Insight Wealth Strategies, LLC Ishares Russell 2000 ETF Transaction History

Insight Wealth Strategies, LLC

  • $740 Million
  • Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 1,525 shares of IWM stock, worth $345,382. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,525
Previous 1,521 0.26%
Holding current value
$345,382
Previous $335,000 0.3%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Jan 06, 2025
BUY
$216.13 - $242.4 $864 - $969
4 Added 0.26%
1,525 $336,000
Q3 2024

Oct 07, 2024
BUY
$200.87 - $224.6 $1,004 - $1,123
5 Added 0.33%
1,521 $335,000
Q2 2024

Jul 08, 2024
BUY
$192.84 - $209.44 $2,699 - $2,932
14 Added 0.93%
1,516 $307,000
Q1 2024

Apr 05, 2024
BUY
$189.48 - $210.3 $284,598 - $315,870
1,502 New
1,502 $315,000
Q2 2022

Jul 01, 2022
SELL
$163.9 - $207.91 $438,104 - $555,743
-2,673 Closed
0 $0
Q1 2022

Apr 12, 2022
BUY
$191.52 - $225.32 $511,932 - $602,280
2,673 New
2,673 $549,000
Q4 2021

Jan 31, 2022
SELL
$212.12 - $242.56 $216,786 - $247,896
-1,022 Closed
0 $0
Q3 2021

Oct 28, 2021
BUY
$211.73 - $231.39 $12,703 - $13,883
60 Added 6.24%
1,022 $224,000
Q2 2021

Aug 12, 2021
BUY
$211.85 - $232.89 $203,799 - $224,040
962 New
962 $221,000
Q1 2020

Apr 21, 2020
SELL
$99.9 - $169.53 $136,962 - $232,425
-1,371 Closed
0 $0
Q4 2019

Feb 21, 2020
BUY
$146.46 - $166.68 $200,796 - $228,518
1,371 New
1,371 $227,000

Others Institutions Holding IWM

# of Institutions
2,761
Shares Held
308M
Call Options Held
232M
Put Options Held
522M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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