A detailed history of Integris Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Integris Wealth Management, LLC holds 2,100 shares of IWM stock, worth $460,761. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,100
Previous 2,100 -0.0%
Holding current value
$460,761
Previous $442 Million 3.52%
% of portfolio
0.12%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

SELL
$174.36 - $198.71 $2,266 - $2,583
-13 Reduced 0.62%
2,100 $371 Million
Q2 2023

Jul 13, 2023

BUY
$170.4 - $187.93 $2,215 - $2,443
13 Added 0.62%
2,113 $396 Million
Q4 2022

Feb 07, 2023

BUY
$166.81 - $188.05 $350,301 - $394,905
2,100 New
2,100 $366 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Integris Wealth Management, LLC Portfolio

Follow Integris 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 Integris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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