Joseph P. Lucia & Associates, LLC Ishares Russell 2000 ETF Transaction History

Joseph P. Lucia & Associates, LLC

$192 Million
Q4 2024

A detailed history of Joseph P. Lucia & Associates, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 944 shares of IWM stock, worth $213,060. This represents 0.11% of its overall portfolio holdings.

Number of Shares

944

Holding current value

$213,060

% of portfolio

0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$216.13 - $242.4 $204,026 - $228,825	944 New	944 $208,000
Q1 2022 Apr 19, 2022	BUY	$191.52 - $225.32 $20,109 - $23,658	105 New	105 $22,000
Q4 2021 Feb 04, 2022	SELL	$212.12 - $242.56 $22,272 - $25,468	-105 Closed	0 $0
Q3 2021 Oct 13, 2021	SELL	$211.73 - $231.39 $4,022 - $4,396	-19 Reduced 15.32%	105 $23,000
Q4 2020 Jan 29, 2021	BUY	$152.18 - $199.14 $18,870 - $24,693	124 New	124 $24,000
Q3 2020 Oct 20, 2020	SELL	$139.07 - $158.46 $15,158 - $17,272	-109 Closed	0 $0
Q2 2019 Jul 23, 2019	SELL	$145.86 - $160.71 $4.66 Million - $5.13 Million	-31,943 Reduced 99.66%	109 $17,000
Q1 2019 May 02, 2019	BUY	$132.25 - $158.24 $4.24 Million - $5.07 Million	32,052 New	32,052 $204,000

Others Institutions Holding IWM

# of Institutions

2,827

Shares Held

307M

Call Options Held

230M

Put Options Held

527M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Joseph P. Lucia & Associates, LLC Ishares Russell 2000 ETF Transaction History