A detailed history of Ica Group Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 647 shares of IWM stock, worth $143,582. This represents 0.08% of its overall portfolio holdings.

Number of Shares
647
Previous 4,703 86.24%
Holding current value
$143,582
Previous $989,000 86.75%
% of portfolio
0.08%
Previous 0.2%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$192.84 - $209.44 $782,159 - $849,488
-4,056 Reduced 86.24%
647 $131,000
Q1 2024

May 14, 2024

SELL
$189.48 - $210.3 $108,382 - $120,291
-572 Reduced 10.84%
4,703 $989,000
Q4 2023

Mar 07, 2024

BUY
$162.21 - $204.82 $24,655 - $31,132
152 Added 2.97%
5,275 $1.06 Million
Q3 2023

Nov 13, 2023

SELL
$174.36 - $198.71 $146,288 - $166,717
-839 Reduced 14.07%
5,123 $905,000
Q2 2023

Aug 11, 2023

BUY
$170.4 - $187.93 $393,112 - $433,554
2,307 Added 63.12%
5,962 $1.12 Million
Q1 2023

May 12, 2023

SELL
$170.25 - $198.32 $627,201 - $730,610
-3,684 Reduced 50.2%
3,655 $652,000
Q4 2022

Feb 14, 2023

SELL
$166.81 - $188.05 $1.02 Million - $1.16 Million
-6,144 Reduced 45.57%
7,339 $1.28 Million
Q3 2022

Nov 10, 2022

SELL
$164.17 - $201.07 $55,325 - $67,760
-337 Reduced 2.44%
13,483 $2.22 Million
Q2 2022

Oct 03, 2022

SELL
$163.9 - $207.91 $2.25 Million - $2.86 Million
-13,732 Reduced 49.84%
13,820 $2.69 Million
Q1 2022

Oct 03, 2022

BUY
$191.52 - $225.32 $5.28 Million - $6.21 Million
27,552 New
27,552 $5.18 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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