Hohimer Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Hohimer Wealth Management, LLC

$419 Million
Q1 2024

A detailed history of Hohimer Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Hohimer Wealth Management, LLC holds 1,900 shares of IWM stock, worth $383,572. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,900

Previous 1,900 -0.0%

Holding current value

$383,572

Previous $381,000 4.72%

% of portfolio

0.1%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 02, 2023	BUY	$170.25 - $198.32 $323,475 - $376,808	1,900 New	1,900 $338,000
Q2 2022 Jul 25, 2022	SELL	$163.9 - $207.91 $182,092 - $230,988	-1,111 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$191.52 - $225.32 $5,937 - $6,984	-31 Reduced 2.71%	1,111 $228,000
Q3 2021 Oct 18, 2021	BUY	$211.73 - $231.39 $2,329 - $2,545	11 Added 0.97%	1,142 $250,000
Q2 2021 Jul 12, 2021	SELL	$211.85 - $232.89 $12,711 - $13,973	-60 Reduced 5.04%	1,131 $259,000

Q1 2021 Apr 12, 2021	BUY	$193.5 - $234.42 $11,610 - $14,065	60 Added 5.31%	1,191 $263,000
Q4 2020 Jan 11, 2021	BUY	$152.18 - $199.14 $172,115 - $225,227	1,131 New	1,131 $222,000
Q1 2020 May 05, 2020	SELL	$99.9 - $169.53 $129,870 - $220,389	-1,300 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$146.46 - $166.68 $190,398 - $216,684	1,300 New	1,300 $215,000

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

Ticker IWM
Sector ETFs
Industry ETFs

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Hohimer Wealth Management, LLC Ishares Russell 2000 ETF Transaction History