A detailed history of Jnba Financial Advisors transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Jnba Financial Advisors holds 2,566 shares of IWM stock, worth $591,001. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,566
Previous 2,660 3.53%
Holding current value
$591,001
Previous $539,000 5.01%
% of portfolio
0.06%
Previous 0.06%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$200.87 - $224.6 $18,881 - $21,112
-94 Reduced 3.53%
2,566 $566,000
Q2 2024

Jul 22, 2024

SELL
$192.84 - $209.44 $24,683 - $26,808
-128 Reduced 4.59%
2,660 $539,000
Q1 2024

Apr 26, 2024

SELL
$189.48 - $210.3 $8,337 - $9,253
-44 Reduced 1.55%
2,788 $586,000
Q4 2023

Feb 07, 2024

BUY
$162.21 - $204.82 $297,168 - $375,230
1,832 Added 183.2%
2,832 $568,000
Q3 2023

Nov 02, 2023

SELL
$174.36 - $198.71 $6,276 - $7,153
-36 Reduced 3.47%
1,000 $176,000
Q1 2023

May 01, 2023

SELL
$170.25 - $198.32 $3,234 - $3,768
-19 Reduced 1.8%
1,036 $184,000
Q4 2022

Feb 06, 2023

SELL
$166.81 - $188.05 $3,836 - $4,325
-23 Reduced 2.13%
1,055 $183,000
Q3 2022

Nov 07, 2022

BUY
$164.17 - $201.07 $8,208 - $10,053
50 Added 4.86%
1,078 $178,000
Q1 2021

May 03, 2021

SELL
$193.5 - $234.42 $82,237 - $99,628
-425 Reduced 29.25%
1,028 $227,000
Q4 2020

Jan 25, 2021

BUY
$152.18 - $199.14 $64,676 - $84,634
425 Added 41.34%
1,453 $285,000
Q3 2020

Nov 05, 2020

BUY
$139.07 - $158.46 $2,503 - $2,852
18 Added 1.78%
1,028 $154,000
Q1 2020

May 01, 2020

SELL
$99.9 - $169.53 $3,096 - $5,255
-31 Reduced 2.98%
1,010 $116,000
Q4 2019

Feb 10, 2020

SELL
$146.46 - $166.68 $9,373 - $10,667
-64 Reduced 5.79%
1,041 $172,000
Q3 2019

Nov 01, 2019

BUY
$144.85 - $157.9 $6,807 - $7,421
47 Added 4.44%
1,105 $167,000
Q1 2019

May 01, 2019

SELL
$132.25 - $158.24 $11,770 - $14,083
-89 Reduced 7.76%
1,058 $162,000
Q4 2018

Feb 07, 2019

SELL
$125.88 - $166.33 $6,671 - $8,815
-53 Reduced 4.42%
1,147 $154,000
Q3 2018

Nov 01, 2018

BUY
$164.2 - $173.02 $8,702 - $9,170
53 Added 4.62%
1,200 $202,000
Q4 2017

Jan 31, 2018

SELL
$145.63 - $154.3 $18,203 - $19,287
-125 Reduced 9.83%
1,147 $175,000
Q3 2017

Nov 13, 2017

SELL
$144.61 - $148.18 $79,680 - $81,647
-551 Reduced 30.22%
1,272 $188,000
Q2 2017

Aug 14, 2017

BUY
N/A
1,823
1,823 $257,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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