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 $569,446. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,566
Previous 2,660 3.53%
Holding current value
$569,446
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
Track This Portfolio

Track Jnba Financial Advisors Portfolio

Follow Jnba Financial Advisors 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 Jnba Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Jnba Financial Advisors with notifications on news.