Hohimer Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Hohimer Wealth Management, LLC

  • $490 Million
  • Q1 2025

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 2,378 shares of IWM stock, worth $497,073. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,378
Previous 2,378 -0.0%
Holding current value
$497,073
Previous $525,000 9.71%
% of portfolio
0.1%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$216.13 - $242.4 $103,310 - $115,867
478 Added 25.16%
2,378 $525,000
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
2,858
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Hohimer Wealth Management, LLC Portfolio

Follow Hohimer Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hohimer Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hohimer Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email