A detailed history of Inlet Private Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Inlet Private Wealth, LLC holds 1,644 shares of IWM stock, worth $356,501. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,644
Previous 1,260 30.48%
Holding current value
$356,501
Previous $264,000 26.14%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Jul 23, 2024

BUY
$192.84 - $209.44 $74,050 - $80,424
384 Added 30.48%
1,644 $333,000
Q3 2023

Oct 30, 2023

SELL
$174.36 - $198.71 $1,220 - $1,390
-7 Reduced 0.55%
1,260 $222,000
Q4 2022

Jan 23, 2023

SELL
$166.81 - $188.05 $1,501 - $1,692
-9 Reduced 0.71%
1,267 $0
Q3 2021

Nov 12, 2021

BUY
$211.73 - $231.39 $2,117 - $2,313
10 Added 0.79%
1,276 $279,000
Q4 2020

Feb 11, 2021

BUY
$152.18 - $199.14 $192,659 - $252,111
1,266 New
1,266 $248,000
Q1 2020

Apr 28, 2020

SELL
$99.9 - $169.53 $126,473 - $214,624
-1,266 Closed
0 $0
Q4 2019

Jan 17, 2020

BUY
$146.46 - $166.68 $185,418 - $211,016
1,266 New
1,266 $210,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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