A detailed history of Jamison Private Wealth Management, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 973 shares of IWM stock, worth $211,968. This represents 0.03% of its overall portfolio holdings.

Number of Shares
973
Previous 994 2.11%
Holding current value
$211,968
Previous $209 Million 5.56%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jul 11, 2024

SELL
$192.84 - $209.44 $4,049 - $4,398
-21 Reduced 2.11%
973 $197 Million
Q1 2024

Apr 26, 2024

BUY
$189.48 - $210.3 $178,300 - $197,892
941 Added 1775.47%
994 $209 Million
Q3 2023

Jan 05, 2024

BUY
$174.36 - $198.71 $9,241 - $10,531
53 New
53 $9.37 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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