2022

BUY
$163.9 - $207.91 $922,757 - $1.17 Million
5,630 Added 7.91%
76,782 $13 Million
Q1 2022

May 09, 2022

BUY
$191.52 - $225.32 $1.4 Million - $1.65 Million
7,302 Added 11.44%
71,152 $14.6 Million
Q4 2021

Feb 04, 2022

BUY
$212.12 - $242.56 $876,055 - $1 Million
4,130 Added 6.92%
63,850 $14.2 Million
Q3 2021

Oct 26, 2021

BUY
$211.73 - $231.39 $1.02 Million - $1.12 Million
4,820 Added 8.78%
59,720 $13.1 Million
Q2 2021

Aug 03, 2021

BUY
$211.85 - $232.89 $368,619 - $405,228
1,740 Added 3.27%
54,900 $12.6 Million
Q1 2021

Apr 28, 2021

BUY
$193.5 - $234.42 $886,230 - $1.07 Million
4,580 Added 9.43%
53,160 $11.7 Million
Q4 2020

Feb 03, 2021

BUY
$152.18 - $199.14 $11,413 - $14,935
75 Added 0.15%
48,580 $9.53 Million
Q3 2020

Oct 21, 2020

BUY
$139.07 - $158.46 $349,065 - $397,734
2,510 Added 5.46%
48,505 $7.27 Million
Q2 2020

Aug 03, 2020

BUY
$104.62 - $153.09 $10,462 - $15,309
100 Added 0.22%
45,995 $6.59 Million
Q1 2020

Apr 28, 2020

BUY
$99.9 - $169.53 $464,535 - $788,314
4,650 Added 11.27%
45,895 $5.25 Million
Q4 2019

Jan 30, 2020

BUY
$146.46 - $166.68 $161,106 - $183,348
1,100 Added 2.74%
41,245 $6.83 Million
Q3 2019

Oct 17, 2019

BUY
$144.85 - $157.9 $97,773 - $106,582
675 Added 1.71%
40,145 $6.08 Million
Q2 2019

Aug 06, 2019

BUY
$145.86 - $160.71 $601,672 - $662,928
4,125 Added 11.67%
39,470 $6.14 Million
Q1 2019

May 10, 2019

BUY
$132.25 - $158.24 $188,456 - $225,492
1,425 Added 4.2%
35,345 $5.41 Million
Q4 2018

Feb 08, 2019

BUY
$125.88 - $166.33 $4.27 Million - $5.64 Million
33,920 New
33,920 $4.54 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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